Priceless financial knowledge

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How to manage Bar & Bat Mitzvah money responsibly


Mazel Tov!
Give a gift more precious than money
This 5-part online course teaches:​
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How saving, investing & the stock market work
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​How to develop healthy money habits for life
Get the Mitzvah Investing Course for $99
Includes:
5 Hour Video Series
3 Interactive Projects
Investing Guide
Interactive journey into the world of saving, investing & giving for teens.
7 part PDF overview filled with links and helpful resources
Hands-on experience, practicing and applying the concepts.




Once the Party's Over
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This gift will keep on giving
This course teaches how to:
Create a plan for saving & growing Bar / Bat mitzvah money.
Understand the stock market & index fund investing.
Build a long term, buy & hold portfolio using a risk-free virtual trading account.
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Identify money goals for the next 5 & 10 years & the plan to reach them.
Master financial literacy frameworks and make smarter money decisions for life.
+ 3 Interactive Projects
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A personal budget, saving and investing plan
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Three-part portfolio for long term investing
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5 and 10 year financial milestone goal setting
From Just $99


30-day moneyback guarantee
Even if teens are not interested in investing, this opens their eyes




How it works
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Once you purchase the workshop, we will ask if the course is for you or is a gift.
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Curriculum Features:
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5 hours of fully digital content, you just need a computer or tablet and internet access.
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3 Interactive assignments, allowing learning through experience.
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7 part Investing guide PDF
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30 day money back guarantee
If the course is for you, you will receive a welcome e-mail with a link to the online class portal and a unique voucher code to access the course.
If this is a gift, we will ask for the gift recipients name, e-mail and date you would like the course sent and on that date you will both receive the welcome e-mail and they will receive access to the course.
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The gift that will
Set Them up for life
Have questions or need support?
WhatsApp or Call: US (323) 723 3728 or ISL 058 685 9643
E-mail: Malcolm@thestockboss.com
About Malcolm & The workshops
Malcolm Berman holds an MBA from Georgetown and has worked in investment banking in London, for Sony PlayStation and at Vayyar in Israel.
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He has been an active investor for 15+ years and teaches group courses for adults and teens, as well as seminars on investing in the stock market for companies.
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Malcolm & his wife made aliyah from San Francisco in 2014 & live in Ra'anana.


Corporate Clients Include:

The
STock Boss
CONTACT
For inquiries contact us at:
US - (323) 723 3728, ISL - 058-685-9643
Copyright 2021
Legal Disclaimer
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The content and products on this site are for educational purposes only and I am merely citing my own personal opinion.
I am not a licensed financial advisor and this class is not intended to be used as a complete source of information on any particular company or investing vehicle.
Every investment decision is your decision and your responsibility. Always research your own investments and consult with a registered investment or pension adviser. All stocks and investments mentioned in the course are merely being used for illustrative purposes and are not a recommendation to buy or sell specific securities.
Any individual who chooses to invest money should do so with caution. Investing carries a high degree of risk; you may lose some or all of the money that is invested. I am not responsible for your success or failure
Do not invest money that you can’t afford to lose or rely upon to cover your cost of living.
We will never sell or give your information to any person or organization.