Roth IRA Workshop & Challenge
Roth IRA Workshop:
Please ensure your income is under $161,000 if single and less than $240,000 if married. You must have working wages, tips or business income before investing in a Roth IRA.
60 minute virtual hands-on class with Dr. Lakisha L. Simmons to purchase stocks in your Roth IRA and set your auto investing schedule.
Contribution tracker to help you max out your Roth IRA up to limitations.
12 month access to membership area that includes:
Video tutorial to open an investment Roth IRA account at Fidelity and Vanguard
Workshop replay
Investment Contribution trackers
Dr. Kisha's Proprietary Budget Bestie Financial Freedom Spreadsheet
How compound interest works in "What to do with $50 videos".
End of Year zoom call celebration and follow up results.
and more is already waiting for you inside the membership area!
Testimonial
"SUPER AMAZING resources and a very knowledgeable woman!
Coaching was helpful to me in staying focused on FIRE, getting out of debt AND figuring out what my needs are, so I don't indulge in buying things I don't need. I cut $400 from my monthly expenses and I'm planning for independence within the next 10 years. I tripled my savings and investing rate from 4.5% to 15%. I got so much out of coaching: the transparency and brutal honesty of Dr. Kisha, her brilliant strategies to achieve FIRE, her ability to teach so well, and to provide resources for my individual needs."
-Sara S..
Fine Print
Due to the nature of the digital content and the fact that is a time commitment we are unable to provide refunds. Workshop will be recorded and made available for attendees in their membership area.
(Investments sometimes lose value and past performance is no predictor of future performance. In the past, the stock market has risen but we have no way of knowing if that will continue. You can lose money by investing.)
Secure Processing
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