Virtual Investing Workshop
Learn How to Evaluate Businesses and Make Confident Investing Decisions
A live, 3-day virtual investing workshop taught by Rule #1 Investing
As seen in
The Real Problem Isn’t the Market
It’s Not Having a Clear Decision Framework
Most people invest on autopilot.
They
- Follow investing tips they don’t understand
- Rely on financial advisors they can’t fully evaluate
- Ride volatility without a plan
- Hope their retirement works out “eventually”
What’s missing isn’t intelligence or effort. It’s a repeatable way to decide:
- What makes a business worth owning
- What price is attractive — and what isn’t
- When to act… and when to walk away
You deserve so much more!
Be confident managing your OWN money.
Stand up for your family’s wealth.
Introducing the Rule #1 Virtual Investing Workshop
A live, hands-on, 3-day virtual workshop where you’ll learn how to evaluate businesses using a clear, disciplined framework — so investing stops feeling like guessing.
This is not a lecture series.
This is not theory-only education.
You’ll be guided step by step by trained Rule #1 coaches as you practice applying the framework in real time.
Real People. Real
Results.
“I feel so incredibly inspired from this workshop — it gets me so excited to start this journey. One of my best decisions, and life-changing!”
Ashley
“Is there any workshop like this anywhere? I don’t think so. You’re taught financial information that will change your life — and somehow it never feels overwhelming.”
Holly
“Amazing content, great instructors. I can’t believe you held my attention — I wanted to make sure I wasn’t late and didn’t miss anything!”
Jennifer
“I went from utterly confused on Day One, to curious on Day Two, to fully fired up on Day Three. My first exposure to investing ever!”
Santiago
“The breakout rooms were extremely helpful for putting the lessons into practice. The coaches were knowledgeable and very patient in answering all my questions.”
Vanathi
“I’ve been to many investing seminars — there’s nothing like this. It breaks down complex techniques into actionable game plans. I give it an 11!”
Joe
“I brought my fiancée, who studied art and does NOT like math. She came to support me — but by the end she understood it and was excited to invest with me!”
Christian
The Core Idea You’ll Learn
This principle comes from value investing — but Rule #1 makes it practical and learnable through the Four Ms Framework:
Meaning
Is this a business you understand and believe in?
Moat
Does it have a durable competitive advantage?
Management
Are the leaders capable and aligned with owners?
Margin of Safety
Is the price attractive enough to reduce risk?
Your 3-Day Stock Investing Workshop Journey
DAY
01
Reset your investing mindset. Discover the qualities of great companies and the core principles of Rule 1 value investing.
12:00 PM – 9:00 PM ET
DAY
02
Dive into hands-on practice. Evaluate a company of your choice with direct support from Rule 1 coaches in small groups.
10:30 AM – 9:00 PM ET
DAY
03
Learn introductory options strategies for generating cash. Build your personalized watchlist of Rule 1-approved companies.
10:30 AM – 7:30 PM ET
Upcoming Workshop Dates
August 21 - 23 · October 16 - 18
The Results
Ready to Stop Guessing
- If you want a clear, disciplined way to evaluate businesses
- If you want to feel confident in your investing decisions
- If you want to understand why you’re investing — not just hope it works out
A crash-resilient portfolio
Finding the right companies to invest in, that meet Rule #1 criteria, means you can be better equipped to preserve your money regardless of market condition.
A life of enjoyment
Making your money work for you is one of the most impactful ways to make more money quickly.
The ability to capitalize interest
Learn how to generate cash of your investments and walk away with 10 Rule #1 approved companies for your watchlist.
Who This Workshop Is For
This workshop is designed for:
- Beginners and aspiring DIY investors who want clarity
- People who feel behind and want a trustworthy framework
- Investors in their 50s or 60s doing a serious retirement reality-check
- Anyone who wants to understand their decisions instead of outsourcing them blindly
This Workshop Is Not For:
- People looking for shortcuts
- Anyone expecting done-for-you investing
- Traders chasing predictions, hype, or quick wins
Rule #1 is about discipline and education, not promises. If you are looking for a calm, structured way to learn investing and make decisions you understand, this workshop is designed to support you. If you are hoping for shortcuts or excitement, it may not be the best match.
What’s Included in the 3-Day
Virtual Investing Workshop
- Hands-on investing education
- Live coaching sessions in small groups to practice and ask questions
- Strategies to identify “antifragile” companies for every market condition
- BONUS: Access to the exact same Toolbox software I use to value the companies
- BONUS: 10 Rule #1 approved companies you can review to put on your watchlist.
Because doing nothing has a cost.
Why Learn This Now?
Without a clear framework:
- Decisions get delayed
- Confidence erodes
- Stress builds
- Progress toward long-term goals slows
One bad stretch — or years of mediocrity — can push financial timelines out far longer than most people expect.
The Rule #1 Investing Difference — and Why It Matters
Most investing education focuses on what the market might do next. Rule #1 investing takes a different approach, one built on patience and selectivity.
This investing seminar is designed to help you avoid the most common investing mistakes, which often come from reacting too quickly. Instead of feeling pressure to always be in the market, you’ll learn how to step back, evaluate opportunities carefully, and act only when the conditions make sense.
You’ll also learn how discipline helps reduce the emotional side of investing. Market ups and downs can create uncertainty, but Rule #1 focuses on clear decision rules that support consistency, even during volatile periods.
When your decisions are guided by a process rather than pressure, you’re better equipped to stay calm, think clearly, and invest with intention over the long term.
Frequently Asked Questions
Is the Rule #1 Virtual Investing Workshop the same as the 3-day in-person Transformational Investing Workshop?
If I miss part of the Virtual Workshop, can you send a replay?
Why do you not accommodate for other time zones?
Can I refund or transfer my ticket to another virtual workshop date?
What does the schedule look like?
- Day 1: Start Your New Investing Journey (12:00 pm ET - 9:00 pm ET)
- Day 2: Find Out Exactly How to Choose Great Businesses Like Pro (10:30 am ET - 9:00 pm ET)
- Day 3: Learn Options Trading and Create Your Market Crash-Resilient Portfolio (10:30 am ET - 7:30 pm ET)