Investment Advisors (VIA) provides onsite* "Lessons
Learned" seminars for employees
managing their 401(k)'s.
Entertaining and Informative
the Adult Learning Model, we will
begin by opening participants'
minds with a short survey that will
reveal existing investment attitudes
and aptitudes, and the problems and
fears participants are facing.
real world situations and parables
in an interactive, entertaining and
participants will learn to use Visible Investing's
foundational investment strategy to
establish and reach their investment
is always time for participants'
questions to further
understanding of the material
more challenging the questions, the
better we like it.
the conclusion of the seminar,
participants will be able to:
classes and proportional
distribution of investment funds
the investment vehicles that minimize
investment fees and taxes
asset classes to maintain their
risk adjusted return profile
their investment returns to compare
their performance to appropriate
benchmarks and their progress
towards their investment goals
if they need the assistance of an advisor, and establish their
selection criteria to choose the