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June 10 - 12, 2021|Orlando, Florida
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MoneyMasters Classes

Attend these in-depth sessions and deepen your understanding of specific investment or trading topics. Don’t miss the insights, strategies, tools, forecasts, and specific recommendations that can turn investment potential into profitable success!

The Do's and Don'ts of Alternative Investments--An Insider's Perspective*
Thursday, June 10, 2021, 9:30 am - 11:30 am
Focus: ALTERNATIVE INVESTMENTS

Alternative Investments—often offered in the form of private placements—can provide investors with access to unique investment opportunities that generate attractive returns using strategies and instruments that are not available through standard, publicly offered investments.

Traditionally offered to an elite club of wealthy "smart money" investors, changes to long-standing regulation in the United States means that alternative investments are now being offered to a broader audience of individual investors, many of whom are searching for investment opportunities that are less correlated to the stock market. While the appeal of these unique opportunities and associated potential returns can appear obvious, selecting the right alternative investment can be a daunting challenge even for the most seasoned financial advisor.

In this MoneyMastersSM course, alternative investment specialist attorney and investor, Marc LoPresti, Esq., co-founder, BattleFin Group, LLC, will share insights gleaned from his 20+ years of experience in the alternative-investment space to provide you with must-know basics on understanding alternative investments including: alternative vs. traditional investment options, deal structure, due diligence, liquidity considerations, and portfolio allocation.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

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Tips & Tricks for Identifying Run-Away Momentum Stock Trades, Before They Move*
Thursday, June 10, 2021, 10:00 am - 12:00 pm
Focus: TRADING

The market in 2020, and so far in 2021, have offered traders unbelievable returns, but some traders seem to be more right and more profitable than others. Great stock pickers know ahead of time when a sector rotation will benefit their trades.

John Person, CEO of John Person Inc., is a 39-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 TD Ameritrade's thinkorswim, TradeStation, and software company Genesis Financial's Trade Navigator. In this session, he will share three main ingredients that will vastly improve your trade results and give you a decisive advantage over most traders.

Here are some highlights of what this session will cover:

  • How to run select scans and screening or filtering techniques, as well as which time frames to use
  • Which technical tools you need to uncover hidden gems
  • Several tips and tricks that will give you an edge in identifying potential run-away momentum stock prices before they take off

If you've ever wanted to learn practical trading techniques, as well as how to apply these tactics to help you gain an edge in profitability, then you won't want to miss this class.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Prospering in Times of Uncertainty and Change*
Friday, June 11, 2021, 10:00 am - 12:00 pm
Focus: ESTATE PLANNING

Join David Phillips, best-selling author of Estate Planning Made Easy, attorney Richard Durfee, author of the forthcoming book Trust Issues, and Melodie Durfee, CEO of Legacy Global Charities, an open platform consortium of worldwide charities that give life to your philanthropic vision for this class on effective financial, legal, tax, and charitable planning strategies for today's volatile economic and political world that will empower you to "Live Well and Leave a Legacy"TM.

During This Exclusive Event You Will Learn:

Part 1: Rules of the Road

  • New Retirement Rules: Pitfalls and Opportunities
  • Navigating the Double Hazards of Taxation and Inflation
  • How to Benefit From the New Tax and Retirement Incentives

Part 2: Live Well

  • Chart a Course for the Next Five Years. Where Will You Be?
  • Optimizing Your Retirement Benefits: When and How to Cash Out and Cash In
  • Asset Protection: The Top Wealth Five Destroyers and How to Avoid Them
  • Capital Gains Secrets: Reduce Taxes, Increase Income, Provide for Heirs, and Make the World A Better Place

Part 3: Leave a Legacy

  • Impact Investing: Self Interest That Saves the Planet
  • Tax Free vs. Tax Deferred Alternatives
  • Wealth Health: Next Generation Producers vs. Consumers
  • The "Dynasty" Family Office and Family Bank Model of Multi-Generation Wealth Preservation
  • Using Social Capital in a Family Foundation as a Next Gen Resource

Come join a lively and dynamic discussion and learn firsthand how to survive and thrive during these tumultuous times.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

How to Use the Market's Money to Financial Speculations: Trading Commodity Options with Creativity*
Friday, June 11, 2021, 10:30 am - 12:30 pm
Focus: COMMODITIES

Options are priced to lose. Thus, habitually buying options require impeccable timing and a little luck to succeed. However, traders might benefit from the use of option spread strategies aimed at using the market's money to purchase long calls and puts. In short, speculative option purchases can be financed by the sale of an eroding asset. Of course, this approach isn't without its disadvantages and opportunity costs but in the right circumstances, there are low- and limited-risk ventures with potentially attractive payouts.

