Money Clarity:  Investing for the Modern Age

Money Clarity: Investing for the Modern Age

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Montcalm TCR presents Holly Ruxin leading an inspiring and practical workshop series designed to transform your relationship with money.

About this event

We will dive deep and foster a mindful, informed connection to what we have, what we need, and how to get there. The goal is for you to finish this course with actionable knowledge for how to create a holistic financial portfolio.

What we do in the workshop:

• Get grounded and identify your personal and familial money story and how it may affect your actions.

• Share six simple and powerful questions to help get clear on your financial situation.

• Teach modern investing concepts. Dive into various asset classes and how each can add value to a portfolio.

Our goals for you:

• Make more confident and informed decisions, as a result of a new understanding of your money beliefs.

• Develop more clarity, with the goal to help you remove blocks and build infrastructure for getting to your desired portfolio and ultimate financial wellness.

• Leave with actionable knowledge about smart investments that create direct value in the world, and how to use them to meet your goals.

Who should join us?

Curious, engaged people ready to explore their internal money relationship, the concrete equations involved in intelligent financial management, and the clarity and satisfaction that comes from combining the two.

Workshop series meets for 3 sessions:

• Wednesday, January 20, 2021, 12:00 -1:30pm PST

• Wednesday, January 27, 2021, 12:00 - 1:30pm PST

• Wednesday, February 3, 2021, 12:00 - 1:30pm PST

In lieu of workshop tuition, Montcalm requests that participants make a $100 donation to Trevor TCR.

About Holly Ruxin

Holly Ruxin is committed to helping people transform their lives by healing their relationship with money. Holly has decades of experience with Wall Street firms such as Goldman Sachs, Morgan Stanley, and Bank of America, where she gained a thorough understanding of how capital can be managed to help people and the planet, and also where our financial system needs reworking. She founded Montcalm TCR in 2012 to help people manage their assets intelligently, with full personal integrity, and from a perspective of abundance.

About Trevor TCR

Trevor TCR, a foundation founded by Holly Ruxin, awards philanthropic grants to support health, education, enterprise, and the arts, all necessary cornerstones of healthy, successful communities. We believe every community has the power to be a vibrant place of ideas and economic empowerment, where all people are welcome and have the opportunity to succeed.

About Montcalm TCR

Montcalm blends smart, sophisticated investing with personal empowerment and planetary integrity. Our asset management and finance services suit pragmatic, optimistic people and their families. We believe that actively engaging with your money is a powerful strategy toward creating all forms of abundance in your life.

Disclosure:The investment topics, strategies, and advisory services discussed during this workshop are general in nature and may not be suitable to the attendee. The workshop should not be considered a comprehensive review, analysis, or customized advice with regards to the attendee's individual situation. The workshop is not a substitute for, or the same as, a consultation with an investment adviser in a one-on-one context whereby all the facts of the attendee's situation can be considered in their entirety and the investment adviser can provide individualized investment advice or a customized financial plan.
Although Montcalm TCR requests a charitable donation but does not charge a fee for attending the workshop, the workshop offers educational information and is intended to result in attendees establishing an advisory relationship where desired and appropriate.
Financial planning and investment strategies have the potential for loss. Investing involves risk, including complete loss of principal amount invested. Montcalm TCR offers no guarantees or promises of success.

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