The ABC Planning Workshop

The “ABC’s of Conservative Investing Workshop” is designed to take the conservative investor through the concepts in the book “Bat-Socks, Vegas and Conservative Investing” by Dave Vick, a financial planner, author, and speaker who trains financial planners across the country. The workshop materials highlight the “ABC Model of Investing” developed by the author.

The workshop was created for people age 50 and up who would like to have an alternate to the typical Wall Street approach to financial planning. For most conservative investors, Wall Street’s approach usually involves more risk than people either know they have or want to have in their portfolios.