Live Intermediate Course
You’re ready to level up? Are you feeling confident with the basics and excited to learn more about growing your net worth, developing other streams of income, and planning for retirement? The intermediate course will build upon the beginner course and get more into the technical aspects of building out your financial freedom plan.
Offered in a live virtual setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Next Offering: FALL 2024
Time: 6pm EST
Who: Clinicians (PT, OT, RMT, DC, etc), Clinic Owners, Students, Administrators and Entry-Level Grads.
Duration: ~2.5hrs
Where: Google Meet (link will be provided after registration)
After this course, you should:
Have a better understanding of the many avenues of real estate investing
Know how you can invest in different strategies in the stock market
Know how the wealthy act as the bank and lend their own funds
Understand that there are alternative assets (Art, Wine, Whiskey and Cryptocurrency) that can be used to diversity a portfolio
Be able to navigate through the sample spreadsheets and track your own results
Topics will include:
Basic and Complex Tax Planning that I've Used
Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
Why Time is the Most Valuable Asset you Own
Should I pay off my mortgage or invest?
Robo-Advisor, Do it Yourself, Financial Advisor
Stock Market- Buy and Hold, Trading Options, DRIP
Dollar Cost Averaging, Lump Sump Investing, Time in vs Timing the Market
Private Lending- Promissory Notes, RRSP Lending
Life/Disability and Critical Illness Insurance
Wills, POA and Why they Matter!
Cryptocurrency- Buy and Hold
Fine Art Investing- What it is? Why Invest?
Fine Wine/Whiskey Investing- What it is? Why Invest
Can You Rely on Your Pension?
What is Financial Portfolio Construction?