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Private Advanced Investing Workshop

$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. We aren’t investment advisors, so this session is instructional only.

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. We aren’t investment advisors, so this session is instructional only.

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

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