Money Matters
Win-Win Investing
In this investing workshop, you will learn various investment choices that allow you as the investor to benefit from either a bullish or bearish market. Whether you are a beginner or an advanced trader, this strategy is designed to help traders "win" in both up and down markets. A list of investment ideas will be shared as trading examples for attendees. You will receive a copy of the instructor's "Master List of Ingredients" which explains the different types of investments. This course is strongly recommended before taking either of the Option Basics courses.
Option Basics Series
In this Option workshop, you will learn options basics, terminology, and one options trading strategy. Whether you are a beginner or an advanced trader, this strategy is designed to help create monthly income for your portfolio. You have the option to register for the courses individually, but there is a discount available if you register for two courses together.
Option Basics: Selling Puts
In this Option workshop, you will learn options basics, terminology, and one options trading strategy. The strategy will explain how to use options to possibly acquire a stock at a sale price while getting paid in the meantime. Whether you are a beginner or an advanced trader, this strategy is designed to help create monthly income and pay less for the stocks in your portfolio. Attendees will receive a copy of the instructor's "trading recipe" that explains the recipe step-by-step. It is strongly encouraged you take the Win-Win Investing course first.
Option Basics: Covered Calls
In this Option workshop, you will learn options basics, terminology, and one options trading strategy. The strategy will explain how to "charge rent" or generate income on the stocks in your portfolio. You will also learn how to find stocks to "rent out." Whether you are a beginner or an advanced trader, this strategy is designed to help create monthly income for your portfolio. Attendees will receive a copy of the instructor's "trading recipe" that explains the strategy step-by-step. It is strongly encouraged you take the Win-Win Investing course first.
Rewire for a Wealthy Brain Series
Embark on a comprehensive journey to financial empowerment with our series: "Rewire for a Wealthy Brain." In this transformative series, we offer three distinct yet interconnected courses designed to revolutionize your financial mindset and skills. You have the option to register for the courses individually, but there is a discount available if you register for all three courses together.
Rewire for a Wealthy Brain: A Blueprint for Smart Saving
Rewire for a Wealthy Brain: A Blueprint for Smart Saving is designed to empower you with the knowledge, mindset, and strategies necessary to achieve financial success. Whether you're just starting your financial journey or seeking to enhance your wealth-building skills, this course provides you with a blueprint for smart saving. Join us on a transformative journey where we unravel money's mysteries and foster a community committed to financial abundance. Together, we'll navigate the realms of smart saving, strategic spending, and savvy investing, empowering you financially.
Rewire for a Wealthy Brain: A Blueprint for Strategic Spending
In an ever-changing financial landscape, your ability to control your spending is a key determinant of your financial success. Rewire for a Wealthy Brain: A Blueprint for Strategic Spending is an innovative course designed to empower you with the knowledge, strategies, and psychological insights necessary to optimize your spending habits, eliminate unnecessary expenses, and make informed choices that align seamlessly with your financial goals. Discover ways to revolutionize the way you perceive and manage your finances.
Rewire for a Wealthy Brain: A Blueprint for Savvy Investing
Rewire for a Wealthy Brain: A Blueprint for Savvy Investing is an immersive course designed to revolutionize the way you approach wealth-building through smart investment and risk management strategies. This course empowers you with the knowledge, mindset, and skills needed to navigate the world of investments more confidently and make more informed decisions toward achieving your financial goals. Join us in this transformative journey, where we not only unravel some of the mysteries of money but also foster a community of individuals committed to rewiring their brains for financial abundance.
Clarifying Medicare
Get a broad overview of Medicare, how it works, when to enroll, and the available options. Examine the differences between Medicare Advantage Plans and supplements. Understand individual needs and examine available tools and resources. We are pleased to offer this course free of charge, pursuant to Medicare rules.
Savvy Social Security Planning
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive during your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.