Events

Education is an important part of our mission, as we believe practical knowledge on personal finance and investment techniques can benefit everyone. Are you part of a group that might be interested in a complimentary presentation? Please contact us today to discuss the possibilities.

One idea would be to hold a brown-bag lunch at your workplace, where we could discuss investment basics. All events are presented by Steve Thorpe, founder of Pragmatic Portfolios, LLC.

Examples of Steve's presentations in Raleigh and Durham:

Personal Investing for the Long Term

Do you want to know more about investing but aren’t sure where to start? Learn about:

  • Stocks, Bonds, Mutual Funds
  • Asset allocation and diversification
  • Building a practical, disciplined investment portfolio for the long haul
  • How to take advantage of powerful investment concepts without being taken by the Wall Street Marketing Machine!
  • Techniques for selecting investments, while minimizing costs and taxes
  • Recommended readings
Five Tips to Improve Your Personal Finances Now

Do you want to take control of your personal finances but aren’t sure where to start? Leave this seminar with five practical and free steps you can implement now to improve your credit, savings, and investment future. Topics include:

  • Managing your credit reports
  • Strategy to improve your savings rate
  • Techniques on selecting investments
  • Designing your investment plan, including asset allocation, 401k plans, North Carolina’s 529 college savings plan, and more
  • Recommended readings
Portfolio Construction 301

Join us to learn practical investing techniques:

  • Asset allocation and diversification
  • Other steps involved in building a practical, disciplined investment portfolio suitable to achieve long-term financial objectives
  • How to take advantage of powerful investment concepts without being taken by the Wall Street Marketing Machine!
  • How Pragmatic Portfolios, LLC and investors can help foster positive social impacts in our community