Live In-Person Intermediate Course
Elevation Realty
We enter the workforce ready to establish ourselves as real estate professionals. We have the entry-level knowledge and the soft skills that land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start. This was my story, and I’ve devised a plan for how to live the life I want without exclusively trading my time for money
Date: TBD
Starting time: Weekend Morning
Duration: ~2.5hrs (Including Q & A)
Professional Team: Elevation Realty
Location: New Address TBD
After this course you should:
Have a better understanding of the many avenues of real estate investing
Know how you can invest in different strategies in the stock market
Know how the wealthy act as the bank and lend their own funds
Understand that there are alternative assets (Art, Wine, Whiskey, and Cryptocurrency) that can be used to diversity a portfolio
Be able to navigate through the sample spreadsheets and track your own results
Topics will include:
Basic and Complex Tax Planning that I've Used
Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
Should I pay off my mortgage or invest?
Robo-Advisor, Do it Yourself, Financial Advisor
Stock Market- Buy and Hold, Trading Options, DRIP
Dollar Cost Averaging, Lump Sump Investing, Time in vs Timing the Market
Private Lending- Promissory Notes, RRSP Lending
Life/Disability and Critical Illness Insurance
Wills, POA and Why they Matter!
Cryptocurrency- Buy and Hold
Fine Art Investing- What it is? Why Invest?
Fine Wine/Whiskey Investing- What it is? Why Invest
Can You Rely on Your Pension?
What is Financial Portfolio Construction?