The Investing Masterclass
Do you want to work forever? If you thought "heck no" then keep on reading.
Are you overwhelmed by the lack of time and knowledge to research your investment options? Do you feel your stress levels rising thinking about all the decisions that go into investing like selecting the right account, taxes, fees, mutual funds vs ETFs, and so much more?
Do you have investment accounts at multiple companies, RSUs or Stock Options with no clue what you’re doing or if they are being invested properly?
Maybe you’re thinking of retirement and don't know how much money you need to have invested.
If you answered yes, then you are in the right place!
You probably don’t have time to spend hours upon hours researching stocks and bust out spreadsheets to calculate how much you need to be investing. That’s why I’ve created the Investing Masterclass so you can get all the information you need in 1 hour.
During this free masterclass you will learn which investment accounts you actually need and what you need to know about how they are taxed, how to audit your current investment accounts, how much money you should be investing for retirement, and the top investing mistakes that cause people to lose money.
You are scared of making mistakes and losing money, so you’re stuck in analysis paralysis and keep delaying investing.
You are overwhelmed with the amount of investment account options there are. Which accounts do you actually need? (401k, Roth IRA, Brokerage, Taxable, etc – it seems like never ending options to choose from).
You want to sit back and relax while chilling on the beach or hiking in the mountains knowing your money is working for you.
You have no idea how much money you should be investing so you can retire when you want.
You are stressed and overwhelmed about all the decisions that go into investing like selecting the right account, taxes, fees, mutual funds vs ETFs, and so much more.
You’re lowkey embarrassed when the topic of retirement comes up because you aren’t sure how to figure out if you're on track to retire with confidence.
You have investment accounts at multiple companies, RSUs or Stock Options that you’ve collected over the years. You’re winging it and not sure how this money is even invested or if it’s invested correctly.
Women who want to feel confident about their investments, retirement and their financial future.
This is for you if...
Who is this masterclass for?
The investing mistakes that could be costing you thousands of dollars and how you can avoid them.
How and where to explore your investing options.
How your financial goals affect your investing strategy. You’ll get a step-by-step. playbook on how to choose your investment account and investment strategy based on each financial goal.
What to do when the market is down and what that actually means to you as an investor.
How much money you should be investing.
What to do with the investment accounts you’ve collected over the years.
What investment accounts you need and how they are taxed.
What are you going to learn?
Some of the questions that clients kept asking were "do I have enough invested to retire?" "are there other investment accounts that I should know about?" "what do I need to know about taxes on my investments?"
Alissa realized that no matter how much money a person earns or accumulates, there will be uncertainty if they lack financial education.
That's why she is bringing this Investing Masterclass to you. Alissa wants every woman to understand that investing is available to her and an absolute necessity if you want financial freedom.
Alissa Todd is a Financial Advisor at The Wealth Consulting Group, host of Women Owning Wealth, and national speaker. She works with clients on a personalized level helping them identify their goals and implementing strategies towards financial independence and a work-optional lifestyle.
Alissa's passion is educating women just like you on financial literacy and how to better plan for their financial future.
In 2016, she joined forces with her business partner Mike Woitkoski, one of the founders of The Wealth Consulting Group. Over the years, they kept seeing a recurring theme of highly successful business owners and executives who were making good money but still had a lot of uncertainty around their financial future.
Meet your host, Alissa Todd the Financial Advisor and Personal CFO for ambitious women.
Taking care of your financial health is just as important as taking care of your physical and mental health. You're investing in yourself and your future well-being. Alissa's goal for you to feel empowered and more in control of your financial life, which can have positive ripple effects in all areas of your life.
Investment Terms Cheat Sheet
Free Investment Analysis with Alissa offered at the end of the masterclass
Money Date Checklist
Masterclass Replay
60 minutes of no fluff training that Alissa shares with her paid clients