Learning that fits into your actual schedule
You're trying to invest smarter and grow wealth without taking on unnecessary risk. Our webinars walk through practical capital allocation strategies that seasoned investors actually use—portfolio balancing, risk assessment frameworks, and how to evaluate opportunities based on your financial goals. This isn't theory. It's about making decisions you can feel confident about, whether you're managing retirement savings or building long-term wealth. We break down the real factors that matter when you're deciding where your money should go next.
What you'll work through in our sessions
Each webinar tackles specific challenges investors face when making allocation decisions. You'll see real frameworks, walk through example scenarios, and leave with approaches you can apply immediately to your own portfolio decisions.
Portfolio structure fundamentals
Understanding how different asset classes interact and building a foundation that matches your risk tolerance and time horizon without overcomplicating the process.
Risk evaluation frameworks
Learning to assess actual risk versus perceived risk, identifying warning signs in opportunities, and developing a systematic approach to evaluating new investments.
Rebalancing strategies
Practical methods for adjusting allocations as market conditions change, when to make moves versus when to hold steady, and avoiding emotional decision-making during volatility.
Tax-efficient allocation
Structuring your portfolio across different account types to minimize tax drag and understanding which assets belong where for better long-term outcomes.
Opportunity evaluation
Developing a checklist approach for new investment considerations, cutting through marketing noise, and making comparisons that actually matter for your situation.
Long-term planning alignment
Connecting your allocation decisions to actual life goals, adjusting strategies as circumstances change, and building a plan that evolves with your needs over time.
Who guides these sessions
Vivienne Oakridge
Portfolio Strategy
Spent fifteen years helping individual investors structure portfolios that align with their goals. Focuses on practical frameworks that reduce complexity without sacrificing effectiveness.
Helena Thornwell
Risk Assessment
Background in institutional risk management, now teaching individual investors how to evaluate opportunities systematically and avoid common pitfalls in decision-making.
Petra Valmont
Tax Strategy
Works with investors on structuring allocations across account types for better tax efficiency. Makes complex tax rules understandable and actionable for everyday planning.