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ETF Express:
Mastering Investing with ETFs
are your savings sitting in a checking account earning pennies because you don't know what to do with it?
Does the term "wall street" scares you?
Do you ever sense being overlooked by your financial advisor?
THIS IS YOUR OPPORTUNITY TO EMPOWER YOURSELF.
Make your money work for you and build long-term wealth.
This course is for You if You Are Looking to:
Walk towards Financial Independence and Security.
Build Wealth with Simplicity and Convenience.
Be Cost and Time Efficient.
Now that your brokerage account is open and ready to go (wait...if you don't know what a brokerage account is, check out my other course "Unlocking Wealth: Brokerage Account Masterclass), you can start putting your savings to work.
Not interested in buying individual stocks?. Then this course is for you.
I will show you a simple high yielding strategy that anyone can implement in under two weeks.
Two decades ago I didn't know what a mutual fund or a stock was...fast forward a few years and I was managing $2.5 billions in a stock portfolio. I've got your back.
By the end of this course, you will have gained the knowledge necessary to CONFIDENTLY look at your account and investing your money so it works for you.
No more waiting.
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What to Expect
In this online course, you will learn how to manage your investments using Exchange Traded Funds (ETF):
Foundations
What is an ETF? How different is it from a mutual fund?
Why are they a useful tool for investors?
Advantages & Disadvantages
Have you heard of not putting all your eggs in one basket? That's called diversification and ETF help you do that. Easily.
What is tracking error: should it matter to you?
Analysis & Building your Portfolio
Define your investment goals, risk tolerance and timeline.
What are key metrics to look for and strategies to consider.
Hi! I'm Julie.
I WILL BE TEACHING YOU ALL
ABOUT INVESTMENTS
As a seasoned finance professional, I have dedicated nearly two decades of my career to investing in the market and selecting stocks. I have worked at many large financial firms (Oppenheimer, Loomis Sayles, Wells Fargo) progressing along the way from a financial advisors' assistant to directly managing billions of dollars. Recently I transitioned my career to the sustainability finance field at a large multi-national food retailer, helping the company do good for the planet.
But beyond the numbers and charts, my true passion is to empower you to seize control of your financial destiny with confidence and clarity.
Investing can seem daunting, but I offer a safe place to learn. I will meet you where you are, no judgement.
Let's embark on this journey together, where knowledge transforms into power, and every step forward leads you closer to financial freedom!
Join the Waitlist
ETF Express launching in June 2024
Get ready to change your finances. Sign up to our waitlist now!
