Events Archives - Unique Investment Advisors https://www.uniqueinvestmentadvisors.com/category/events/ Tue, 01 Oct 2024 17:50:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.2 https://www.uniqueinvestmentadvisors.com/wp-content/uploads/2023/04/cropped-favicon-crop-150x150.png Events Archives - Unique Investment Advisors https://www.uniqueinvestmentadvisors.com/category/events/ 32 32 Strategies for Success Business Owner Workshop https://www.uniqueinvestmentadvisors.com/strategies-for-success-business-owner-workshop/?utm_source=rss&utm_medium=rss&utm_campaign=strategies-for-success-business-owner-workshop Tue, 01 Oct 2024 17:36:39 +0000 https://www.uniqueinvestmentadvisors.com/?p=7307 Reserve your spot today Click Here! Wednesday October 16th

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Reserve your spot today Click Here! Wednesday October 16th

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The American Dream Experience https://www.uniqueinvestmentadvisors.com/the-american-dream-experience/?utm_source=rss&utm_medium=rss&utm_campaign=the-american-dream-experience Mon, 26 Aug 2024 22:51:07 +0000 https://www.uniqueinvestmentadvisors.com/?p=7193 Hello, It is a great honor to personally invite you to an exclusive two-day event, The American Dream Experience hosted by Mark Matson with Matson Money. This event will take place virtually on Thursday, October 24th and Friday, October 25th from 9am to 6pm MST. I have attached an invitation along with providing a link to some additional information/insight on what […]

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Hello, 
It is a great honor to personally invite you to an exclusive two-day event, The American Dream Experience hosted by Mark Matson with Matson Money. This event will take place virtually on Thursday, October 24th and Friday, October 25th from 9am to 6pm MST. I have attached an invitation along with providing a link to some additional information/insight on what the American Dream Experience is all about. 

The American Dream Experience

If you have any questions or would like to register for this unique event please give me a call or respond directly to this email. 

With Deep Appreciation, 


Angela Ashley at (480) 805-0970

Investment Advisor Representative

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This presentation is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included herein is intended to infer that the approach to investing discussed in this presentation will assure any particular investment results. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS Life on Purpose™ is a registered trademark of Matson Money, Inc. Matson Money American Dream Experience™ is a registered trademark of Matson Money, Inc.

Matson Money™ is a registered trademark of Matson Money, Inc.
Copyright © 2024 Matson Money, Inc.
GRA-1128 JULY ADX Fillable Printed Invitation_04102024

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The Dismantling Myths of Investing Webinar https://www.uniqueinvestmentadvisors.com/the-dismantling-myths-of-investing-webinar-4/?utm_source=rss&utm_medium=rss&utm_campaign=the-dismantling-myths-of-investing-webinar-4 Mon, 26 Aug 2024 22:34:49 +0000 https://www.uniqueinvestmentadvisors.com/?p=7189 The Dismantling Myths of Investing webinar is Wednesday September 25th at 2:30pm PT/5:30pm ET Virtually via Zoom. Did you know: There are investing myths that have the potential to destroy your investing peace of mind? How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams? There’s an empirically tested investing methodology, […]

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The Dismantling Myths of Investing webinar is Wednesday September 25th at 2:30pm PT/5:30pm ET Virtually via Zoom.

Did you know:

There are investing myths that have the potential to destroy your investing peace of mind?

How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?

There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?

Get answers to these questions and more at the next Investor Coaching Series webinar.

RSVP

To Yvette Miller at 480 805-0970 or to Angela Ashley at aashley@uniqueinvestmentadvisors.com

Unique Investment Advisors

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

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Community Baby Shower for Parents in Need https://www.uniqueinvestmentadvisors.com/community-baby-shower/?utm_source=rss&utm_medium=rss&utm_campaign=community-baby-shower Wed, 07 Aug 2024 01:00:00 +0000 https://www.uniqueinvestmentadvisors.com/?p=6979 We’re absolutely thrilled to team up with Kiwanis of Ahwatukee for the 2024 community baby shower supporting parents in need! 🌟 But we can’t do it without your amazing support! Let’s make a difference together! 🚀👶 We are collecting new, or like new, baby gear and clothing for parenting teens in foster care and many […]

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We’re absolutely thrilled to team up with Kiwanis of Ahwatukee for the 2024 community baby shower supporting parents in need! 🌟 But we can’t do it without your amazing support! Let’s make a difference together! 🚀👶

We are collecting new, or like new, baby gear and clothing for parenting teens in foster care and many who have aged out of foster care.

