WORKSHOPS
Whether you're a recent graduate embarking on your professional journey, a young family looking to establish a solid financial foundation, or a seasoned investor striving to enhance your portfolio, our workshops provide individuals from diverse backgrounds with the tools and knowledge necessary to confidently navigate the world of personal finances.
Legacy Investment Workshop
Are you ready to unlock the secrets of successful investing and take control of your financial future? Your search ends here - this course is tailored to empower you with the knowledge, skills, and confidence to make informed investment decisions to achieve your financial goals.
This course covers stock market investing, including an explanation of what investing is and why it is important. Key investment principles and concepts are discussed, along with the process of setting investment goals. Factors such as financial goals, risk tolerance, time horizon, and investment strategies are explored to help participants align their investment objectives with their personal circumstances. Both technical and fundamental analysis will be discussed in relation to your stock portfolio. Over the course of the sessions, here is what you will learn:
Session 1 - Investment Fundamentals: We will explore the essential principles of investing and learn about Legacy’s rules for successful investing.
Session 2 - Importance of Asset Allocation: We will learn how this strategic approach helps to manage risk and optimize returns achieving your financial goals.
Session 3 - Navigate Investment Decisions: You will gain the knowledge and strategies to make informed investment decisions, conduct thorough research, and overcome common biases that can impact your investment choices.
Session 4 - Financial Investments Overview and One-on-One Wrap Up: After weeks of covering a range of investment strategies, risk management techniques, and financial planning essentials, you will have a one on one to wrap up the workshop.
Legacy Debt Reduction Bootcamp
Are you tired of being stressed out by your debt, and desiring relief? Look no further! The Legacy Debt Reduction Bootcamp is here to guide you from a debt mindset to a freedom mindset in just 4 weeks. Our boot camp is a comprehensive and immersive program designed to equip you with the knowledge, skills, and mindset needed to conquer your debt. You will learn to:
Identify the root cause(s) of your debt
Manage & reduce your debt
Stay away from debt
Apply Snowball + Avalanche method
Led by our financial coaches, Brandi and Gabriel, this empowering experience will challenge you to take control of your financial debt by creating a custom debt reduction strategy that you are comfortable with.