One of the most important steps every investor must take is to have a solid grasp of investment fundamentals and financial markets. While there are a number of conferences and schools that provide this education, The Bogdahn Group also conducts periodic training workshops and seminars.

These workshops and seminars can be structured to meet your specific needs; and past topics have included Fixed Income Basics, Benchmarks and Universes, Saving for Education and Investment Definitions. Our consultants are also available as presenters/speakers for continuing education requirements of the legal and accounting professions.

We also assist the defined-contribution sponsor by offering Participant level Retirement Planning & Advice. With all the "investment help" being offered participants via the Internet or sophisticated sponsor education programs, it has been a surprise to many that what the average participant wants is a live person he or she can sit down and talk with.

The Bogdahn Group is uniquely qualified to provide unbiased retirement planning advice to your participants. We are completely independent and commissions or fees do NOT drive our services.

Please contact us for more information or if you would like to host a workshop.

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Schedule of Upcoming Education Events: