Help Your Child or Grandchild Start Building Wealth Early

A Step-by-Step Live Program for Parents & Grandparents

Learn how to confidently open, fund, manage, and grow a custodial investment account — even if you were never taught this yourself.

Over 4 live sessions, you’ll learn how to:

• Choose the right type of account
• Make smart long-term investment decisions
• Avoid common mistakes families make
• Turn birthdays, holidays, and savings into future wealth
• Prepare your child or grandchild for financial independence

No finance background required.

What You'll Learn

Module 1 — Choosing & Opening the Right Account

Module 2 — What to Invest In

Module 3 — Managing the Account Without Stress

Module 4 — Money Conversations That Shape the Future

Included With the Program

✅ Live weekly classes
✅ Class recordings (watch anytime)
✅ Downloadable workbooks
✅ Checklists and guides
✅ Step-by-step how-to resources
✅ Ability to submit questions for live Q&A

Live Class Schedule

Tuesdays • 6:30 PM – 8:00 PM EST (New York Time)

• June 9
• June 16
• June 23
• June 30

All sessions will be recorded and shared afterward.

Can’t attend live?  No problem - you’ll still receive full access to all recordings and materials.