All good—I always provide the recording. Sign up as usual, and you recieve both the live access and the recording.
This workshop will be a weighing of your family's options. But I won't just be rattling off accounts—I'm gonna make sure you really understand. We're going in deep.
Cause guess what? These accounts (and decisions) are unnecessarily complicated! But, if we are going to do right by our kids, we need to know exactly why and how to reap their benefits.
Otherwise, there's no point!
529 Accounts (We'll spend the most time here)
Trump Accounts
Custodial Roth IRA
UTMA/UGMA
Brokerage Accounts
Picking a Bank
Investing the money—because you have to invest the money!
Because I'm not just another #finfluencer!
Hi, I'm Amanda! You may know me as @dumpster.doggy on the internet.
My business is called Invested Development, and my goal is to make investing education accessible and fun. If you have felt left out of important conversations about money and investing, my work is for you!
After graduating with degrees in economics and communications, I went to work in investment management. I did this for about 6 and a half years. My primary role was called "investment counselor;" I was the person in direct communication with our high-net-worth clients, relaying portfolio strategy and answering all investing-related questions, on the spot, every day. To do this, I earned my Series 65 license, which is legally required for anyone acting as an investment adviser and providing recommendations.
But helping rich men get richer? Yeah, that was never going to be my life's calling. And now, with my business, Invested Development, I've taught over 25,000 students—mostly women—how to invest.