We provide clients with a life coaching series designed to help them focus more on the personal aspects of their life and family.
At Keystone Wealth Partners, we believe that all investors should be encouraged to increase their knowledge of investing. Failing to have a disciplined strategy that may be leaned on in times of heightened emotions is one of the most critical mistakes investors are often guilty of. In light of this, we emphasize continually coaching and providing information to our clients as a part of our practice and offer clients and their guests the opportunity to participate in our informative investor workshops.
We also provide clients with a life coaching series. These workshops are designed to help clients focus more on the personal aspects of their life and family.
If you are not being offered an opportunity to receive important investor coaching, then please give us a call and see how Keystone Wealth Partners may help you achieve a more purposeful and disciplined investment experience.
Foundations is a 3 part series for all of Keystone's newest investors. They do not need to be attended in any specific order. Topics that will be covered are "Setting Expectations" by John Hagensen, "Portfolio Engineering" by Kenny Gatliff, and "True Purpose" by Dr. Dan Pallensen.
‘True Purpose’ with Dr. Dan Pallesen - Thursday, Feb. 25, 2021 - Register Now
‘Setting Expectations’ with John Hagensen - Thursday, Mar. 25, 2021 - Register Now
'Portfolio Engineering' with Kenny Gatliff - Thursday, Apr. 22, 2021 - Register Now
Keystone University will offer a series of 3-week courses that can be taken continuously throughout the year. Each course will take place over 3 consecutive weeks and enrolling in a course is a commitment to complete all 3 sessions. Due to their interactive nature, Keystone University will be limited to 10 households. These will be offered frequently to meet the demand. If you are interested in learning more or signing up, please call (480) 782-1034 and ask to speak with Dr. Dan Pallesen.
Taxes in Retirement
We are continually hosting tax webinars for learners all across the nation. To get signed up for the next date, please call our home office at 480-782-1034 or email firstname.lastname@example.org.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today!