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STEP ONE:  In Step One, you will learn the BASIC VOCABULARY essential for  communicating with and understanding industry professionals. You will learn the many different INVESTMENT PRODUCT TYPES (asset classes) available to you as an investor and the risks associated with them, and where to find the best ones that exist. MWI will introduce you to and show you how to use many valuable websites that will be vital in this education process. This is the foundation, the "WHAT IS" of the basics. For instance, what is the S&P 500? What is the DOW JONES or an INDEX? What is a TICKER SYMBOL? What is a STOCK, BOND, ETF, MUTUAL FUND, REIT, ANNUITY, or LIFE INSURANCE? Learn the the many different types of accounts you can open and how they work. For instance, what is an IRA? What is a ROLLOVER IRA? What are ROTH IRA, 401K, 403b, and 529 COLLEGE INVEST accounts? An UTMA / UGMA account? SEP account? CORPORATE account? And more. This series will help form the foundation and the basics that will allow you to understand the rest of this course and communicate with the industry.


STEP TWO:  In Step Two you will learn about a few more investment products that will fulfill different functions in your portfolio. ANNUITIES both FIXED and VARIABLE, and LIFE INSURANCE - WHOLE, TERM, AND UNIVERSAL. These can play a strategic role in your retirement, as well as, wealth transfer to your heirs. There are 4 basic types of annuities and 3 basic types of life insurance. Some have risks associated with them, and some have very little risk. We will make sense of it all for you in an easy to learn fashion.  Many valuable websites will be introduced to you during the webinar that you will bookmark for future use. These websites are mostly free and used by countless financial professionals.




STEP THREE:  Step Three discusses how RISK TOLERANCE, SUITABILITY, AND INVESTMENT OBJECTIVES are vital when designing your custom portfolio. These 3 important points determine how you DIVERSIFY your ASSET ALLOCATION. You will have learned the different product types in this course, how they work, and the risks associated with them. You are now ready to put a portfolio together that is prudent to your financial situation, incorporating your tolerance for risk.  How to open an account is next. MWI will walk you through several different types of accounts studied in STEP ONE.

STEP FOUR:  In  Step Four  you will learn what FUNDAMENTAL and TECHNICAL ANALYSIS is and how it relates to price movement. This is the code and language of Wall Street. The Technical aspect is the graphical language you will learn to communicate in this world AND PREDICTING STOCK PRICE MOVEMENT. Learning how to READ A STOCK  CHART is vital when getting the most out of your investment purchases and sales. For example, it is better to buy a stock when the likelihood of the stock price is about to go up rather than down... right?! BUY LOW, SELL HIGH. Knowing how to read a stock chart and time your purchases and sales can greatly improve your portfolio's performance, and minimize the chance for catastrophe. Your broker won't tell you that, because chances are he or she is one of the 90+% of brokers out there who do not know how to read a stock chart. But that's how Wall Street pros make money every day - reading charts and trading on corporate fundamental and technical data, in up market conditions, as well as down market conditions. MWI will teach you how to use CHART SET-UPS, TREND LINES, INDICATORS, and MOVING AVERAGES used by countless traders and financial professionals from SHORT TERM TRADING, to MID-TERM SWING TRADING, and to LONG TERM INVESTING. This is the key to the door of confident and high probability trading and investing.




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