With Dr. Sami
DRT Women & Wealth Intensive
Give your capital a purpose and build an investing process you can return to.
A three-week small-group mentorship for women who want to understand their investment choices, recognize risk and approach money decisions with greater intention, paired with a one-on-one boutique portfolio collaboration with Dr. Sami. Across four live one-hour sessions from November 11 to December 2, we work through examples, questions and practical worksheets you can use to organize your thinking.
Group of 4 to 6 women.
Three live 60-minute investing lessons and one live 60-minute implementation session, 4:00 to 5:00 PM ET / 1:00 to 2:00 PM PT:
- Wednesday, November 11: Give your capital a purpose. Cash, stocks, ETFs, diversification, time horizon and portfolio structure, using general examples.
- Wednesday, November 18: Understand options and premiums. Option rights and obligations, covered calls, cash-secured puts, assignment and loss scenarios, including why collecting a premium does not guarantee a profitable investment.
- Monday, November 23: Understand wealth and liquidity strategies. How eligible assets may serve as loan collateral, including securities-backed lines of credit, interest, repayment, maintenance calls and forced-sale risk. "Buy, borrow, die" is covered as a concept with legal and tax conditions, not a universal tax outcome or a recommendation to borrow.
- Wednesday, December 2: Build your repeatable process. A worked example and the workbook are used to practice an investing decision checklist, record open questions and set a review routine. No trade is required.
One-on-one boutique portfolio collaboration: a private 30-minute educational session with Dr. Sami, built around your own portfolio questions. We discuss general portfolio concepts, diversification and risk questions, and course worksheets, so you leave with questions to take to qualified professionals. The session is educational and does not include personalized buy, sell, hold, allocation or borrowing recommendations.
You also receive a workbook, risk checklists and teaching replays for enrolled participants.