Past Meetup

Wealth Management Discussion with Steve Moses

This Meetup is past

13 people went


Many investors and traders like to think of their wealth as a "big bucket" for more conservative long term planning, and a "little bucket" for active trading. For the big bucket, it's key to invest in such a way that value continues to grow while risk is mitigated. You can't do this by sitting by and letting your broker make decisions, nor by letting your portfolio run itself. You need to find a balance that gives you maximum control with a minimum time commitment. Your quality of life, your retirement and your family's future depends on it.

In addition, today's real estate market provides unprecedented opportunities in the asset class that has created many fortunes. Traders can benefit from highly leveraged transactions; bargain shopping in a fast moving environment; the potential for appreciation combined with current income; tax advantages; and the possibility of a profitable investment that also contributes to quality of life. Learn how to trade for quick turnover or long term gain in our real estate course. Learn how to trade for quick turnover or long term gain in our real estate course.

Come and meet Steve Moses. Here is what students say about Steve.

"What I liked best: Instructor's expert ability to teach practical applications and concepts of options while maintaining student attention with humor and candidness." Frank M., August 2012

"Steve is a very good teacher, and had a very common sense way of explaining some of the more difficult options strategies." Robert B., August 2012

"Steve Moses makes a very complicated course, easy to understand. Best teacher ever!" Joan W., June 2012