EVENTS

We Offer Two Ways to Learn About Investing

Investor Discovery Experience Workshop

The Investor Discovery Experience is a workshop designed to give people a foundational experience so that they can make confident investing decisions moving forward. We teach and coach to achieve the following:

1. Identify your true purpose for money and ensure your financial decisions align with this purpose.

2. Target the enemies of your American dream (Hint: one of the enemies is yourself).

3. Discover the myths of investing techniques that can be destructive to returns.

4. Learn the academically-sound way to engineer your portfolio.

The event takes place on a Saturday (9am-3pm) at the Bayou Bend Collection and Gardens. It’s free to attend!
The address is 6003 Memorial Dr, Houston, TX 77265. 

Meals and beverages are provided. Accommodations can be arranged.

Dismantling Myths of Investing Webinar

Did you know:
  • There are investing myths that have the potential to destroy your investing peace of mind?
  • How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?
  • There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?
Get answers to these questions and more at this free monthly webinar.
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Presidio Financial is a registered investment advisor in Texas and Louisiana.

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5850 San Felipe Suite 500 Houston, TX 77057

711 W Bay Area Blvd Suite 272 Webster, TX 77598