Live Intermediate Course (Adulting 201)
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 setting, you will have the ability to engage directly with me, ask any questions you may have and learn about the most current and up-to-date financial news.
Next Offering: Sunday March 3 2024, @ 6pm EST
Duration: ~2.5hrs
Where: Google Meet (link will be provided after registration)
Topics Include:
Basic/ComplexTax Planning that I've Used
Why Time is the Most Valuable Asset You Own
Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
Pay down your principal residence or Invest?
Robo-Advisor, Do it Yourself, Financial Advisor
Stock Market- Buy and Hold, Trading Options, DRIP
Dollar Cost Averaging vs Lump Sump Investing
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?
What is Financial Portfolio Construction?
Can You Rely on ‘Your’ Pension?
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 setting, you will have the ability to engage directly with me, ask any questions you may have and learn about the most current and up-to-date financial news.
Next Offering: Sunday March 3 2024, @ 6pm EST
Duration: ~2.5hrs
Where: Google Meet (link will be provided after registration)
Topics Include:
Basic/ComplexTax Planning that I've Used
Why Time is the Most Valuable Asset You Own
Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
Pay down your principal residence or Invest?
Robo-Advisor, Do it Yourself, Financial Advisor
Stock Market- Buy and Hold, Trading Options, DRIP
Dollar Cost Averaging vs Lump Sump Investing
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?
What is Financial Portfolio Construction?
Can You Rely on ‘Your’ Pension?
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 setting, you will have the ability to engage directly with me, ask any questions you may have and learn about the most current and up-to-date financial news.
Next Offering: Sunday March 3 2024, @ 6pm EST
Duration: ~2.5hrs
Where: Google Meet (link will be provided after registration)
Topics Include:
Basic/ComplexTax Planning that I've Used
Why Time is the Most Valuable Asset You Own
Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
Pay down your principal residence or Invest?
Robo-Advisor, Do it Yourself, Financial Advisor
Stock Market- Buy and Hold, Trading Options, DRIP
Dollar Cost Averaging vs Lump Sump Investing
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?
What is Financial Portfolio Construction?
Can You Rely on ‘Your’ Pension?
This service is provided to you for information purposes only and is not investment advice or to be considered advice of any kind to you or any other person. I am describing the investments and processes that I have made myself and are reflective of my particular circumstances. Your circumstances are different and any discussion here is not intended to be and must not be considered to be a recommendation for you to make the same investment(s). Consult an adviser, consultant, legal/tax specialist, financial planner/advisor, and other professionals prior to making any investment decision.