Build Your W.E.A.L.T.H. Portfolio Bootcamp - One on One

Build Your Wealth Portfolio Bootcamp - One on One

This private investing bootcamp is for adults age 18 and over.   Click Here for our adult group bootcamp.    Click Here for our youth bootcamp.

What is the stock market?  Why is it one of the most reliable ways to ensure that you have an income in retirement?  What is a stock?  How do you start investing?  What is a mutual fund? What is an ETF? How do you choose investments based upon your risk analysis?  

This program incorporates personalized coaching designed to maximize individual learning strengths and unlike most classes with speculative cases, this is live, personalized, simulated coaching where participants learn to trade during market hours with live market data.

This is an 8 week bootcamp taught by our esteemed finance professor and investment advisor, Erika Blair. 

Topics Covered:

1 – Set your Mind Right for Investing

2 – Determine your Asset Allocation strategy

3 – Develop your Investment Criteria (Determining “What To Buy”)

4 - Designing your Investment Strategy (Determining “When to Buy”)

Hands-on Live Sessions During the Open Market Will Cover: 

1- Opening your brokerage account

2 - Researching stocks and ETFs that align with your investing strategy

3 - Placing your first trade with simulated investing

4 – Setting Alerts, Take Profit/Stop Loss Orders, Think or Swim

THERE IS NO COMMISSION ON THIS PRODUCT.   THERE ARE NO DISCOUNT CODES SINCE IT IS ALREADY SIGNIFICANTLY DISCOUNTED.  IT IS A SERVICE PROVIDED BY YOUNG WALLSTREET PLANNING.

No Refunds.