MP Education www.moneypangs.com

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INVEST IN YOURSELF and be on your way to retirement and managing your own money.

We offer 2 educational programs:

Manage Your Own Money (MYOM) 2-Day intensive crash course for those interested in market fundamentals, managing your own investments and saving on fund fees, and long-term financial planning and retirement portfolio strategies.

Investment Analyst and Manager Program (IAMP) 6-Lesson immersion on how to research and analyze companies like Wall Street Pros and build your own portfolio of stocks. You gain access to all our easy-to-use financial model templates, tips, and strategies.

Current programs will run between the weeks from March 25 to May 7

Maximum 10 people per course for private group instruction

Thank you for your consideration,

Jimmy Pang, CFA

Contact: jimmy@moneypangs.com

Email *

I am most interested in...

Analyzing stocks myself

Managing my own portfolio

Financial planning and retirement

Topics I would like to learn most about are (check any or all): *

Economy and Market fundamentals (GDP, Interest Rates, Inflation)

Sector and Industry analysis (ex. staples, healthcare, financials, tech, commodities...)

Business models and how to value stocks like a Wall Street analyst

Investment fund differences: Active vs Passive, Mutual Funds vs ETFs

Investment management and building portfolios

Retirement and tax savings strategies: 401k

Overall financial planning

Required

Which programs would interest you most (check 1 or both)...

Manage your Own Money (MYOM) 2-Day Intensive

Investment Analyst and Manager Program (IAMP) 6-Lesson Immersion

What times are most suitable for you?

Mornings (9 - 1130a)

Afternoons (2 - 430p)

Evenings (6 - 830p)

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Is there a specific topic you would like covered?

Any other interests and goals you would like to share?..

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