Here's What You Get With Each MoneyMastersSM Class
- First-class seating in a classroom setting away from the crowds
- More than a dozen investing and trading topics to choose from
- More one-on-one interaction and Q&A time with sought-after speakers
- Limited attendance, so you get more personalized 1:1 attention
- No commercials, 100% actionable education you can implement right away
- Complimentary refreshments in your VIP conference room
- Class materials delivered to you in the room with exclusive discounts
Everyone likes dividend-paying stocks, but not all dividend-paying stocks are created equal. In this workshop, John Dobosz from Forbes and Kelley Wright from Investment Quality Trends will show you two different methods to identify high-quality, dividend-paying stocks that offer good current value and excellent upside potential.
John Dobosz will present a checklist of fundamental criteria for finding desirable dividend stocks that trade at discounted valuations with dividends well covered by cash flow. He will also outline options-selling strategies to generate additional income, including covered calls and put writing.
Kelley Wright will cover how to use dividends and dividend yields to identify high-quality stocks and know when they offer good value. He will also show how the dividend yield gives clear guidance on when to buy, sell, or hold a stock.
If you've been struggling to find higher-income opportunities for your portfolio in this low-yield environment, you won't want to miss this event!Show More
In this master class, Harry Boxer, president and founder of thetechtrader.com, will show you what criteria he uses to create a pre-market focus list. Harry will reveal what one-minute chart patterns he believes to have the highest probability for profitable day trades. You will learn what to look for in the early trading action to determine what formations have the best potential for extending during the trading session.
He will demonstrate how gaining knowledge from his 55 years of analyzing repeating patterns will enhance your trading profits. Learn to identify the best pattern setups to maximize your wins, and how and where to set targets and stops. These trading guidelines will show you how to "stay in trade" to give you the opportunity to extend your trading profits.Show More
Emotions are an investor's worst enemy, causing them to buy at the top, sell at the bottom, and play whack a mole in between. However, history shows that by embracing a rules-based investment approach, one would have extracted their emotions from the investment process, improved performance, and reduced volatility.
Sam Stovall, chief investment strategist of CFRA, and author of The Seven Rules of Wall Street, will discuss market-beating sector-rotation strategies using ETFs and stocks that leverage seasonality, momentum, correlation, and quality, not only from a US perspective, but also when investing in Canada, Europe, and Asia.
Come hear Sam Stovall also talk about whether investors should let their winners ride by investing in last year's top-performing S&P 500 sub-industries or buy low and sell high by constructing a portfolio of last year's worst-performing groups.
Learn why sell in May and go away is more than just an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year.Show More
Are you feeling stuck? You're not alone. Successful traders and investors don't become such by simply learning a strategy or two. It's a vital first step, but they also have two more things in common: discipline and what psychologist Carol Dweck calls "a growth mindset." Veteran trader, Toni Hansen, will explore concrete strategies she has used over the past 25 years to overcome obstacles in her trading career and how mindset, discipline, and technical analysis go hand in hand.
Life is crazy, unexpected, and always changing. No matter what you face, you need a system of trading and investing that lets you rapidly adapt to changing circumstances. Do you have one? Toni will share with you how she developed a system of market analysis that has allowed her to smoothly navigate the markets through the chaos that is life and how you, too, can persevere and succeed.Show More
You've been a successful investor, but have you procrastinated about your entire financial plan--including your life insurance, estate plan, long-term care insurance, helping your children (or grandchildren) with college, buying that first home, or creating a stream of retirement income? More importantly, do you know where to go to get trusted advice on all these issues? And have you planned for the unexpected market shocks that could impact your carefully made plans?
Terry Savage is a nationally recognized expert on personal finance, the economy, and the markets. She is the author of four best-selling books on personal finance, including The Savage Truth on Money. She is also a founding member-and the first woman trader-on the Chicago Board Options Exchange. Terry will deliver a MoneyMasters class in personal financial planning, followed by a no-holds-barred Q&A session after each of the above-named topics.Show More
In this brand-new, first time ever MoneyMasters class, Steve Strazza, director of research of All Star Charts, will walk you through trend recognition tools, momentum, relative strength, and show you how to build scans to find opportunities in stocks.