Come find out how Carley Garner, senior commodity market strategist and broker of DeCarley Trading, creatively uses calls and puts and building blocks to create and adjust strategies with various risk and reward prospects.

Highlights include:

  • A crash course in option mechanics
  • An unconventional but logical approach to option trading
  • How to create custom delta positions with long and short call and puts
  • FREE option trades built for leverage and profit potential
  • Debit option spreads aimed at keeping risk low and limited
  • Adjusting risk and delta with market fluctuations
  • Real-world trading examples
*$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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How to Maximize Gains and Minimize Risk in the Gold Sector*
Friday, June 11, 2021, 1:00 pm - 3:00 pm
Focus: COMMODITIES

Regardless of how long the Covid-19 pandemic may last, the economic repercussions of the extraordinary monetary stimulus employed to rescue the economy will have repercussions for years to come, which should provide favorable tailwinds for gold. In this MoneyMasters Class, top precious metal and mining sector expert, Adrian Day, chairman and CEO of Adrian Day Asset Management, will help you understand this sector better, the driving forces behind them, and share his best ideas to help you identify the opportunities ahead.

The Basics

  • What is money and why gold?
  • Gold through the ages: Inflations and deflations
  • Production and discovery: Where is it going to come from?
  • Changing demand patterns

Physical or Stocks?

  • Bullion, coins, ETFs, funds, individual securities

What's Wrong with Mining?

  • Have we learned anything?
  • Royalties: have your cake and eat it too!

Exploration: Is it Worth the Risks?

  • Minimize risk with prospect generators
  • How to separate reality from fiction; warnings signs to look for

Where Are We Today? Money, Rates, and Inflation

  • Gold stocks: Undervalued or fully priced?

Buy and Hold, or Trade? Tactics of Investing in Gold

  • How to use options conservatively
  • Private placements

Other Precious Metals

  • Silver
  • And briefly, copper, nickel, and uranium

Adrian will also share books, newsletters, brokers, and funds that can give you more information about this sector, as well as conduct a Q&A session after each segment. Additionally, all attendees will receive autographed copies of his book, Investing in Resources.

*$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Following the Big Money: The Best Indicator for Finding Outlier Stocks*
Friday, June 11, 2021, 1:30 pm - 3:30 pm
Focus: STOCKS

Wall Street's Big Money accounts for nearly three quarters of all stock-trading activity every single day. Yet those trades go unnoticed by 99% of individual investors. Jason Bodner and Lucas Downey, co-founders of Mapsignals.com, worked on Wall Street, handling a lot of those big orders for some of the largest pension funds, hedge funds, and mutual funds in the country. They will show you how buying and selling pressure ultimately dictates where stock prices go, and why supply and demand is all that matters.

Part 1: Why Following the Big Money Is so Important
This section explains that stock prices aren't random. The footprints of institutional investors give a huge long-term edge.

  • Supply and demand 101
  • Understanding how institutions trade stocks

Part 2: Using Big Money Analysis Can Help You Understand the Near-Term Trend of the Market
You've heard that the trend is your friend. The trend of Big Money is what you'll need to recognize.

  • Big Money Index
  • Big Money ETF Index

Part 3: The Fundamentals Needed to Succeed
Outlier stocks have certain characteristics. Jason and Lucas will go into the two main qualities that great companies tend to have.

  • Sales characteristics to look for
  • Earnings characteristics to look for

Part 4: Examples of Prior Outlier Stocks
Jason and Lucas will go over examples of historical outliers.

  • What qualities did they have?
  • What can you learn from those growth patterns?

Part 5: Examples of Recent Outliers
This section will outline a couple of recent outliers.

  • What industries can investors expect the next crop of outliers to reside in?
  • How can you do this process at home to better your long-term success?

At the end of this course, you will be able to identify outperforming outlier stocks with unusual institutional trading that could be part of your winning portfolio.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Panel Presenters:
Finding the Best Dividend Growth & Conservative Growth Stocks*
Friday, June 11, 2021, 4:00 pm - 6:00 pm
Focus: DIVIDEND

Regarded as one of the top income investors on Wall Street, Louis Navellier, editor, Blue Chip Growth, Dividend Growth, Ultimate Growth, and Emerging Growth, will discuss how he identifies top income-investment opportunities.

