Building Your Legacy

Dates: Saturday, September 28, 2024, and Sunday, September 29, 2024

Boot Camp Objectives

Empower You Financially: Learn practical strategies to grow your wealth, manage investments, and secure your financial future.
Expert Insights: Gain knowledge from seasoned professionals with decades of experience in trading and financial planning.
Actionable Skills: Develop skills that you can immediately apply to make smarter financial decisions.
Build a Legacy: Understand how to create lasting wealth that can benefit you and your loved ones for generations.

Day 1: Saturday, September 28, 2024

Time	Session Topic	Presenter
9:00 AM – 9:30 AM	Welcome & Introduction	Glenny & Mike
9:30 AM – 10:30 AM	Getting Your Finances in Order: Financial Assessment	Glenny Trieff
10:30 AM – 11:30 AM	Planning for Retirement: Strategies & Accounts	Glenny Trieff
11:30 AM – 12:30 PM	Lunch Break
12:30 PM – 2:00 PM	Long-Term Investing Strategies & Fundamental Analysis (includes Lump Sum vs. Dollar Cost Averaging)	Glenny Trieff
2:00 PM – 3:00 PM	Staying Invested: Managing Market Volatility	Glenny Trieff
3:00 PM – 4:00 PM	Historical Performance: Lessons from the Past	Glenny Trieff
4:00 PM – 4:30 PM	Day 1 Wrap-Up	Glenny Trieff

Day 1 Session Details

9:00 AM – 9:30 AM: Welcome & Introduction

Presenters: Glenny & Mike
What to Expect:
- Warm welcome to all attendees.
- Overview of the boot camp’s objectives and agenda.
- Setting the tone for a collaborative and engaging learning experience.
How This Benefits You:
- Understand what you’ll gain from the boot camp.
- Prepare mentally for the intensive learning ahead.
- Start networking with fellow members and presenters.

9:30 AM – 10:30 AM: Getting Your Finances in Order: Financial Assessment

Presenter: Glenny Trieff
What to Expect:
- Financial Assessment Tools:
  - Analyze your current financial situation.
  - Identify income, expenses, debts, and assets.
- Budgeting Strategies:
  - Learn effective budgeting methods.
  - Reduce unnecessary expenses.
- Debt Management:
  - Strategies to pay down debt efficiently.
  - Understanding the impact of interest rates.
How This Benefits You:
- Gain control over your personal finances.
- Free up more money to invest.
- Lay a solid foundation for wealth building.

10:30 AM – 11:30 AM: Planning for Retirement: Strategies & Accounts

Presenter: Glenny Trieff
What to Expect:
- Retirement Goals Setting:
  - Determine how much you’ll need for retirement.
  - Set achievable savings targets.
- Understanding Retirement Accounts:
  - Traditional IRA vs. Roth IRA.
  - 401(k)s, 403(b)s, pensions, and self-employed plans.
- Tax Implications:
  - Strategies to minimize taxes on retirement savings.
- Conversion Decisions:
  - Explore whether converting to a Roth IRA makes sense for you.
How This Benefits You:
- Maximize your retirement savings potential.
- Make informed decisions about retirement accounts.
- Reduce tax liabilities, increasing your net wealth.

11:30 AM – 12:30 PM: Lunch Break

Enjoy a well-deserved break. Use this time to network with fellow attendees and reflect on the morning sessions.

12:30 PM – 2:00 PM: Long-Term Investing Strategies & Fundamental Analysis (includes Lump Sum vs. Dollar Cost Averaging)

Presenter: Glenny Trieff
What to Expect:
- Time-Tested Investment Strategies:
  - Learn methods that have stood the test of time.
  - Understand how to navigate different market cycles.
- Fundamental Analysis:
  - Dive into financial statements.
  - Evaluate key financial ratios.
  - Assess company valuations.
- Lump Sum vs. Dollar Cost Averaging:
  - Pros and cons of each approach.
  - How to decide which strategy suits your financial goals.
How This Benefits You:
- Make smarter investment choices based on solid data.
- Increase potential returns by selecting fundamentally strong investments.
- Optimize your investment timing and strategy for maximum growth.

