Unlocking Wealth: Brokerage Account Masterclass
Learn how to open your first account online. Step by step workshop in under one hour!
* You deserve to be wealthy, let's unlock your fears of investing *
IF YOU WANT TO START GROWING YOUR MONEY EFFECTIVELY FOR YOUR FUTURE, INVESTING IS THE MOST POTENT WAY TO DO THIS.
You've been holding back because of all the negative things you've heard about investing. Or you started looking at it and instantly felt overwhelmed.
Bust despite anything you've ever heard or read, I can tell you with confidence, investing IS safe and achievable by anyone.
You just need the right guidance in order to be successful and finally see returns pile up in your account.
It is not gambling away your money and doesn't have to be betting on some new shiny thing you don't understand (think cryptocurrency).
Yes the market can be volatile, but if you invest wisely, returns long-term have been tremendous and has help countless people become millionaires.
I am here to demystify investing.
I am here to tell you it can be as EASY as "you set it up, you automate it, you check it once a year and DONE!"
A brokerage account is essential to access a wide range of investment options that can help you grow your money over time.
Whether you are looking to:
- Save for retirement
- Build generational wealth
- Save for a big project
- Plan an awesome vacation
- Save for your kids' education
A brokerage account can be exactly what you need in order to start living more financially free.
WHAT YOU'LL LEARN IN THIS MASTERCLASS:
- Understand why you need a brokerage account to start your investment journey
- Choose the right brokerage firm
- Choose the right type of account
- Set up your account for automatic funding and create a system to help you grow your wealth over time
- Gain confidence that you can take that first essential step towards financial wealth
Why does it look so complex?
There are lots of regulations surrounding the investment world, creating confusion and intimidation. Also, let's be honest, it's a sector ruled by the Brads and Chads...
Step-by-step instructions
We'll take our time, no girl left behind! By the end of this webinar, I wish for you to have your first investment account opened.
Let's go!
I'll encourage you to initiate your first transfer to your brand-new account - most have no minimum to be open, but our goal here is to encourage you to start investing! I'll even show you how to enter your first trade once your money has settled in your new account.
HI!
I'M JULIE.
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 portfolio manager. 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!
"Julie is a true wealth witch in the best way possible. I watched her webinar on opening a brokerage account and she broke it down so easily and made it digestible for everyone. I have already been investing and even with that she helped me understand so many concepts and tips at a deeper level. I highly recommend Julie as she is one to watch and learn from if you're a newbie or even advanced as she has a "wealth" of knowledge. Pun intended!!"
Danielle Paige
"I finally opened up my brokerage account after attending the Unlocking Wealth: Brokerage Account Masterclass! Julie walked through all the steps and made it very easy to follow!"