Develop a Keen Financial Understanding
With Our Workshops
Financial awareness is a key element to long-term financial success. Representatives at Independent Capital Management are committed to giving back to the community through complimentary educational workshops on various financial topics.
Lunch-and-Learns can take place in various spaces including:
Your Workplace
Community Centers
Churches
Association Meetings
Our Workshops Are Designed to:
Increase Your Knowledge
We are dedicated to increasing financial acumen, so our community can feel confident in making wise financial decisions.
Offer an Opportunity for an Open Dialogue
Our question-and-answer segment affords attendees the opportunity to gain clarity from our qualified professionals.
Provide Personalized Attention
If attendees have questions they would rather ask in a private setting, our dedicated representatives have agreed to conduct a complimentary one-hour consultation for interested individuals.
Give a Chance for Feedback
Workshop evaluation forms distributed after the workshop allow you to review attendees’ comments regarding the value of the workshop content and additional topics to include when coordinating future workshops.
No specific investment or financial advice will be given during the workshop. Workshop evaluation forms distributed after the workshop allow you to review attendees’ comments regarding the value of the workshop content and additional topics to include when coordinating future workshops.
Securities offered through SagePoint Financial, Inc, a registered broker-dealer member FINRA/SIPC. Insurance offered through ICM. ICM is a registered investment advisor not affiliated with SagePoint Financial. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.
