Services
“WE OFFER 3 DISTINCT SERVICES AT BOODLE”
CONSULTING
We meet with individuals for 4 eighty-minute sessions over a one year period and we teach you how to build, manage, and grow your own portfolio that can outperform 70% of professional money managers! We cover the following territories:Illinois,Southern Wisconsin, and NW Indiana. Online video conferences are an option as well.
We come to your school and produce our 6-week financial education workshop: Money 101. This workshop is for students, parents, and community stakeholders. We teach you the fundamentals of investing and by lesson 6, you will have learned how to build a financial portfolio with as little as fifty dollars! We have worked with Chicago Public Schools, Fenwick High School and other education institutions.
SCHOOL WORKSHOPS
BUSINESS LUNCH AND LEARN
Boodle will come to your place of business and will teach your employees how to get the most out of their company sponsored retirement plans. Your company doesn’t offer a plan? We will show them how to set one up! Online video conferencing is also an option.