Investment Basics Workshop:
It's Not Magic
(It's Math!)

You're successful. You're smart. You're thriving in your career and life. But when it comes to investing? That nagging feeling creeps in: "Am I doing enough? What am I missing?" You're not alone. Money anxiety doesn't mean money insecurity - it means your intelligence is already working overtime in every other area of your life. Financial clarity is just another skill we can build, and we don't have to do it alone.

You're already applying your intelligence everywhere else in your life. This is just one more area to unlock.

Private Group Workshop

Available to book for your team, office, or organization

In Person | 2.5 Hours

Private Workshop Includes:

Full 2.5 hour live session

Physical workbook with key concepts

Visual representations of concepts

Light Refreshments

Book Your Private Workshop

What You'll Learn

Understanding Investment Funds:

What they are, how they work, and their fee structures (index funds, mutual funds, ETFs)

Reading Fund Fact Sheets:

Documents that break down how a fund performs, what it costs, and what it invests in.

Dollar Cost Averaging Strategy:

Understanding this common approach to consistent investing.

It's Not Magic (It's Math!):

How compound interest turns time into money. It's how the wealthy grow fortunes (and it works for everyone!)

Risk, Time Horizons & Next Steps:

Understanding market volatility, investment timelines, common pitfalls, and what questions to ask yourself.

Never heard of dollar cost averaging? Don't know what a fund fact sheet looks like? That's exactly why this workshop exists.

This will be visual, interactive, and engaging. No complex calculations required.

This workshop provides educational information only. It does not constitute personalized investment advice. For recommendations based on your specific situation, you can book a free consultation.

Investment & Payment
Group of 10+: $50 per person
Group of 9 or less: $75 per person

Payment via e-transfer to: [email protected]

Ready to Unlock This Part of Your Mind?

We won't get ahead by staying stuck, and you don't have to do this alone.

Book Your Private Workshop

Questions?

This workshop provides educational information only and does not constitute personalized investment advice. For recommendations based on your specific situation, you can book a free consultation.

Contact: [email protected]

A knowledgeable investor follows a boring, disciplined, and actively passive approach. They spend time constructing a solid, diversified portfolio and then patiently let it work over time.