These will help you increase the probabilities of success and help you identify asymmetrical risk vs. reward opportunities skewed in your favor. Using technical analysis, he will go over stocks, interest rates, commodities, and currency markets to find ongoing themes and then look more specifically on how to best express those themes using stocks and ETFs.
Steve brings a unique perspective to the world of technical analysis due to his diverse background. He found an affinity for financial markets during his first job out of college as a Big-4 CPA, auditing some of Wall Streets largest broker-dealers, such as Interactive Brokers and Morgan Stanley. He then worked in the asset management industry in a variety of roles including controller for a private equity start-up, fund accountant at two large hedge funds, and most notably, as a personal accountant for Steve Cohen at SAC Capital and Point72.
Using relative strength, market breadth, and trend identification, Steve will go over all the major indexes, sectors, industry groups, and individual stocks. This is a can't-miss presentation as he will go through the stock market, interest rates, gold, crude oil, and cryptocurrencies.Show More
Investment markets changed a lot over the years, but most retirement investment strategies haven't adapted. They're waiting for the old markets to return. That's why so many people aren't financially prepared for retirement.
Investors don't have to struggle the way most have since 2000 and especially since 2007. But you can't profit by using leftover strategies that worked in the pre-2000 bull market, the 2008 financial crisis, or the pre-2020 pandemic. In this class, Robert Carlson, editor of Retirement Watch, will share with you the changes in markets and other new factors that cause traditional investment strategies to fail.
Whether you are already retired or planning for retirement, there are 10 questions you must answer. You also need to keep reviewing those questions and revising your answers throughout retirement. These questions often are the most-overlooked issues in retirement, yet they determine if your retirement will be a success.Show More
Put-selling is a low-risk option strategy with the critical goal of generating cash flow with capital preservation in mind. One of the many benefits of selling cash-secured puts is its flexibility to be utilized in a multiplicity of circumstances such that it can accommodate various strategy goals and personal risk tolerances.
In this MoneyMasters course, Alan Ellman, president of The Blue Collar Investor, will detail all the information necessary to master this versatile investment approach.
- The strategies covered in this course include:
- Section I: Option Basics
- Section II: Traditional Put-Selling
- Section III: PCP (Wheel) Strategy
- Section IV: Buy a Stock at a Discount Instead of a Limit Order
- Section V: Ultra-Low-Risk Put/Delta Strategy
- Section VI: Ultra-Low-Risk Put/Implied Volatility Strategy
This class will include real-life examples with a step-by-step explanation from start to finish of the trades, including initial and potential calculation returns. Beginners, as well as more advanced options traders, will benefit from attending this class.Show More
Join David Phillips, best-selling author of Estate Planning Made Easy, and attorney Richard Durfee, author of the newly released book Trust Issues, as they discuss the intricacies of keeping your estate from the hands of creditors, predators, and the IRS, with the ultimate goal to "Live Well and Leave a Legacy!" They will also reveal the impact the forthcoming election will have on your overall estate and financial planning.