2:00 PM – 3:00 PM: Staying Invested: Managing Market Volatility

Presenter: Glenny Trieff
What to Expect:
- Understanding Market Psychology:
  - Recognize emotional triggers that lead to poor investment decisions.
- Risk Management Techniques:
  - Diversification strategies.
  - Setting stop-loss orders.
  - Asset allocation.
- Maintaining a Long-Term Perspective:
  - Overcoming short-term market noise.
  - The importance of patience and discipline.
How This Benefits You:
- Protect your investments during market downturns.
- Reduce stress by having a clear strategy.
- Stay on track to achieve long-term financial goals.

3:00 PM – 4:00 PM: Historical Performance: Lessons from the Past

Presenter: Glenny Trieff
What to Expect:
- Analyzing Past Markets:
  - Study historical market crashes and recoveries.
  - Understand market trends and cycles.
- Learning from Successes and Failures:
  - Case studies of successful investors.
  - Common mistakes to avoid.
- Applying History to Future Investing:
  - How historical patterns can inform future decisions.
How This Benefits You:
- Avoid common investment pitfalls.
- Identify patterns that can lead to profitable opportunities.
- Enhance your ability to predict market movements.

4:00 PM – 4:30 PM: Day 1 Wrap-Up

Presenter: Glenny Trieff
What to Expect:
- Summary of key takeaways from Day 1.
- Open floor for any immediate questions or reflections.
- Preparing for Day 2 topics.
How This Benefits You:
- Reinforce what you’ve learned.
- Clarify any uncertainties.
- Set goals for the next day.

Day 2: Sunday, September 29, 2024

Time	Session Topic	Presenter
9:00 AM – 10:00 AM	Welcome Back & Recap of Day 1	Glenny Trieff
10:00 AM – 11:00 AM	Insights into 2025 & Adapting to Market Changes	Glenny Trieff
11:00 AM – 12:00 PM	Investing with Confidence in Changing Markets	Glenny Trieff
12:00 PM – 1:00 PM	Lunch Break
1:00 PM – 2:00 PM	Mastering Long-Term Wealth: Strategies & Insights Part 1	Michael Edward
2:00 PM – 3:00 PM	Mastering Long-Term Wealth: Strategies & Insights Part 2	Michael Edward
3:00 PM – 4:00 PM	Q&A Session: Open Forum	Mike & Glenny
4:00 PM – 4:30 PM	Boot Camp Wrap-Up	Glenny Trieff

Day 2 Session Details

9:00 AM – 10:00 AM: Welcome Back & Recap of Day 1

Presenter: Glenny Trieff
What to Expect:
- Review of key lessons from Day 1.
- Address any overnight questions or insights.
- Outline of Day 2 agenda.
How This Benefits You:
- Solidify your understanding.
- Prepare your mindset for advanced topics.
- Ensure continuity in learning.

10:00 AM – 11:00 AM: Insights into 2025 & Adapting to Market Changes

Presenter: Glenny Trieff
What to Expect:
- Economic Forecasts:
  - Discussion on upcoming economic trends.
  - Potential market disruptors and opportunities.
- Adapting Investment Strategies:
  - How to adjust your portfolio in anticipation of changes.
  - Sector rotation strategies.
- Staying Informed:
  - Resources for keeping up with market news.
  - Importance of continuous learning.
How This Benefits You:
- Stay ahead of the curve.
- Position yourself to capitalize on emerging trends.
- Minimize risks associated with unexpected market shifts.

11:00 AM – 12:00 PM: Investing with Confidence in Changing Markets

Presenter: Glenny Trieff
What to Expect:
- Embracing Market Volatility:
  - Viewing volatility as an opportunity.
  - Strategies to profit in both bull and bear markets.
- Psychological Resilience:
  - Building mental toughness.
  - Overcoming fear and greed.
- Tools and Techniques:
  - Utilizing technical and fundamental analysis.
  - Leveraging financial instruments wisely.
How This Benefits You:
- Increase your potential for profit in any market condition.
- Make decisions based on logic, not emotion.
- Enhance your overall investment performance.