PacifiersBaby Clothes (Infant to 5T) • Diaper Backpacks

Receiving BlanketsDisposable Diapers Baby Wipes

Baby Bottles • Sippy Cups • Bibs

Drop Off Locations:

YMCA – 1030 E Liberty Ln, Phoenix, AZ 85048

WESTUSA – 4505 E Chandler Blvd STE 170, Phoenix, AZ 85048

Primrose School – 3922 E Chandler Blvd, Phoenix, AZ 85048

Ahwatukee Mountain View Lutheran Church – 11002 S48th St, Phoenix, AZ 85044

Ahwatukee Swim & Tennis Club – 4700 E Warner Rd, Phoenix, AZ 85044 (only through Sept 16th-23rd)

Horizon Honors Elementary School16233 S. 48th St., Phoenix, AZ 85048

Sunchain Tanning Ahwatukee4910 E Ray Rd, Phoenix, AZ 85044
 
The Learning Experience 5015 E. Chandler Blvd., Phoenix, AZ 85048
 

Unique Investment Advisors – 9633 S 48th Street, Suite130, Phoenix, AZ 85044

Deadline is September 20th, 2024
See our gift registry on Baby list using the QR Code

Information Yvette Miller – 480-805-0970
info@Ahwatukeekiwanis.org
ahwatukeekiwanis.org

 

 

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The Dismantling Myths of Investing Workshop https://www.uniqueinvestmentadvisors.com/the-dismantling-myths-of-investing-workshop/?utm_source=rss&utm_medium=rss&utm_campaign=the-dismantling-myths-of-investing-workshop Tue, 06 Aug 2024 15:13:57 +0000 https://www.uniqueinvestmentadvisors.com/?p=7043 The Dismantling Myths of Investing is Thursday, September 5th at 6:30pm- 8pm at our office. Did you know: There are investing myths that have the potential to destroy your investing peace of mind? How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams? There’s an empirically tested investing methodology, based […]

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The Dismantling Myths of Investing is Thursday, September 5th at 6:30pm- 8pm at our office.

Did you know:

There are investing myths that have the potential to destroy your investing peace of mind?

How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?

There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?

Get answers to these questions and more at the next Investor Coaching Series;

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

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Gearing Up for the Next Crash https://www.uniqueinvestmentadvisors.com/gearing-up-for-the-next-crash/?utm_source=rss&utm_medium=rss&utm_campaign=gearing-up-for-the-next-crash Wed, 26 Jun 2024 16:10:23 +0000 https://www.uniqueinvestmentadvisors.com/?p=6972 Through ongoing training and development, we are committed to transforming investors to be prudent and disciplined throughout an entire lifetime. In July and August, Mark Matson will be hosting monthly Investor Coaching Calls for you to attend virtually via Zoom.  August 29 2:30pm PT / 5:30pm ET 90 minutes  Dramatic market downturns happen and should be […]

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Through ongoing training and development, we are committed to transforming investors to be prudent and disciplined throughout an entire lifetime. In July and August, Mark Matson will be hosting monthly Investor Coaching Calls for you to attend virtually via Zoom. 

August 29

2:30pm PT / 5:30pm

ET 90 minutes 

Dramatic market downturns happen and should be expected over time, but did you know crashes can actually create opportunity for those with patience, courage, and fortitude? Attend this Investor Coaching Series to learn more!

RSVP
To Yvette Miller at 480 805-0970 by Wednesday August 28th.

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.  Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Copyright © 2024 Matson Money, Inc..

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Verify Verify Verify https://www.uniqueinvestmentadvisors.com/verify-verify-verify/?utm_source=rss&utm_medium=rss&utm_campaign=verify-verify-verify Wed, 26 Jun 2024 15:56:10 +0000 https://www.uniqueinvestmentadvisors.com/?p=6966 Through ongoing training and development, we are committed to transforming investors to be prudent and disciplined throughout an entire lifetime. In July and August, Mark Matson will be hosting monthly Investor Coaching Calls for you to attend virtually via Zoom.  July 162:30pm PT / 5:30pm ET 90 minutes  Investment fraud and scams are designed to appeal […]

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Through ongoing training and development, we are committed to transforming investors to be prudent and disciplined throughout an entire lifetime. In July and August, Mark Matson will be hosting monthly Investor Coaching Calls for you to attend virtually via Zoom. 

