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Wealth University

How to Invest and Build Your Retirement Portfolio Comprehensive Financial Plan

How to Invest and Build Your Retirement Portfolio Comprehensive Financial Plan

Regular price $ 250.00 USD
Regular price $ 500.00 USD Sale price $ 250.00 USD
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Now that you've taken How to Invest in the Stock Market, it's time to create your financial plan!   You must complete Part 1 and Part 2 prior to starting this course. 

Build Your Wealth Portfolio Bootcamp

This is a 4-week course that will include 90 minutes of course time, and 90 minutes of hands-on each week to help you build your first investment portfolio.

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 Workshops: 

1- Opening your brokerage account

2 - Researching stocks and ETFs

3 - Placing your first trade

4 – Setting Alerts, Take Profit/Stop Loss Orders

PRICE: $1500 discounted to $750.

Pay $250 today then $100 per month for five months.  You will be automatically billed on the first of the month starting next month.  You will receive a Financial Planning Portfolio in the mail when your financial plan is complete. 

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.

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