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Phase-2: Beyond the Basics

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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

–Do you have a question for Lynn? Schedule Some time.–

Related Links

Successful Money Management – Phase 1: Introduction to the Basics

Successful Money Management – Phase 3: Wealth Creation

Advanced Financial Clinic
Ongoing: Money Mentorship