Does the investing information out there overwhelm you?
When I opened my non-retirement investment account, I started with just $20 per week and, to be honest, I had no clue what I was doing. As a first-generation daughter of immigrants, I struggled to wrap my head around the confusing terms . . . let alone master the strategies it’d take to become a successful investor.
As I became more knowledgeable and confident, I started increasing the amount I was investing and adjusting my strategies. Years after taking that leap, I now have a multiple six-figure investment portfolio and I WANT TO TEACH YOU HOW TO ACHIEVE THE SAME! 🙌🏼
This masterclass is for those interested in investing in non-retirement accounts. In this masterclass, you will learn the fundamentals of investing including all about index funds and ETFs, the power of passive investing, how to easily implement wealth-building strategies, and my top tips for becoming a successful investor. And you’ll get to look inside my own investment portfolio (yes, seriously!).
** OVER 400 PEOPLE HAVE ENROLLED IN THIS CLASS. I AM PROUD OF THE INCREDIBLE FEEDBACK IT HAS RECEIVED! (SEE BELOW!) **
Have you ever thought:
• "I have debt, so I can't invest."
• "I don't have a lot of money to invest."
• "I'm so overwhelmed by all of the investing information out there."
• "I don't know which stocks to pick."
• "Are these investing apps legit?"
• "I'm scared of losing all of my money."
• "Isn't this a BAD time to invest?!"
. . . Let's confront those thoughts, conquer them, and get you on the path to investing with confidence in just ~2 hours!
With THE INVESTING MASTERCLASS, you’re getting:
• 5 EASY-TO-FOLLOW VIDEO LESSONS: My best-selling 2-hour masterclass (see detailed curriculum below) ($300 VALUE)
• *BONUS LESSON* -- LET'S GO SHOPPING: HOW TO BUY AN INDEX FUND (AND MORE!): Learn how to (i) open and fund an account with a roboadvisor; (ii) open a non-retirement brokerage account; (iii) research index funds; and (iv) purchase index funds ($200 VALUE)
• DOWNLOADABLE WORKBOOK: Investing Game Plan and Glossary of Common Investment Terms to help you implement your investing strategies, keep you focused and organized, and simplify common investing lingo ($100 VALUE)
** GET THE NEW BONUS! **
LEARN HOW TO:
(i) open and fund an account with a roboadvisor;
(ii) open a non-retirement brokerage account;
(iii) research index funds; and
(iv) purchase index funds!
Investing Masterclass Curriculum
- Download your workbook
- Welcome (1:34)
- Part I: 5 reasons we need to invest (3:27)
- Part II: An investing crash course (34:39)
- Part III: Crush these investing roadblocks (19:53)
- Part IV: Implement passive investing strategies (59:48)
- Part V: My top tips for becoming a successful investor (4:05)
- BONUS: Let's go shopping: How to buy an index fund (and more!) (33:43)
- Next steps and resources
Got questions? I’ve got answers!
How are the lessons taught?
My products are created with different learning styles in mind. Each lesson consists of a video where I appear on screen to walk you through the material and examples.
Does this class cover retirement accounts (e.g., 401K, 403B, Roth IRA, SEP IRA, etc.)?
Although the concepts covered in The Investing Masterclass overlap with investing for retirement, this class focuses on investing in non-retirement accounts. If you are interested in investing for retirement, I strongly recommend my course, The Blueprint to Financial Freedom, which has an entire module dedicated to investing for retirement.
Does this class cover active investing, day trading, cryptocurrency, futures, or options?
No. The Investing Masterclass focuses on passive investing strategies including investing in index funds and exchange-traded funds ("ETFs") through both robo-advisors and self-directed methods.
How long will it take me to complete the class?
The class is completely self paced, so you can go at your desired speed. The class video content is 2 hours. The BONUS video content is 33 minutes.
What if I need additional accountability or support?
The best way to work with me is via my signature course, The Blueprint to Financial Freedom and its group coaching.
How long do I have access to the masterclass?
Students will have complete access to the class for 12 months from the date of purchase. Students will have access to any and all updates that are made to the masterclass until the 12-month expiration period at no additional cost.
Even though you can watch the class at your own pace, I recommend completing as soon as possible to maintain the momentum as you navigate the material!
What is your refund policy?
Due to the digital nature of the product, all sales are final. No refunds will be given. Contact me if you have any issues: [email protected].
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Disclaimer
The information provided in The Investing Masterclass is not intended as financial, tax, or legal advice. All information provided is for educational purposes only. I am not a financial advisor, tax professional, Certified Financial Planner, or Certified Public Accountant.