During This Exclusive Event You Will Learn:

  • How to Best Use Dividend Grader
  • AA Stocks
  • The Danger of Many Dividend ETFs
  • Power Dividend
  • Concentrated High Dividend
  • Covered-Call Option Writing on High-Dividend Stocks
  • High-Dividend Income in REITs & MLPs
  • Why 2-to-3 Dividend Portfolios Are Better Than 1

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!

*$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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The Wheel Strategy: An Options Trading Strategy with a 90% Winning Percentage*
Friday, June 11, 2021, 4:30 pm - 6:30 pm
Focus: OPTIONS

Developed by Markus Heitkoetter, author, educator, professional trader, and CEO of Rockwell Trading Services, LLC, The Wheel Strategy is an amazing high-win-rate strategy that is great to use when trading for income. This is a strategy best suited for a sideways-to-bullish market. This strategy only requires 5-10 minutes per day to prepare, saving you lots of time, and not requiring you to look at a computer screen all day.

Here's some of what Markus will be covering during the class:

Why The Wheel Is the Perfect Trading Strategy
You'll learn how to generate consistent income without spending a lot of time trading. So even if you're working a job or running a business, it's not going to take up all of your time. You'll be able to trade quickly then get on with your life. Whether that's working, family time, visiting friends, traveling, or just enjoying your life.

Options 101—Here's What You Need to Know
Learn what options are, how they work, and what opportunities they present. You'll gain practical knowledge about terminologies, definition of contract terms, including the difference between in-the-money and out-of-the-money options.

Understanding Premium & Theta Decay
Time is money, and nowhere is that more evident than in trading options. In this section, you'll get a firm grasp of how time impacts an option's value.

The Strategy: Finding the Right Stocks, Selling Puts, & Selling Calls
Here's where you'll learn how to identify the best stocks that are perfect for this strategy and the ones to stay away from. You'll learn how to generate income, while also having the potential to buy stocks you might like at a discount. Discover a low-risk strategy for earning consistent cash flow from stocks you already own no matter which direction the market goes.

Ninja Tips & Tricks for Trading the Wheel
You will discover tricks of the trade learned over Markus' 20+ year trading career to shorten your learning curve and give you a solid head start.

With this strategy, you can expect an ROI of 30% without a margin account, and a 60% ROI if you are using a margin account. You can also expect between a 90-95% winning percentage when implemented properly. Overall, this is a great strategy for any trader with a trading account large enough to trade for income.

*$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Puzzles and Paradoxes in Money and the Economy*
Saturday, June 12, 2021, 9:00 am - 11:00 am
Focus: ECONOMY

Is it the madness of crowds or the wisdom of crowds? How is it that a crowd of individuals can come within a pound of guessing the weight of a prize bull, yet buy stocks at the top of a frenzied bull market or panic sell at the bottom of a bear market? Dr. Mark Skousen, editor, Forecasts & Strategies, solves the riddle!

What is the best way to measure a rising standard of living: Average real wages or goods/services that people can buy? Why have average real wages stagnated since the early 1970s while Americans have been blessed with great many new technologies and higher standard of living? Dr. Skousen will explain.

What drives the economy and the stock market: Consumer spending, business investment, or government stimulus? The media constantly says that consumer spending drives the economy and government needs to spend, spend, spend to stimulate the economy. Dr. Skousen shows how many countries live within their means, have high saving rates, and grow faster. He will show why consumer and government spending are the effect, not the cause of prosperity, and why investing your savings wisely in productive enterprises can lead to financial independence and a rich life. Can money buy happiness? The answer may surprise you. Dr. Skousen will summarize the rewards of wealth and the dangers.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Up Your Game: The Science and Psychology of Sports Performance Revolutionizes Trading and Investing*
Saturday, June 12, 2021, 9:30 am - 11:30 am
Focus: TRADING

Trading power couple Julie and Adrian Manz, co-founders, TraderInsight.com, have traded their account full-time since 1997. They both hold PhDs in psychology and will tell anyone who asks that the actual game, the real war when it comes to trading, lives between our ears. Our emotional wiring is not comfortable with market behavior. We are led down a road of second-guessing, strategy-tinkering, and revisionist-thinking. Most traders frequently find themselves in the could-have, would-have, should-have dilemma, but rarely consider how to fix their psychology and pave the road to profitability in the immediate future.

In this two-hour MoneyMastersSM class, they will show you how to turn your trading and investing into a game of confidence and empowerment. You'll start by completing and scoring a few psychological self-assessments. You'll then learn several proven and profitable strategies that Julie and Adrian have traded in their account for a quarter century. The session will focus your energy on how you can move these strategies into your psychological comfort zone and get in front of profit opportunities immediately.

