When the need arises, we hold an investment weekend course that teaches the OptionsWest Covered Call strategy. This consistently successful approach is used to manage the OptionsWest EquiFund.
Out-of-state clients have enjoyed the weekend training format. These "Weekend Courses" are intensive, full weekend sessions that teach the same strategy as the full course curriculum. The seminar training approach includes two weekend events. The initial 3 day seminar provides the full course training and is an intensive 5 session weekend. Attendees are welcome and incouraged to return for a second weekend refresher course. Great and reasonable accommodations are available at the Ayres Hotel in Rancho Santa Margarita and the classroom is located nearby. Each weekend includes a complimentary dinner on Friday night at a favorite local eatery. We also usually take lunch together allowing for further Q&A.

 



The weekend seminar is specifically designed for stock investors who want to learn our unique risk-adverse investment strategy that produces consistent 40%-50% annual returns. The implementation of this strategy requires a minimal time investment per account (4-5 hours per month) and does not require the use of margin (Perfect for IRA accounts). You will learn the strategy that is the core teaching of the full OptionsWest education. You will also receive the software "tools" that allow you to automate your risk management decisions. The tools also save you valuable time, time better spent enjoying life than researching stocks. For investors who are already comfortable trading stocks, and are familiar with at least the basics of spread trades and covered calls, this first 3 day seminar may be the only weekend trip you will need to make. The 3-day seminar covers the entire course, although there is a lot of information to absorb. Returning for a refresher weekend is always part of the plan and will be imperative for those who are initially learning equity investing from the ground up. The second weekend refresher seminar is a repeat of the entire course, allowing the complete picture and all the trading nuances to become clear. It is customary to allow yourself three to six months or more before taking the refresher weekend.

The cost of the weekends includes the TradeView account management software (a course pre-requisite), a 12 month subscription to the OptionsWest Trading Service with the Daily Covered Call listing sheet and the email trade alerts.

Total cost of the Fly-In Weekends course, including full color detailed Workbooks for each session, TradeView software, and the OptionsWest Trading Service including the daily trade listing sheet, and email alerts for (12) months is ... $8,300.00 This price includes both weekends.



This weekend course is specifically designed for experienced stock traders who want to learn how to be consistently successful making money in the market. We teach momentum stock strategies that have an objective of a 100% annual return. We also share a LEAP options approach that has a monthly obejective return of 20%. These are approaches that we have used for years in our stock and options accounts. The weekend course also shares an effective method for practicing your skills and craft with the historical price action of the market. This approach builds confidence in your ability to master these investing strategies.

The cost of the weekend includes TradeView account management software, a 6 month subscription to the OptionsWest Trading Service with the momentum and Volatility Squeeze stock listing sheets and the email trade alerts.
Great and reasonable accommodations are available at the Ayres Hotel in Rancho Santa Margarita and the classroom is located nearby. Each weekend includes a complimentary dinner at a local favorite eatery on Friday night.

Total cost of the Weekend Course, including the TradeView software, OptionsWest Trading Service including the daily trade listing sheet, full color detailed Workbook and email alerts for (6) months is ... $6,500.00


This advanced course is usually for traders who have been through the Investment weekend course or have taken the California classroom eight session course and are looking to spend more time managing their investment portfolio.








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