Live In Person Intermediate Course
Vancouver Edition Round 1
(separate from the Jane Ambassord Live event)
You’re ready to level up? Are you feeling confident with the basics and excited to learn more about growing your net worth, developing other streams of income, and planning for retirement? The intermediate course will build upon the beginner course and get more into the technical aspects of building out your financial freedom plan. The beginner course laid down the foundation, and now the intermediate will allow you to implement the strategy, apply time-tested investment strategies and introduce you to a variety of asset classes.
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
Offered in a live setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Last year in YVR was my first time presenting the Beginner Course outside of Ontario! This year I’ll be hosting it again, along with this intermediate course, with my friends at Coast Performance Rehab.
Also, this year, my friends from Jane and their Ambassador Team will be joining the event. This will be a great way to network with other like-minded clinicians!
Date: Sunday June 25, 2023
Starting time: 1pm PST
Duration: 2.5hrs (Including Q & A)
Location: Coast Performance Rehab (North Van) 138 E 13th St #210, North Vancouver, BC V7L 0E5
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 Investing- What it is? Why Invest
Can You Rely on Your Pension?
What is Financial Portfolio Construction?
Case Study Examples and Walking Through Spreadsheets