We all need support in whatever we do. Why not learn how to invest with handful of smart women who want to up their game? Below are 2 agendas I put together to kick off your own microdose investment club so you don't have to think about it! Create any variation of the below, whatever works for you! It's all based on my course which you can find on MicrodoseInvesting.com​

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AGENDA 1:THE POWERHOUSE (meet 1x a month in person)

Designed for those who can get together in person 1x month for the first 3 months. Continue to meet in person monthly, or move to shorter online meetings.

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Meeting 1: (In person, 2 hours). Jumpstart it! Bring earphones and power through week 1 of the course together. (1hr and 15 minutes). 30 minutes for vino, coffee, and catch up. Share individual goals for investing.

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Meeting 2: (2 hours). Review what you learned in weeks 2-5. Compare your short lists that you will have created as part of the course assignments and discuss your diversification strategies that you will have filled out in week 5. Set up a new brokerage account (or Roth)! (Celbratory cocktails optional, but highly recommended :))

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Meeting 3: (2 hours). Discuss Weeks 6-8 that you will have completed. Share your comparative research that is an assignment in the course; consider creating a shared google worksheet where you can easily consolidate everyone’s research.

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Meeting 4: (30 minutes - move to zoom potentially, up to you). Touch base on how each of your investments are doing, down or up? And why you think they are down or up. Approx. 6-8 minutes for each person to give an update to the group.

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Meeting 5: (30 minutes - zoom). Discuss macro environment for 10 minutes by reviewing sector performance and other indicators. Then 4-minute updates per person on your stocks.

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Meeting 6: (30 minutes- zoom). Discuss macro environment for 10 minutes. One person gives a 15-minutes presentation on one stock they chose to research. Rinse and repeat – next person choses one stock to analyze at the next meeting.

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AGENDA 2: THE MICRO; 1x every 2 weeks

Designed for those who can get together more frequently 2x a month (bi-weekly) but for less time (possibly by zoom- up to you).

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Meeting 1: (30 - 45 minutes). Kick it off! Discuss your goals – what you want to get out of investing, establish specific goals. (Relates to my introduction to the course – video 1).

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Meeting 2: (30 - 45 minutes). Review what you learned in Weeks 1-2. Discuss stocks and ETFs you like and why (based on your initial instincts- it’s okay that you don’t know a lot right now).

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Meeting 3: (30 - 45 minutes). Discuss what you learned in weeks 3-4 of the course. (Some ideas: each person talks about their favorite growth stocks and favorite value stocks - all related to class.

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Meeting 4: (30 - 45 minutes). Discuss weeks 5-6 of the course. Compare shortlists to-date (developed in the course) and diversification strategies- each person has a turn 4-6 minutes each.

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Meeting 5: (30 - 45 minutes). Discuss weeks 7-8 of the course &where you think we are in the business cycle and why; indicators you will watch, and what accounts you set up and why.

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Meeting 6: (30 - 45 minutes). Discuss major things each person learned this past week – where you all think interest rates and the economy are going based on the last Fed announcement.

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Meeting 7-11 (30- 45 minutes). One person each meeting presents deep dive research and opinion on a company stock they wanted to buy.

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Plus, can sign up for my Friday newsletters - a true micro dose on the most important thing that happened that week in markets, which you can use as a discussion topic as well.

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Once you start the course, connect with even more ladies on the private alumni FB group! Let's build a communmity.

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Your greatest champion,

Shelley

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P.S. Just paste this link into an email and forward to a few women now. No time like the present!

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PSST...Connect with me and microdose investment education on any of the channels below!

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