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X-WR-CALDESC:Events for Aspire Research Group
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DTSTART;TZID=America/New_York:20260415T120000
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UID:4267-1776254400-1776258000@aspireresearchgroup.com
SUMMARY:Group Coaching Call
DESCRIPTION:Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. \nCoaching calls are a safe\, judge-free space where you can talk freely\, ask questions\, and receive mentoring without being recorded. \nWe send reminder emails with the Zoom link access the day before and an hour before the call. However\, we encourage you to block out the times and dates on your calendar to ensure you can attend. \nAccess to these coaching calls does not apply to individual Workshop or Bundle purchases.
URL:https://aspireresearchgroup.com/event/group-coaching-call-26/
LOCATION:Zoom
CATEGORIES:Group Coaching Call,Prospect Research Institute
ATTACH;FMTTYPE=image/jpeg:https://aspireresearchgroup.com/wp-content/uploads/2025/12/Monthly-Coaching-Call.jpg
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DTSTART;TZID=America/New_York:20260421T120000
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LAST-MODIFIED:20260331T184121Z
UID:4327-1776772800-1776776400@aspireresearchgroup.com
SUMMARY:Beyond Insiders: Wealth in SEC Filings Workshop
DESCRIPTION:Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F \nYou may be familiar with SEC filings for public company insiders\, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices\, investment advisory firms\, and 9-figure stock portfolios. But here’s the good news: you don’t need to become a securities expert to use them. In this workshop\, you’ll learn exactly which sections to read\, how to calculate total wealth from the numbers you find\, and get ready-to-use language to confidently present your findings. \nWhat You’ll Learn: \n\nHow to recognize the scenarios that might trigger SEC filings – beyond insider status\nHow to search and interpret Form ADV for your prospect\nA practical method to calculate total investable assets from Form 13F\nSample language to communicate findings to gift officers\n\nHow to incorporate SEC filing data into your capacity rating
URL:https://aspireresearchgroup.com/event/beyond-insiders-wealth-in-sec-filings-workshop/
LOCATION:Zoom
CATEGORIES:Prospect Research Institute,Workshop
ATTACH;FMTTYPE=image/jpeg:https://aspireresearchgroup.com/wp-content/uploads/2025/12/26-04-Beyond-Insiders_-Wealth-in-SEC-Filings.jpg
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