Recommended for those who have attended our Introduction to Investing workshop or are already familiar with the stock market. Do you already understand the basics of how the stock market works? Are you familiar with the differences between debt (bonds) and equity (stock) investments? Are you fed up with the theoretical stuff and looking to apply it to your situation?

In this advanced session, we’ll break down the principles of asset allocation, how to balance risk and reward, and why diversification is important. We’ll talk about how to assess your individual risk tolerance, how to analyze different investment risk, and how to build a long-term investment strategy for your portfolio that aligns with your values. We’ll talk about the best time to invest, how much to invest, and touch on alternative investments, such as real estate and crypto. Attendees will also receive a template to help determine your risk tolerance and set your portfolio allocations. All sessions include a live Q&A.