July 16

2:30pm PT / 5:30pm

ET 90 minutes 


Investment fraud and scams are designed to appeal to our most basic desires. Do you know the critical areas to evaluate to determine the legitimacy of your investing strategy? 

RSVP
To Yvette Miller at 480 805-0970 by Monday July 15th.


This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.  Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Copyright © 2024 Matson Money, Inc..

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Unique Investment Advisors, LLC Angela Ashley https://www.uniqueinvestmentadvisors.com/unique-investment-advisors-llc-angela-ashley/?utm_source=rss&utm_medium=rss&utm_campaign=unique-investment-advisors-llc-angela-ashley Mon, 13 May 2024 15:00:51 +0000 https://www.uniqueinvestmentadvisors.com/?p=6927 requests your attendance for the presentation Mind Over Money. Wednesday, June 26th 6:30 – 8:00 PM 9633 S. 48th St. #130, Phoenix AZ 85044 Discovering the forces on Wall Street and Main Street that can work against you as an investor. RSVP By Monday June 24th to Yvette Miller at (480) 805-0970 Advisory services offered […]

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requests your attendance for the presentation Mind Over Money.

Wednesday, June 26th 6:30 – 8:00 PM

9633 S. 48th St. #130, Phoenix AZ 85044

Discovering the forces on Wall Street and Main Street that can work against you as an investor.

RSVP By Monday June 24th to Yvette Miller at (480) 805-0970

Advisory services offered through Unique Investment Advisors, LLC, an Investment Advisor in the State of Arizona and California. Insurance products and services are offered through Unique Business Planning, LLC, an affiliated company.

This content is based on the views of Matson Money, Inc.  The content is not be considered investment advice and is not be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

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Tax Free Retirement Workshop https://www.uniqueinvestmentadvisors.com/tax-free-retirement-workshop-5-9/?utm_source=rss&utm_medium=rss&utm_campaign=tax-free-retirement-workshop-5-9 Thu, 25 Apr 2024 14:02:17 +0000 https://www.uniqueinvestmentadvisors.com/?p=6899 Hello,  I wanted to personally invite you to our Tax-Free Retirement: Advanced Planning Strategies Workshop. I’ll be hosting the workshop via Zoom on Thursday, May 9th from 6:30PM – 8:00PM. Please let us know if you’ll be able to join us. Please RSVP to 480-805-0970 at your earliest convenience. Look forward to seeing you.  Thank you, Angela Ashley […]

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Hello,  
I wanted to personally invite you to our Tax-Free Retirement: Advanced Planning Strategies Workshop. I’ll be hosting the workshop via Zoom on Thursday, May 9th from 6:30PM – 8:00PM.

Please let us know if you’ll be able to join us. Please RSVP to 480-805-0970 at your earliest convenience. 
Look forward to seeing you. 

Thank you,

Angela Ashley

Unique Business Planning

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The American Dream Experience https://www.uniqueinvestmentadvisors.com/the-american-dream-experience-7-25/?utm_source=rss&utm_medium=rss&utm_campaign=the-american-dream-experience-7-25 Thu, 18 Apr 2024 00:34:35 +0000 https://www.uniqueinvestmentadvisors.com/?p=6877 …is a compelling encounter with clear, potentially life-altering truths about economics and investing –engaging you in a profound exploration of your family’s financial future. Over the course of this event, you will have an opportunity to discover for yourself what investing really is, how it works, and how it can help fulfill on your purpose […]

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…is a compelling encounter with clear, potentially life-altering truths about economics and investing –
engaging you in a profound exploration of your family’s financial future.

Over the course of this event, you will have an opportunity to discover for yourself what investing really is, how it works, and how it can help fulfill on your purpose for your life. Through the American Dream Experience, you can alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.

Don’t miss this opportunity to reclaim your American Dream.
JULY 25-26, 2024 | SCOTTSDALE, ARIZONA
Join us for an event that could change your life. Don’t miss this opportunity to reclaim your American Dream. To register today, please contact:
Angela Ashley at (480) 805-0970

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This presentation is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included herein is intended to infer that the approach to investing discussed in this presentation will assure any particular investment results. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS Life on Purpose™ is a registered trademark of Matson Money, Inc. Matson Money American Dream Experience™ is a registered trademark of Matson Money, Inc.

Matson Money™ is a registered trademark of Matson Money, Inc.
Copyright © 2024 Matson Money, Inc.
GRA-1128 JULY ADX Fillable Printed Invitation_04102024

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