Taking small steps today to positively impact tomorrow!
See below for information about my courses and workshops.
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Sunday January 19th & 26th 4-7:00 pm
Course Description:
Are you ready to take control of your financial future but don’t know where to start with stock investing? This is a beginner-friendly, online class designed to introduce you to the basics of the stock market in an easy-to-understand way. In this two-week, six-hour course, you’ll learn how to invest with confidence, demystify the complexities of stock investing, and start building a portfolio that aligns with your financial goals.
This course is ideal for those who have little or no experience with investing. We focus on simplicity, clear explanations, and interactive learning, ensuring you’re comfortable as you begin your investment journey. The class is structured in two 3-hour sessions held live via Zoom, providing ample opportunity for questions, discussion, and personalized feedback in a small-class setting. Cost: $600 (payable in two installments)
What You’ll Learn:
How the Stock Market Works: Understand the fundamentals of stock investing, how to select stocks, and how to leverage them for income.
Building a Portfolio: Learn how to select investments that match your financial goals and risk tolerance, and create a well-diversified portfolio.
Risk Management Strategies: Master techniques to minimize losses and protect your investments from market volatility.
Practical Stock Selection: Discover the tools and techniques to identify high-potential stocks and avoid common pitfalls.
The 5-Step Trading Plan: Gain a proven, step-by-step approach for making informed, low-risk investment decisions, removing the guesswork from trading.
Free Resources for Investors: Get access to top-rated, no-cost stock research tools to guide your investment choices.
Throughout the course, you’ll receive access to expert guidance, free stock research resources, and the support of your fellow learners in a collaborative, low-pressure environment. The goal is to give you the knowledge, tools, and confidence to start investing—whether you’re looking for long-term growth or consistent income through dividends.
By the end of the course, you will be equipped to select an investment brokerage, make smart stock picks, and even automate your investments to ensure steady growth. With past students raving about the simplicity, effectiveness, and practical takeaways from the class, you’ll be well on your way to making informed, confident investment decisions.
Key Features:
Live, interactive Zoom sessions with small class sizes for personalized attention
Easy-to-follow curriculum designed for beginners
Proven strategies for risk management and consistent returns
Real-world tools and resources to enhance your learning
Don’t let complexity hold you back—join Closing the Wealth Gap: Investing 101 and start your journey to financial freedom with the knowledge you need to succeed in the stock market.
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Saturdays January 25th & February 1st 8:00 - 11:00am
Course Description:
Are you a long-term investor who now wants to take your skills to the next level to generate income by completing shorter term trades? Strategik513's Mastering Swing Trading course is designed specifically for those ready to transition from buy-and-hold strategies to the dynamic world of swing trading. In this intermediate-level course, you will learn how to leverage short-term price fluctuations to identify and capitalize on profitable trading opportunities. Cost: $700 payable in two installments.
Swing trading involves making strategic trades based on price swings, typically over a few days or weeks. While it can offer substantial rewards, it also comes with increased risk. This course is crafted to help you navigate the complexities of swing trading, providing you with the tools, strategies, and knowledge you need to maximize your success while managing risk.
Over the course of two interactive, three-hour sessions, you will explore:
Core swing trading strategies: Learn how to identify entry points, spot potential price swings, and time your exits effectively.
Risk management: Understand how to manage volatility, set stop-loss orders, and determine position sizes to protect your capital.
Key technical indicators: Discover the tools traders use to analyze market trends, spot momentum shifts, and make data-driven decisions.
Timing your trades: Master the art of knowing when to enter, hold, and exit a trade to maximize profits.
Profit-taking strategies: Learn the best practices for locking in profits without leaving money on the table.
This small, interactive online course ensures that participants have the opportunity to ask questions, share insights, and receive personalized guidance from expert instructors. With a focus on practical application, you'll walk away from this course with the confidence to start executing swing trades while effectively managing risks.
Course Requirements:
Basic understanding of stock market investing and long-term trading
Familiarity with fundamental and technical analysis principles
A desire to learn how to use short-term price movements to enhance your trading strategy
Course Duration:
Two sessions, each 3 hours long.Course Format:
Interactive, live, online format with Q&A sessions and real-time trading examples.By the end of the course, you'll be equipped with the knowledge and strategies to confidently enter the world of swing trading, enhancing your portfolio with short-term, high-potential opportunities.
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Sundays January 19th & 26th 4-7:00 pm
Course Description:
This 2-hour online refresher course is designed for individuals who have completed the Strategik513 classes and are looking to reconnect with the stock market, rekindle their interest in investing, and develop an updated strategy for 2025. Whether you've been out of the market for a while or simply want to review and fine-tune your approach, this session will provide valuable insights to enhance your stock investing knowledge and strategy. Cost: $125
Course Highlights:
Review of the Past Year’s Stock Landscape: We will start by analyzing key trends, challenges, and successes from the past year in the stock market, giving you a clear understanding of what has shaped the market and how certain sectors have performed.
Spotlight on High-Performing Stocks: We’ll highlight some of the top-performing stocks of the year and discuss the factors behind their success. You’ll gain insights into identifying stocks with strong growth potential moving forward.
2025 Stock Trading Strategy: As we approach a new year and the possibility of a new administration, it’s crucial to reevaluate your strategy. This session will guide you through developing a customized stock trading strategy for 2025, considering both macroeconomic factors and individual stock opportunities.
Index Funds to Watch: A well-rounded portfolio often includes index funds. In this session, we will review 5 index funds that could be a great addition to your investment strategy, providing diversification and long-term growth potential.
Interactive Q&A: Past Strategik513 students will share their personal experiences, lessons learned, and insights. This will be followed by an interactive Q&A session, where your questions will drive the discussion, allowing for a dynamic, community-driven learning experience.
By the end of the course, you’ll walk away with a refreshed understanding of the market, a clearer investment outlook for 2025, and a stronger foundation for building your next steps in stock investing. At Strategik513, we want to ensure you have the knowledge to change the game!
Prerequisite: Completion of Strategik513 stock investing classes or similar introduction to the stock market course.
Duration: 2 Hours
Format: Live Online Session (Interactive, with Q&A)Who Should Take This Course?
Former Strategik513 students looking to update their knowledge and investing strategy
Individuals eager to learn about current stock market trends and how they might impact their 2025 plans
Investors seeking a collaborative environment to refine their investment approach and discuss key market insights
Payment Options
Please see payment options for class registration below
Are you ready to take control of your financial future but don’t know where to start with stock investing? This course is a beginner-friendly, online class designed to introduce you to the basics of the stock market in an easy-to-understand way. In this two-week, six-hour course, you’ll learn how to invest with confidence, demystify the complexities of stock investing, and start building a portfolio that aligns with your financial goals. *Second installment due 1 week before course*
This 2-hour online refresher course is designed for individuals who have completed the Strategik513 classes and are looking to reconnect with the stock market, rekindle their interest in investing, and develop an updated strategy for 2025. Whether you've been out of the market for a while or simply want to review and fine-tune your approach, this session will provide valuable insights to enhance your stock investing knowledge and strategy.
Are you a seasoned investor who has found success with long-term trading and now wants to take your skills to the next level? Strategik513's Mastering Swing Trading course is designed specifically for those ready to transition from buy-and-hold strategies to the dynamic world of swing trading. In this intermediate-level course, you will learn how to leverage short-term price fluctuations to identify and capitalize on profitable trading opportunities. *Second installment due 1 week before course*