©2018 by Cogent Independent Advisors, Inc.. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, a Registered Investment Advisor. Nothing on this website constitutes a solicitation to buy or sell any security.  Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent Independent Advisors is not a licensed insurance agency.

[Smart(er) Investing Workshops logo]

These workshops provide actionable insights you can use today.  No matter what life stage you're in, its time to Get Smart(er) Today.

Smart(er) Investing Workshops

 

Be a Smart(er) Starter

Setting Off on the Right Financial Foot

Smart(er) Tax Deferral

Defer capital gains taxes through 1031 Exchanges and Opportunity Zones

Investing 101

Make Your Money Work Smart(er)

Smart(er) College Savings Strategies

529 Plans and other savings strategies compared

Smart(er) Real Estate Investing

Build Wealth by Becoming the Landlord

Smart(er) Retirement

Fundamentals of Retirement Income Planning

Be a Smart(er) Starter - Getting Off on the Right Financial Foot

Mondays

4:30 pm

Blah Blah Blah.....

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Investing 101 - Making Your Money Work Smart(er)

Tuesdays

10:00 am

Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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Smart(er) Real Estate Investing - Becoming the Landlord

Saturdays

11:30 am

Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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Smart(er) Tax Deferral Strategies - 1031 Exchanges and Opportunity Zones

Tuesdays

10:00 am

Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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Smart(er) College Savings Strategies - 529 Plans and Other Savings Strategies Compared

Saturdays

11:30 am

Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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Smart(er) Retirement - Fundamentals of Retirement Income Planning

Tuesdays

10:00 am

Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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