What You’ll Master:

• Build a Strong Portfolio with Confidence – Learn how to choose the right mix of stocks, bonds, ETFs, and funds for your stage of life

• Protect and Grow Your Wealth – Discover how to rebalance, diversify, and adjust as markets change—so your money is always working for you
  

• Invest Smarter, Not Harder – Cut through the noise with practical tools to evaluate companies, spot opportunities, and know when to buy or hold 

• Turn News into Action – Understand how elections, Federal Reserve moves, and global events impact your investments, and how to respond strategically

• Avoid Costly Mistakes – Minimize taxes and fees, sidestep “hot tips,” and set up a long-term plan that supports your financial goals

Who is this for? 

ADULTS - Most adults never learned this in school and now feel behind, overwhelmed, or embarrassed when it comes to investing.  Maybe you:

• Don’t know where to start and feel like everyone else is ahead.
• Want to teach your kids smart money habits but don’t feel confident yourself.
• Took a break from career or finances (parenting, life changes) and want to catch up fast.

This workshop is designed for real people, not Wall Street insiders. In plain English, I’ll show you exactly how to get started—so you walk away empowered, not confused.

What You'll Get:

• 2 hour LIVE class via Zoom @ 1 - 3pm EST / 10am - 12pm PST   
• Expert led hands-on interactive class (NOT a boring lecture)
• Workbook

IMPORTANT DETAILS:

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FULL refund if cancelled 72hours before class starts.