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Private Advanced Investing Workshop

Private Advanced Investing Workshop

$200.00 $150.00

Let’s do a private advanced investing concepts workshop together!

You must have a sound fundamental knowledge of investing basics (see our class on that) to gain a benefit from this class. We cover asset location (as opposed to allocation), Roth conversions, back-door Roth conversions, gain harvesting, and loss harvesting. We don’t cover topics like puts/calls, shorting stocks, etc as we believe in simple, inexpensive investing.

We’ll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals.

Click the Schedule Now button to set up a date and time at your convenience.

Schedule Now

Description

Let’s do a private advanced investing concepts workshop together!

You must have a sound fundamental knowledge of investing basics (see our class on that) to gain a benefit from this class. We cover asset location (as opposed to allocation), Roth conversions, back-door Roth conversions, gain harvesting, and loss harvesting. We don’t cover topics like puts/calls, shorting stocks, etc as we believe in simple, inexpensive investing.

We’ll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals.

Click the Schedule Now button to set up a date and time at your convenience.

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