PUBLIC SEMINARS

October 19 - Bluebird Restaurant

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Thursday, October 19, 2017 - 6:15 PM
Where: Bluebird Restaurant
19 N Main
North Logan 84321
Host: Peak Investment Coaching
Phone: 435-414-1742
 

October 20 - Ruby River Steakhouse

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Friday, October 20, 2017 - 6:15 PM
Where: Ruby River Steakhouse
4286 Riverdale Road
Ogden, UT 84405
(801) 622-2320
Host: Peak Investment Coaching
Phone: 435-414-1742
 

November 16 - Bluebird Restaurant

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Thursday, November 16, 2017 - 6:15 PM
Where: Bluebird Restaurant
19 N Main
North Logan 84321
Host: Peak Investment Coaching
Phone: 435-414-1742
 

November 17 - Ruby River Steakhouse

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Friday, November 17, 2017 - 6:15 PM
Where: Ruby River Steakhouse
4286 Riverdale Road
Ogden, UT 84405
(801) 622-2320
Host: Peak Investment Coaching
Phone: 435-414-1742
 

December 6 - Ruby River Steakhouse

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Wednesday, December 6, 2017 - 6:15 PM
Where: Ruby River Steakhouse
4286 Riverdale Road
Ogden, UT 84405
(801) 622-2320
Host: Peak Investment Coaching
Phone: 435-414-1742
 

December 7 - Bluebird Restaurant

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Thursday, December 7, 2017 - 6:15 PM
Where: Bluebird Restaurant
19 N Main
North Logan 84321
Host: Peak Investment Coaching
Phone: 435-414-1742
 

December 28 - Bluebird Restaurant

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Thursday, December 28, 2017 - 6:15 PM
Where: Bluebird Restaurant
19 N Main
North Logan 84321
Host: Peak Investment Coaching
Phone: 435-414-1742
 

December 29 - Ruby River Steakhouse

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Friday, December 29, 2017 - 6:15 PM
Where: Ruby River Steakhouse
4286 Riverdale Road
Ogden, UT 84405
(801) 622-2320
Host: Peak Investment Coaching
Phone: 435-414-1742
 

January 18 - Bluebird Restaurant

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Thursday, January 18, 2018 - 6:15 PM
Where: Bluebird Restaurant
19 N Main
North Logan 84321
Host: Peak Investment Coaching
Phone: 435-414-1742
 

January 19 - Ruby River Steakhouse

Complimentary Dinner & Seminar

This seminar is not open to investment professionals.  Those wishing to attend must be age 18+ and have at least $5,000 to invest.  There is no cost or obligation to attend.

This seminar is for information purposes only. Opinions expressed are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. PIC is owned by David Morris Shapiro. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

When: Friday, January 19, 2018 - 6:15 PM
Where: Ruby River Steakhouse
4286 Riverdale Road
Ogden, UT 84405
(801) 622-2320
Host: Peak Investment Coaching
Phone: 435-414-1742