Workshops 

The workshop teaches you everything you need to know to start investing in the stock market with confidence. The exact workshop dates and times are decided as a group once you have confirmed and paid. This is an ongoing program that begins with a 4 week Workshop either in person or remotely for 10 hours class time (4 classes x 2.5 hours each). After the workshop, we set up your long term portfolio 1-1 so you can just manage it passively.

WEEK 1 INTRODUCTORY TOPICS:
-Mindset shift around money from fear to abundance
-What are the fees/risks in trading? 
-Set up a framework around Financial news and data

WEEK 2 BACKGROUND KNOWLEDGE TOPICS:
- Financial terms and concepts de-mystified
-Fundamental Analysis (What you really need to know)
--How do I cope if the market crashes?
WEEK 3 TRADING SPECIFIC TOPICS:
-The "psychology of Investing"
-How to evaluate stocks
-Where to find winning stocks

WEEK 4 YOUR FUTURE AS AN INVESTOR TOPICS:
-Can I live off of trading?
-How do I outperform the market?
-Trading simulations (How much, How to execute trades)
Schedule a Call  

MasterClasses

Masterclasses are either in person or virtual and usually last up to 2 hours. 
They tend to be somewhat high level and for all levels with investing topics ranging from 
- "How to invest during Covid" 
- "The benefits of investing early" 
- "Investing in the stock market 101".  
Past venues have included Hubud, the Hive, WeWork, IBM, Accenture, PayPal, Bloomberg, KPMG, Hilton, etc. 
Schedule a Call

Retreats

Financial Wellness retreats are taking place in Bali and the Maldives. 

Temporarily halted due to Covid -19
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