Client Workshops

smiling woman attending workshop onlinePeak Investment Coaching sponsors a quarterly Investor Coaching Workshop (ICW).  These workshops provide both INVESTMENT coaching as well as LIFE coaching.  The investment coaching provides answers to the 20 Must-Answer Questions for greater investing peace of mind.  The life coaching workshops are designed to help our clients focus more on the personal aspects of their lives and to keep money and investing in perspective with the things that matter most.

All clients of Peak Investment Coaching are encouraged to attend and are welcome to bring guests. The ICW Workshops are held virtually from 7:00-8:30 PM. Contact us for details and a Zoom invitation.

Upcoming Meetings

January 18, 2024
April 18,2024
July 18, 2024
October 17, 2024

Contact Us