This is a rare opportunity to work in a small group setting with two professional traders who also have the credentials to help you change your relationship with risk, develop the mindset necessary to succeed, and dispel the thoughts that hold you back. Success is within reach, and just like sports, the key is not endless practice; it is the practice of perfection.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Panel Presenters:
Market Cycles & Seasonality for the Modern Trader*
Saturday, June 12, 2021, 11:30 am - 1:30 pm
Focus: TRADING

JP Morgan's classic retort Stocks will fluctuate is often quoted with a wink-of-the-eye implication that the only prediction one can make about the stock market is that it will go up, down, or sideways. Many investors agree that no one ever really knows which way the market will move. Nothing could be further from the truth.

With over 30 years in the business and 54 annual editions of the Stock Trader's Almanac in his quiver, Jeffrey Hirsch, editor-in-chief of Stock Trader's Almanac, has discovered that while stocks do indeed fluctuate, they do so in well-defined, often-predictable patterns. These patterns recur too frequently to be the result of chance or coincidence. Join him for this MoneyMastersSM course and learn how the stock market's historically proven cyclical and seasonal tendencies can be applied to today's markets to make you a more successful investor and trader using historical patterns and market seasonality in conjunction with fundamental and technical analysis.

Part 1 - Trading Discipline & The Major Investment Cycles
Starting with a refresher course on trading discipline, Mr. Hirsch will go over how to get into the proper mindset, set goals and priorities, and discuss basic tools and techniques. He will explore market psychology, risk tolerance, expectations, discipline, and bad behavior-seven deadly sins to avoid. Then he will turn to his five disciplines of trading, investing, market timing, and analysis: seasonal, fundamental, technical, monetary, and psychological. After that he will dive into the major investment cycles:

Part 2 - Beyond Sell In May
In this segment he will dig into the nitty details of trading and investing strategies built around market seasonality and trends, sector and commodity seasonal rotation tactics, and dig into his tactical seasonal switching strategy, seasonal sector rotation strategy, and the current portfolios.

Part 3 - Stock Screening
Here Mr. Hirsch will delve deep into his individual stock selection process. As with everything he does there is, of course, a seasonal component to how he picks stocks. Not only will he cover how he screens for stocks, but what times of years he selects which kinds of stocks. He will cover the seasonal overlay, fundamental stock screen, and technical analysis he employs to construct his stock portfolios, including his current portfolios of small-, mid- and large-cap stocks. And he will show you how he settles on buy limits, stop losses, entries and exits, so you will learn what to buy, when to buy, at what price, and when to sell.

Part 4 - Managing Positions
He will wrap it up with a lesson in managing positions. Mr. Hirsch will share his trading rules and disciplines and how he manages emotions. You will learn how to create your own battle plan for investment survival, how to close out a position, and how to profit from your investment mistakes.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Day & Swing Traders' Guide to Profiting in Any Market*
Saturday, June 12, 2021, 12:00 pm - 2:00 pm
Focus: TOOLS
 

In this MoneyMastersSM class, renowned technical analyst and author of The Technical Trader, Harry Boxer will share the strategies he's used in almost half a century of charting the markets. Join Harry as he demonstrates his time-tested strategies and learn how to:

  • Build your focus list for the session: This includes analyzing patterns from the previous day, as well as pre-market news and price/volume percent gainers.

  • Play opening gaps and early session patterns: With the vast majority of intraday day-tradable patterns initiated at or very close to the opening of trading, Harry will show you how to closely analyze the first 15-30 minutes of pattern and related volume development to recognize what stocks may be excellent day trades or at least strong early scalp plays.

  • Draw trendlines, set targets, and stops: Harry will show you how he continuously draws and monitors/updates throughout the session his trend lines, channels, and important developing continuation patterns such as flags, pennants, coils, in addition to adding support and resistance lines for targeting purposes.

  • Determine your time horizon and when to swing trade: Harry will discuss the channel patterns and charting time frames that help in determining when to extend to a swing, plus his key rules for swing traders.

Learn from this 50-year veteran trader and technical analyst, and author of the highly acclaimed Profitable Day & Swing Trading, noted by Stock Traders' Almanac as the 2015 Best Investment Book of the Year.

*$139 per person if purchased by May 20; $159 per person if purchased after May 20.

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.

Presenter:
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Ready to #InvestSmarter?

We’ve limited attendance at The MoneyShow Orlando 2021 in order to allow you to stay at a safe social distance from your peers. However, your paid attendance now packs much more value into your conference experience with classroom seating, and more!

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