Today's Strategic Investor

This two-session course is both entertaining and informative. Your instructor, Charles Brown, Portfolio Manager with CB3 Financial Group, will enhance the curriculum with stories and real-life trading and investing experiences. Attendees will enjoy the interactive lecture format where participation and questions are encouraged, but not required.

This course includes a textbook with examples and illustrations. Written in easy-to-understand terms, your workbook helps you learn more about the financial concepts discussed in class. Mr. Brown will provide a process to apply your knowledge so that you can become a better strategic investor.

Unlike financial seminars that focus on a retirement planning in general, this comprehensive course examines many diverse means of investing with strategies that can work together to create an integrated investment portfolio. This course is educational and non-commercial.

Attend this two-evening or two-Saturday morning course and learn:

  • Considerations before you invest
  • Investment categories
  • Different vehicles to building a comprehensive portfolio
  • Diversification from traditional asset classes
  • Common investment risks
  • Stocks and bonds versus alternative investments

For more information, please call Alice at 630.845.8880 or e-mail her at