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Sale!

Gold Membership with Dubai Weekend Workshop (Fri & Sat)

1,470.00 د.إ 1,270.00 د.إ

Gold membership gives you ongoing access to the latest personal finance tools, private support groups and member events, as well as two workshops (101 and 102). There is no annual charge. Workshop dates must be booked in advance, as they tend to sell out two or more weeks beforehand.*

Standard price: 1470 AED
Discounted price: 1270 AED
Pay here by bank transfer. Contact me here if you’d like to pay by debit or credit card once you have completed the purchase.

Select your preferred workshop dates below. Contact me if you want to do the Friday or Saturday one weekend and then the remaining day on a later weekend.

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SKU: DXB-GOLD Categories: ,

Gold membership gives you ongoing access to the latest personal finance tools, private support groups and member events, as well as two workshops (101 & 102). There is no annual charge. Workshop dates must be booked in advance, as they tend to sell out two or more weeks beforehand.*

Based on the Dead Simple Saving 10 Steps to Financial Independence, Steve will personally take you through everything you need to do, explaining the basics and showing you the most practical path to saving and investing as an expat.

Expat Saving & Investing 101: Mindset, Planning, Fixing & Saving

The worst thing you can do with investing is jump in blindly and then freak out when the stock market takes a beating. Do the preparation first, put all your safety nets in place and feel much more confident about your current & future finances.

Part I: Mindset and Planning

  • How your mind can work against you and how to get in the right mindset for investing
  • How to plan for financial independence and early ‘retirement’
  • How to really understand your current financial situation
  • How to track your net worth and monthly savings rate, then improve them rapidly
  • How to calculate your own target net worth, years to retirement, upfront & monthly investment size

Part II: Fixing and Saving

  • How to maximise your income and minimise your expenses
  • How to manage loans and cards effectively
  • How to establish a cash buffer of appropriate size
  • How to give every dirham a purpose and make your money work hard

Expat Saving & Investing 102: What to invest in and how to invest as an expat

Part I: What to Invest in

  • What stocks, bonds, indices and ETFs are
  • Multiple ways to reduce the risk in sensible stock market investing
  • Why passive index investing beats active investing
  • How to select an appropriate mix of passive stock index fund(s) and bond fund(s), based on your own personal situation
  • How to deal with tax, currencies, time to retirement and market fluctuations
  • How to align your real estate portfolio with stock and bond investing for retirement

Part II: How to Invest as an Expat

  • How to invest confidently as an expat, using an offshore brokerage and an exchange house
  • What to do when you go back to your home country
  • How to fill in the brokerage application form
  • How to buy your first ETF online

Not only will you understand how to do it – you will have started already, with all the numbers calculated and accounts set up, ready to make your first investment.

Eligibility

There are only a limited number of seats at any workshop (max 22). Anyone aged 21 or over is welcome. You will need to bring a laptop with Microsoft Excel (no prior experience necessary). Ideally, you should have a gmail account or Google Drive account. You should also bring details of all your savings, investments, debt and main expenses, so you can develop your financial plan. You will only have to share as much financial information as you are comfortable with.

If you only want to invest in real estate or actively trade stocks as your main source of income, this course is probably not for you. It focuses on how to spend a minimum amount of time on personal finance through passive stock and bond investing, so you can get on with the more exciting things in life.

Workshop information

All weekend workshops run from 10am to 4pm, latest 5pm if we run over or there are lots of questions, with a break for lunch or prayer around 1pm. The maximum size is 22 people, so that everyone can get to know each other, ask questions and receive personal attention.

*Membership refund policy: before 72 hours of your selected workshop, full refund less any processing fees charged by third parties. Within 72 hours of your selected workshop, no refund though you may switch to a later date if one becomes available.

Date

Fri 27 & Sat 28 September 2019, Fri 11 & Sat 12 October 2019, Fri 25 & Sat 26 October 2019, Fri 8 & Sat 9 November 2019, Fri 22 & Sat 23 November 2019

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