Investor Coaching Session Scheduled for Saturday, August 20 in Menifee

Royal American Financial Advisors has scheduled an investor coaching session for this Saturday, August 20. Here is their announcement... ...

Royal American Financial Advisors has scheduled an investor coaching session for this Saturday, August 20. Here is their announcement...

To All Royal American Investors and Guests,

We have scheduled our next Investor Coaching Session, and a timely one at that. If you are like many other people, you may be feeling disoriented, confused, or maybe even scared about how to deal with current market conditions. You are not alone.

Join us for an early dinner and some wisdom for investors at the Conference Center.
27192 Newport Rd., Suite 4 – Menifee, CA 92584
Saturday – August 20th
4:30 PM to 6:00 PM

Join us and other investors and share your questions, concerns, and wisdom. There will be both seasoned investors and rookie investors in the room. Learn from the wisdom of the crowd. Getting together as a group is powerful and insightful.

When market turbulence becomes headline news for weeks at a time, investors want answers and solutions. If you don’t stay informed about your portfolio, the extensive media coverage and doomsday commentaries can shake the resolve of the most seasoned investor. You don't need more speculation and advice from media pundits. What you need is solid strategy and a definitive plan for your portfolio, and to get together with a group of other investors to get powerful insights and wisdom about investing.

At this Investor Coaching Session:
  • We will go over our current portfolios with our clients and show you the diversification.

  • We will review how to measure the risk in your portfolio so you know what to expect.

  • We will show you how to keep your emotions from ruining your lifetime potential returns.

  • We will go over a history of the markets and “What happens after the market correction?”

  • We will go over the questions you should be asking.

  • We will show you what you should be doing in volatile markets.

  • Learn how many advisors and brokers do the wrong things for their investors and how that can be costly to you.

  • We will show you what we are doing with our own retirement money….we practice what we teach!

  • And of course, we will answer questions from the group.

The best defense you have against down markets is a decisive and prudent investment strategy. This may be the single most important thing you can do to guard against poor and costly investing decisions.

If you have other important people in your life who are feeling discouraged, or confused about investing, you are welcome to bring them along to this Investor Coaching Session. The material we will cover will help anyone who is concerned and needs reassurance and a prudent strategy. If you would like to bring guests, please contact our office right away for reservations.

Call Kara and register today – (951) 679-2065, or register online @

Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!