Our Learning Center
CAPITAL Asset Management group developed a learning center, The Institute for Financial Independence's (IFI), to teach you how to take charge of your money and make it work for you. We emphasize financial education and help you identify your goals - how you really want to live - and then craft a strategic money management plan designed to make your dreams a reality.
To hone the skills you have acquired in our programs, our Learning Center, the Institute for Financial Independence, (hyperlink to Learning Center Institute for Financial Independence) sponsors monthly workshops on specific financial topics. Recent workshops have covered invisible loss of wealth, hidden taxation, how to continue to make your money work for you in these financial times, and how planning assumptions can fail.
Individuals who have completed Independence Planning Pro or the Integrated Independence Method can continue their financial education by attending workshops.
