Investing With Confidence

Green-and-Red-Folders

“Investing with Confidence” (2 Version Options)  is a biblically and/or non-biblically based investment education program created and taught by a CPA and real wealth management expert.  It is a “one of a kind program” that will teach you (in simple terms) exactly what everyone needs to know about creating wealth through investing.

This is NOT a debt management or household cash flow budgeting program; this is purely an investment education program.  If you’re looking to retire, already retired, planning to retire at some point in the future, or have a 401k, 403b, 457, IRA, SEP-IRA, Deferred Comp, Lump Sum Pension IRA, Inherited Assets, Trust Assets, and/or any other investor this class/program is for you!   

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In this program you will learn the prudence of making good investment decisions, the needed management decisions, and of course the required decisions for creating/maintaining wealth.   Investing with Confidence is full of all the investing information that “everyone needs to know”, whether or not you manage your own money or just want to understand more about your investments.  This program is perfect for all adult stages of life to attend regardless of whether your currently retired, looking to retire, just starting out, or in that mid-life savings stage!

 

Over the years of advising clients, helping them retire, and most of all managing their money, Andrew has noticed, that all investors struggle immensely with understanding the investment world, not to mention the psychology of managing, growing, or living off their investments.  A prime example is illustrated in the chart below, as the numbers show that the average investor ranks LAST in average investment/portfolio returns when compared to the stock market, bond market, inflation, and even personal home values.   By ranking last, it shows that most investors need a real education and prudent guideline of how to invest.   

Hence the creation of Investing with Confidence, a program that will finally give people an easy to understand road map on how to prudently invest and logically understand the process required for really growing/creating wealth. 

 

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Program Attendance Includes:

 Biblically Based Version – Specifically designed for Individuals and/or Churches looking for that next step education beyond Dave Ramsey or Crown Ministries that encompasses biblically based investment education.  Included in registration/class attendance is a comprehensive workbook (biblically based) filled with chapter after chapter of investment information you’ve never seen.  It’s a reference tool that will rarely change in allowing you to navigate your investment goals and objectives for the next 20, 30 or 40 years of investing.   Each chapter is comprised of a biblical theme that not only explains wealth from Gods viewpoint, but also provides some personal spiritual growth which can be applied throughout all areas of your life.  Furthermore, the workbook encompasses exercises, fact sheets, charts, graphs, illustrations and examples which will help you to understand and create the best game plan for investing Gods entrusted wealth.  Register

 

Non-Biblically Based Version – Specifically designed for Individuals, Corporations, Universities/Colleges, and/or High Schools looking for the most practical next step of education beyond the Debt management or household budgeting without the biblical referencing. For those Corporations looking to provide objective education for employees or for individuals looking to better understand the investing world as they save in their 401k, 403b, 457, or SEP-IRA’s, this is the GOLD standard program which will teach you exactly “what everyone needs to know”.  Maybe you’re a University/College or High School looking to offer this to your students or as a general public community class within your current/future curriculum listings, this is a great educational program that will “teach what everyone needs to know”. Included in registration/class attendance is a comprehensive workbook (Non-biblically based) filled with chapter after chapter of investment information you’ve never seen.  It’s a reference tool that will rarely change in allowing you to navigate your investment goals and objectives for the next 20, 30 or 40 years of investing.   Furthermore, the workbook encompasses exercises, fact sheets, charts, graphs, illustrations and examples which will help you understand and create the best game plan for investing wealth.  

 

Teaching Options: 

Classes taught by founder and creator: Andrew Rice, CPA, AIF, CTS, WMS

Option #1 – One day class 5 hours in length including two 15 minute breaks and one 30 minute intermission.

Option #2 – Two Morning, Two Day, or Two Night split class event.  This option will have each session consisting of a 2 ½ hour class with one 15-30 minute break each morning, day, or night depending on the class type schedule.

Option #3 – Group DVD teaching options taught over an 8 week/session  Each week teaches 1 of 8 chapter sessions (please contact us at 205-876-1809 to inquire about this option). 

Option #4 – Custom Teaching Options are available at request for group settings at Churches, Corporations, &/or Universities/Schools.  (Please contact us at 205-876-1809 to inquire about this option). 

 

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What Will I Learn?

Perception vs. Reality

Andy will somehow slap everyone in the face with this opening chapter as he debacles the most common perceptions of the investing world. He then will explain the true realities most investors rarely know, and finally by chapter end you will be ready to learn all that Wall Street assumes you will never know.

The Investable forms of Money

Starting with the basics everyone needs to know and understand, what are the various forms of investable money? This is where a great investment can someday become a really bad one especially for pre/post retirees looking to finally live off their investments if they don’t fully understand this chapter.

Basic Investment Options

In this chapter you will learn the ins and outs of the basic investment options simply and easily understood, furthermore, Andy will explain how various assets we all use everyday are actually built/funded.

The Most used Investment Vehicles

Probably the most intense/technical chapter of the program, Andy will illustrate and explain all the need to know information related to the most used investment vehicles. After this chapter you will finally know and understand what Wall Street and the rest of the financial world doesn’t really tell you nor show you.

Risk Affects Everything

There are various risks that can affect your investments, and what everyone may think is the safest investment may in fact be the most risky. So in this chapter Andy breaks down the broad risk structure every investor needs to know. Here he will teach you how to manage your investments by understanding which risks affect which investments.

Building Your Portfolio

This chapter takes you through a step by step process of helping you document your investment goals and objectives, while also guiding you into the analyzing steps of building your own wealth management portfolio.

Who is Managing your Money

Andy has realized over the years that the majority of America has no clue who is managing their money. So in this chapter Andy will break down what America loosely calls a financial advisor.

How to Really Make Money Investing

While there may be various new ideas, new theories, or the latest opinions on how to really make money investing, none have stood the test of times as the knowledge this chapter holds. Here Andy easily explains in a very simplified manner the knowledge very few investors are ever taught. This chapter uncovers the secrets to investing that the wealthiest investors and most successful advisors already know.