First
You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you will be offered an opportunity to schedule a one-on-one consultation with an Investor Coach.
Second
Call us to schedule an initial consultation. In advance of our meeting we will provide you with a few materials to review that will help you better understand our approach to investing.

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