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SmartMix: How to Give Your Life-Savings the Attention it Deserves, withOUT Much Time, Energy, or Cost

  • CCG - Online Meeting Room 6301 Wayzata Blvd Minneapolis United States (map)
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How to Give Your Life-Savings the Attention it Deserves

(withOUT much time, energy, or cost)

Join Eric Hagen at this online presentation as he reviews SmartMix - our flagship investment management solution. Eric will review how SmartMix works, provide an update on recent trades & performance, and answer any questions you have. If you are already a client, this is a great opportunity to review what we are doing to be good stewards of the trust you have placed in us. If you are not (yet) a client, this presentation will give you all the information you need to determine if SmartMix is the right fit for you. This event will be recorded so RSVP now even if you can’t make it live - we’ll send you the recording.

What You’re Going to Learn:

  • How to Invest Your Life-Savings Like Warren Buffett WithOUT Knowing ANYthing About the Markets or the Economy

  • How to AVOID All the Internal Expenses of Mutual Funds & Annuities (EVEN the Hidden Ones) WithOUT Paying another Commission, Load, Sales Charge, or Hidden Cost EVER Again

  • How to Get ALL the Tax Benefits of Individual Stocks WithOUT Placing a Single Trade (or Even Knowing How to)

  • MORE…

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May 28

SmartMix: How to Give Your Life-Savings the Attention it Deserves, withOUT Much Time, Energy, or Cost

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June 9

Financial Dashboard Setup