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Stocks on a Screen

Actionable Training for Everyday Investor

Learn the Process, Master the Tools, and Invest with Confidence.

Welcome. The resources on this page are designed to give you clear, no-fluff strategies you can use to take control of your investments. My goal is to demystify the world of options and provide the practical knowledge you need to protect your capital and improve your results.

Masterclass video
Start Here: My Free 30-Minute Masterclass
5 Simple Strategies to Minimize Losses & Maximize Gains

This is the best place to begin. In this practical, 30-minute training, I pull back the curtain on the core concepts I teach my private clients. You will learn five powerful, yet simple, strategies that can transform your approach to the market—all explained in a clear, easy-to-understand way.

Ready for Your Next Step?

You’ve just learned the 5 core strategies. 

 

If you're ready to implement them with expert guidance, your next step is

👉 The Smart Investing Blueprint.

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If you would rather learn on your own with a self-paced online course, click here.

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To continue learning for free, explore the practical Q&A and demo sessions below. 

Podcast Interview

In this 45-minute deep-dive interview, I answer 20 of the most common questions that everyday investors have about taking control of their financial future. We cover everything from what makes a good investment and the most common mistakes people make, to how you can stay calm during market drops and the specific tools you should learn to build confidence and peace of mind.

Enjoyed the conversation? The next step is to see how these ideas can apply to you.

Demo

Ready to see how simple the process is in real-time? In this practical demo, I share my screen and walk you through placing your first trades, step-by-step. See exactly how to use options to protect your capital and manage risk with confidence.

Ready to apply these ideas to your own portfolio?

Looking for a Personalized Roadmap?

These training resources provide powerful tools and frameworks that can help any investor. However, the fastest path from learning to confident execution often comes with personalized guidance.
 

If you're ready to apply these concepts with support tailored to your specific goals and questions, my 1-on-1 coaching is designed to help you build your process and implement it effectively.

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© 2025 OPTI Strategies Inc. All rights reserved.

Disclaimer

I provide coaching and training, not financial or investment advice. [Read full disclaimer]

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