Investing MasterClass

Thursday October 21st 6:00 - 8:30pm EST
Working Session Saturday October 23rd 10:00am - 11:30am


Cost $399 (Valued at $897)
Cancellation Policy: 24 hours prior to class via email ([email protected])


This MasterClass is designed specifically for women. If you have been striving for financial peace of mind, if you are ready for financial security, if you are ready to see your portfolio take off, but find yourself overwhelmed or confused by investing options, this MasterClass is for you.

You will know how to work with an advisor from an empowered position and how to invest on your own. We will address common challenges and create an environment that builds confidence.

Course curriculum

  • 1

    Getting Started

    • DISCLAIMER

    • Course Information: Zoom Link & Support

    • Purchase Agreement and Photo Consent form

    • Getting started-Please familiarize yourself with the following topics before the sessions begin
  • 2

    Portfolio Analysis

    • Evaluate Your Current Portfolio

    • Portfolio Analysis Form: Step-By-Step Instructions
  • 3

    Key Concepts

    • Lesson 1: Fundamentals Of Investing -Overview

    • Lesson 2: What You Need To Know - Overview

    • Lesson 3: Fees

    • Lesson 4: Return On Investment

    • Lesson 5: Benchmarks

    • Lesson 6: What Are Stocks?

    • Lesson 7: What Is A Mutual Fund?

    • Lesson 8: What Is An Index Fund?

    • Lesson 9: Where To Invest?