How to Start Investing For Your Kids
Workshop Length: 75 mins
Whether you have already start investing for your kids or you have no idea where to begin, this workshop deep dives into learning the essential financial accounts available to you as a parent and shares actionable items so that you hit the ground running from day 1!
Level - Beginner-Intermediate
We’ll cover the basics so you can invest with confidence
OBJECTIVES
Course Objectives & Outcomes
How I Set Up My Kids to Be Millionaires By 25!
The details of my kid’s portfolio that has them set up to be millionaires before 25.
What Type of Account to Open for Your Kids
The ins and outs of the most popular accounts (and some you’ve never heard of)
How To Choose An Investing Platform
What to look for when choosing a brokerage
How Much and How Often To Save
Determining your number and how to confirm that you can reach it
What You Need to Open An Account
The basics on how to open an account for your child from top to bottom.
Answers to The Most Common Question
Wondering what happens to the money if your kiddo doesn’t go to college? Get the answers here
TESTIMONIALS
What Our Students Say
“I started this in December of last year because of your content. Samone and I made a pledge together to turn around our finances. My score rose by 25+ points in two months; debt is being handled; … Once I started following your content, I became more serious about changing the state of my financial situation as well as impacting it’s future state”.
Matthew
“WOW … Thank you so much for delivering such a content-packed and engaging presentation. You really offered tremendous value, and I appreciate you taking the time to put this together … Thank you again for your expertise, passion, and time today”
Leigh Mascolino
Director of Career Development
Ohio Wesleyan University
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- Downloadable Tools & Action Guides
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DISCLAIMER: This Agreement is entered into by and between: Wealth From Scratch LLC (“the Company”) and Client (“the Client”), whereby the Company agrees to provide training and education services via workshops, memberships, ebooks and other educational material. 1. The Client is solely responsible for creating and implementing his/her own results, decisions and actions. The Company is not liable or responsible for any actions or inactions (direct or indirect) that the Client takes as a result of participating in the Program. 2. The Company does not guarantee specific outcomes (financial or otherwise) for the Client, solely as a result of participating in the Program. The Company will provide education, training, and tools, but implementing these learnings is the sole responsibility of the Client. 3. The Client acknowledges that coaching does not constitute or substitute for legal, financial, tax, or insurance advice, or any other advice from a licensed professional outside the coaching industry. Further, none of the content provided constitutes a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. None of the information providers or their affiliates will advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. 4. The Client acknowledges that, while sensitive/personal topics may be discussed, coaching does not constitute or substitute for therapy, counseling, or mental health treatment. 5. registering for a class, workshop, membership or purchasing any product constitutes agreement and acceptance of this.