Client Education

Many investors after attending one of our "Awareness Workshops" ask about our educational process and are sometimes curious as to why we offer this to clients. As a Financial Coach I am dedicated to guide my clients down the road of understanding why they are doing what we advise. We know what does and does not work.
After being in this business for over 23 years, I've seen the great disappointments of investors that come to us asking for help. They thought the investments they had made in the past were going to be good for their future. They listened to the TV expert or the stockbroker or read the magazines or newsletters, and it didn't work.

The two hundred affiliated independent firms like Lane Financial Management across the United States have developed an educational series we teach to our clients that has proven to be extremely effective. Thousands of investors every quarter are exposed to the truth about how Markets work, why they work, and how to avoid the high cost of investing while reaping true Market returns. We want all of our clients to know exactly what they are doing and why.

This is a new concept to most all investors. Being educated in an easy to understand manner that is actually fun is a huge benefit to your investing success. After a few of these fun and very informative classes our clients are equipped to understand their objectives clearly. As the economy swings directions they know what to expect and are not worried or anxious about the future.

Client education is held in a very nice restaurant each quarter.
(no charge to clients)

Here is a sample of upcoming topics:

Separating Myths from Truth
We explore many of the very damaging myths about how to invest wisely and how markets really work behind the public scene.

What is really meant by Risk & Return
We examine what this means to you personally and what to expect with a prudent investment policy of your own.

Reaping the rewards of our Economy
You will learn what almost all advisors ignore and how this Information can greatly increase investor's success.

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Lane Financial Management, Inc. is a Registered Investment Advisory firm in the state of Colorado