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A Better Way: Flat Fee Investing

at Derive Wealth - Pasadena

(3)
Course Details
Price:
$39
Start Date:

This class isn't on the schedule at the moment, but save it to your Wish List to find out when it comes back!
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Location:
Pasadena, Downtown/Northeast
225 S Lake Ave Ste 300
Btwn Cordova St & E Del Mar Blvd
Pasadena, California 91101
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Description
Class Level: All levels
Age Requirements: 21 and older
Average Class Size: 10
Teacher: Ryan Miyamoto

What you'll learn in this personal finance class:

There is a better way to invest.  Investing has very little to do with the amount of money you have and everything to do with the strategy you believe in.  Come experience the Derive Wealth Flat Fee approach.

What You Get
- Step 1: 60-minute investment strategy educational class
- Step 2: Access to flat fee investment portfolios

Step 1: Attend An Investment Strategy Class
Strategy is everything.  Learn the history of how the stock market works, why financial personalities and media headlines are your worst enemy, and why most financial companies are designed to create profits for them, not you.

Step 2: Flat Fee Investing
Derive Wealth has partnered with an investment firm that utilizes a unique investment strategy based on evidence, academics, and research. The approach believes stock markets work, which leads to a low cost, flat fee approach.

1. Identify Your Comfort Level: Select a strategy that matches your comfort level.

2. Identify Your Time Frame: Enhance your strategy based on when you expect to start spending your savings.

3. Understand Your Investments: It's imperative you understand what you are investing in and the range of expected results.

4. Flat Fee:  Invest based on the complexity of your situation, not the amount of money you have.  The way it should be, right?

5. Exclusive Access: Our investment partner requires an approval process in order to access their strategies.  Once you complete the educational component (and the strategy resonates with you) you will be able to invest.


A Better Way
The way investing should be.  Take the time to learn first, then invest.  Add in my Derive Wealth Honest Advice Pledge and you'll be amazed how fun investing can be.

Derive Wealth Honest Advice Pledge 

Fully Transparent | No Products Sold | No Commissions | Fiduciary Oath

Sign Up Today
Enroll today or contact me for a private appointment: [email protected]


Derive Wealth is a registered investment advisor offering advisory services in the state of California and other jurisdictions where exempted.  Past performance does not guarantee future results.  Investing does not prevent against loss of principal.  No strategies mentioned guarantee or promise any investment returns.

Still have questions? Ask the community.

Refund Policy
Full refund up to 7 days before the event. After 7 days, unfortunately no refund will be given.

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Reviews of Classes at Derive Wealth (3)

(3 Reviews)
A Better Way: Flat Fee Investing
Reviewed by Jasmine P. on 1/24/2018
The class was informational, easy to understand and kept my interest. Ryan answered all my questions afterwards and was a genuine guy. I'd recommend it!
A Better Way: Flat Fee Investing
Reviewed by jamie g. on 10/18/2017
Very easy to understand and informative synopsis of how the stock market works. Ryan is an excellent Instructor and makes complicated financial concepts digestible for the average person like myself who’s not in the finance world. Definitely worth 39 bucks!
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School: Derive Wealth

Derive Wealth

Derive Wealth empowers individuals to learn, plan, and take control of their finances. Our mission is to change the way financial advice is delivered by not selling any products or working on commissions. Instead we focus on education and financial planning. We provide the guidance and research for...

Read more about Derive Wealth

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