Master the markets as a unified Investment Committee in this 8-session interactive “Comprendate.” You’ll move from novice to active LEAP trader, turning $10,000 into a high-performance portfolio through collaborative decision-making.
Operating as partners, parent and teen will master both sides of the strategy: building a secure foundation with ETFs and amplifying growth through Long-term Options. Using Fidelity, TastyTrade, or Robinhood, you will execute real trades only after mutual agreement, managing risk and harvesting profit as a team. This isn’t a lecture—it’s a hands-on apprenticeship in financial sovereignty where both voices carry equal weight. By the final session, you won’t just own assets; you’ll own a shared family legacy and the skills to grow it for a lifetime. Note: Third-party authorized may be invoked.
Curriculum: The 8-Session Strategic Journey
Sessions 1–2: Portfolio Construction. Setup, funding, and selecting your Family portfolio.
Sessions 3–4: Collaborative Mechanics. Demystifying leverage and inverse strategies. You will work together to identify and vet high-probability LEAP targets that meet your committee’s criteria.
Sessions 5–6: Dual-Key Execution. Live execution of the active trade. Practice “Dual-Key” management, where both partners must sign off on the trade entry and the rigorous risk-management guardrails.
Sessions 7–8: The Harvest & Legacy Planning. Mastering exit strategies and finalizing your Long-Term Joint Management Plan to ensure the partnership continues long after the course ends.
The Investment
| Session | Focus | Investment |
|---|---|---|
| Session 1 | Portfolio Construction. Setup, funding, and selecting your Family portfolio. | $40 / person $80 / team |
| Session 2 | Portfolio Construction. Setup, funding, and selecting your Family portfolio. | $40 / person $80 / team |
| Session 3 | The Mechanics. Demystifying leverage and inverse, and identifying high-probability LEAP targets. | $40 / person $80 / team |
| Session 4 | The Mechanics. Demystifying leverage and inverse, and identifying high-probability LEAP targets. | $40 / person $80 / team |
| Session 5 | The Active Trade. Dual-key execution and setting rigorous risk-management guardrails. | $40 / person $80 / team |
| Session 6 | The Active Trade. Dual-key execution and setting rigorous risk-management guardrails. | $40 / person $80 / team |
| Session 7 | The Harvest. Mastering exit strategies and finalizing your long-term management plan. | $40 / person $80 / team |
| Session 8 | The Harvest. Mastering exit strategies and finalizing your long-term management plan. | $40 / person $80 / team |
| Total | Eight 50-minute to 90-minute 1:1 sessions | $320 / person $640 / team |
The Foundation
Wealth isn’t just about numbers; it’s about sovereignty. My philosophy, rooted in classical Austrian and Chicago principles, is that families—not the State—are the best stewards of their own futures. I view this experience as a high-stakes apprenticeship in business logic.
In our sessions, you aren’t just “learning about stocks”; you are making calculated business decisions. We hunt for growth by evaluating market landscapes, listening to earnings calls, and performing the fast, quantified risk calculations required to manage a 7-figure mindset. Parents are often sidelined in traditional education, but here, you’ll witness your teen’s true capacity for real-time problem solving and negotiation. Guests choose this journey because they value a professional-grade framework where the teen’s voice has weight, ensuring the $10,000 you deploy is backed by a shared family legacy and an entrepreneur’s eye for opportunity.
Meet Your Host
Dennis subscribes to classical Chicago and Austrian economic principals where individuals should ultimately manage and be responsible for their own future because the State will not be as effective with managing their future. Dennis manages a modest 7-figure portfolio that took years to build and he encourages anyone bold to take the risk, to make their first investment. I treat every $10,000 trade with the same rigor used to manage my own 7-figure portfolio, teaching families how to transition from passive saving to active, business-minded growth.
Dennis and his wife, Lucie, reside in Utah and make extended visits to Brno, Czech Republic. He also publishes and writes for 24Hour Journal, a newsletter for entrepreneurs. Dennis is active in his health and mobility, and loves cold plunging for mental and physical health.
Investing Persona: Moderate-to-aggressive investment strategy with a balance ETF and equity portfolio, and options trader.
Come Prepared With
- One shared laptop
- Notebook and pen
Provided For You
- Water, coffee, tea
- Workbook
About The Setting
This Regus Draper Center workspace offers a professional, tech-forward environment designed for focus. The setting features modern private offices with mountain views and high-speed infrastructure. Reviewers consistently praise the “clean and well-maintained” facilities and the “approachable, professional” reception team. Strategically positioned near I-15 and local eateries, it provides the perfect “quiet and professional” backdrop for your investment committee to collaborate without distraction.
Upon entering the main building doors, walk up the stairs or the take the elevator to the second floor. Parking is free.
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