12:00 PM – 1:00 PM: Lunch Break

Take time to recharge and network with fellow attendees and presenters.

1:00 PM – 2:00 PM: Mastering Long-Term Wealth: Strategies & Insights Part 1

Presenter: Michael Edward
What to Expect:
- Mike’s Long-Term Investing Mindset:
  - The importance of a long-term perspective.
  - Psychological aspects of successful investing.
  - Principles guiding Mike’s investment philosophy.
- Investment Strategy Overview:
  - Mike’s approach to selecting investments.
  - Risk management techniques.
  - Adapting to market conditions.
How This Benefits You:
- Learn from an award-winning trader.
- Apply proven strategies to your own investments.
- Develop a mindset geared toward sustained wealth creation.

2:00 PM – 3:00 PM: Mastering Long-Term Wealth: Strategies & Insights Part 2

Presenter: Michael Edward
What to Expect:
- Current Portfolio Insights:
  - Review of Mike’s current holdings.
  - Rationale behind investment choices.
- Future Opportunities:
  - Stocks Mike likes for the long term.
  - Targeted entry zones and growth potential.
- Building a Financial Legacy:
  - Mike’s strategy for building wealth for his daughter, Alara.
  - Steps to create financial security for loved ones.
  - Educational and financial strategies for legacy building.
How This Benefits You:
- Identify potential high-growth investments.
- Understand how to time your entries for maximum gain.
- Learn how to set up a financial legacy for your family.

3:00 PM – 4:00 PM: Q&A Session: Open Forum

Presenters: Mike & Glenny
What to Expect:
- Open floor to ask any questions.
- Personalized advice and insights.
- Group discussion to learn from others’ questions.
How This Benefits You:
- Clarify any doubts or uncertainties.
- Gain deeper insights into topics of interest.
- Benefit from the collective wisdom of the group.

4:00 PM – 4:30 PM: Boot Camp Wrap-Up

Presenter: Glenny Trieff
What to Expect:
- Summary of key lessons from the boot camp.
- Actionable steps to implement what you’ve learned.
- Final thoughts and encouragement.
How This Benefits You:
- Leave with a clear plan to achieve your financial goals.
- Feel confident and motivated to take control of your financial future.
- Know that you’re part of a supportive community.

How This Boot Camp Will Help You Make Money and Build a Financial Legacy

Actionable Strategies:
- Gain practical investment strategies that you can implement immediately to grow your wealth.
Expert Guidance:
- Learn directly from seasoned professionals with decades of experience, saving you time and money by avoiding common mistakes.
Personalized Financial Planning:
- Develop a tailored financial plan that aligns with your goals and risk tolerance.
Investment Confidence:
- Build the confidence to make informed decisions, reducing reliance on guesswork or tips.
Risk Management:
- Protect your investments with proven risk management techniques, ensuring steadier growth.
Legacy Building:
- Learn how to create lasting wealth that can benefit future generations, securing your family’s financial future.
Community Support:
- Connect with like-minded individuals and become part of a network that supports your financial journey.
Continuous Learning:
- Equip yourself with the knowledge to adapt to changing markets and economic conditions.

Take the Next Step Toward Financial Freedom

By the end of this boot camp, you will have:

A clear understanding of your financial starting point and where you want to go.
The tools and knowledge to make smarter investment decisions.
Confidence in your ability to navigate market volatility.
A personalized action plan to start growing your wealth immediately.
Insights into creating a financial legacy for your loved ones.

We are excited to have you join us for this transformative experience. Get ready to take control of your financial future and build the wealth and security you deserve!

Note: Remember to bring any questions or topics you’d like to discuss during the Q&A session. This is your opportunity to get personalized advice from Mike and Glenny.

If you have any questions before the boot camp, feel free to reach out. We’re here to support you every step of the way.

Looking forward to seeing you there!