During This Exclusive Event You Will Learn:
- Part 1: Rules for the Road
- The New Retirement Rules: Pitfalls and Opportunities
- The Importance and How To's of Tax Bracket Management
- How to Significantly Reduce Your Taxable Income
- How to Offset the Onerous SECURE Act
- Part 2: Live Well
- Optimizing Your Retirement Benefit: When and How to Cash Out and Cash in
- Asset Protection: The Top Five Wealth Destroyers and How to Avoid Them
- The Top Estate-Planning Mistakes and How to Avoid Them
- Chart a Course for the Next Five Years: Where Should You Be vs. Where You Will Be
- Capital Gains Secrets: Reduce Taxes, Increase Income, Provide for Heirs, and Make the World a Better Place
- How to Establish Your Own Personal Family Bank
- Part 3: Leave a Legacy
- How to Legally and Lawfully Disinherit the IRS
- Tax Free vs. Tax Deferred Alternatives
- The "Dynasty" Family Office and Family Bank Model of Multi-Generational Wealth Preservation
- How to Effectively Tackle The Long-Term-Care Crisis
- The Social & Family Importance of the Family Foundation
Each attendee will receive a complimentary copy of David's acclaimed Special Report: The Bombshell Battle Plan: How to Defend Against the IRS' Secret Weapon, Post 2020 Election, & SECURE Act.Show More
This year, more than any other, investors and traders need to hone their skills and knowledge in what technical tools will best help at stock picking and trading tactics. Price-based indicators are useful tools, but it's not always about price rather than about the "condition" of price.
Discover how the momentum or a stock's pace of price change, plus volume to identify participation, and relative performance can highlight whether a stock is attractive or losing its luster relative to the broad market.
John Person, CEO of John Person Inc., is a 40-year veteran trader, trading system developer, author of several highly acclaimed trading books, and creator of the Persons Pivots and PPS momentum indicators found on brokerage-firm platforms such as thinkorswim, TradeStation, and Trade Navigator.
In this MoneyMasters class, he will show you how to use three tools:
- Specific volume analysis to identify market participation
- The PPS indicator that shows true price momentum
- Why the PMC indicator should be on every stock trader's charts for identifying relative performance
You also need to know how, when, and where to place stop loss and trailing stops, as well as trading tactics such as scaling into and out of trades.Show More
Regarded as one of the top growth-and-income investors on Wall Street, Louis Navellier, editor, Growth Investor, Breakthrough Stocks, and Accelerated Profits, is an old-hand at ferreting out equities with a good balance of income and appreciation. He will discuss how he utilizes extensive quantitative and fundamental analysis to identify top income-investment opportunities.
Tim Plaehn, investment research analyst, Investors Alley, will discuss the different types of dividend stocks. Investors often do not realize there are different categories driven by tax rules and business categories. He will also cover the ins and outs and differences of managing a stock portfolio focused on dividend income.
Dividend-focused investors can look forward to more consistent results, typically outperform other stock market strategies, and most importantly, they sleep well at night.Show More
Trading options is fascinating, but it can be frustrating if you don't do it the right way. You might have heard the statistic that 90% of options expire worthless. In this MoneyMasters class, Markus Heitkoetter, author, educator, professional trader, and CEO of Rockwell Trading Services, LLC, will teach you a trading strategy that allows you to take advantage of that fact.
Most options traders lose money, so you will learn how to do the exact opposite and start making money with options. Markus will briefly cover some options basics, and then we dive into the trading strategy, and you will learn every detail so that you can start trading it right away.Show More
Cancellation Fees: All sales are final, however, credit towards a future event will be given for Standard & Preferred Event pass and MoneyMasters Class purchases if you cancel in writing at least 14 days before the event due to Covid-19 concerns. VIP memberships are non-cancellable and non-transferrable. Limited attendance, all registrations and hotel reservations are on a first-come, first-serve basis.
Here's What Our Attendees are Saying
Adrian Manz is a super guy all-around. His trading book Around the Horn is worth reading, too!
Dan Gramza is one of the most honest and sincere market technicians in the commodity industry. He is also a genuine and kind individual who will go out of his way to help anyone. I would highly recommend anyone to view Dan's work and subscribe to his services.
Toni Hansen has innovative ideas on trading the market. Rather than to rehash the some old technical charts, Toni’s experience in music has given her insights into the financial markets that other market technicians have yet to understand. Her educational materials are highly recommended for the serious trader or investor.
Jake Bernstein, your work is clear and precise, setup, trigger, follow through. Your experience and knowledge is clearly evident to anyone who has traded the market.
I have become a confident trader! Markus Heitkoetter is arguably one of the best educators I encountered as he caters to a wide range of traders with various levels of knowledge and experience. Highly recommended!