Successful Money Management – For the Intermediate Money Manager
Phase 2: Beyond the Basics

• Decision-Making Skills
• Asset Allocation
• Industry Overview
• Introduction to Charting
• Basic Portfolio Building
• Futurizing Your Wealth

(Using the Basics at a higher level Read More…)

3 + 1 Structure: Live with Lynn

3 Learning Courses – 1st, 2nd, and 3rd Tuesday of the Month.  8 pm Eastern (75 min) + private 1:1 calibration consult (30 minutes)

– Progression Teaching = OVER FOUR HOURS OF INSTRUCTION + Workbook and Assignments + Replays