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.