Investing Workshop: Beyond the Basics

Service Description

Want to grow and manage your investment portfolio without incurring high advisor fees every year? A lot of people think building and managing a strong, resilient investment portfolio is complicated and takes up too much time. But it doesn't have to be. It can be simpler than you think. This workshop is for you if: ✅ You want a resilient portfolio you can grow and manage on your own ✅ You don't want to pay advisor fees every year that can range from 0.75% up to 2% of your entire portfolio value ... even when the market is down ✅ You’re looking for a practical, step-by-step hands-on experience that gives you the tools and confidence to build and manage your portfolio beyond the workshop What You’ll Learn During the Workshop: ✅Key building blocks of a strong, resilient portfolio that will set you up for success. ✅How to choose the right investment mix that aligns your investments with your risk profile and goals. ✅Smart strategies for selecting account types and optimizing tax-advantaged accounts. ✅Recognizing red flags and common investing mistakes ✅ How to measure progress and make adjustments when appropriate By the end of the workshop, you’ll have a clearer understanding of how to successfully manage your investment portfolio. What’s Included in the workshop: ✅Live 90-minute workshop + Q&A ✅Portfolio Planner Toolkit. ✅30-day access to the workshop replay ✅Quick-Start Action Plan ✅Special discount offer for a 1:1 portfolio review (optional) 👉 Register today. Only 20 spots available to enhance participant experience and engagement.