Location: Orlando Resort @ ChampionsGate Dates: October 16 - 18, 2025 My Events: EVENT 1: Workshop (recently added) Date: Thursday, October 16, 2025, at 11:15 am - 12:00 pm EDT Title: How to Set Up Option Portfolios Using Stock Selection, Diversification, Cash Allocation and Calculations For details click here. EVENT 2: KEYNOTE Date: Friday, October 17, 2025, […]

Discover How To Protect Your Wealth and Profit During These Volatile Times Location: Sarasota, FL | Ritz-Carlton Hotel Dates: December 1-3, 2025 - - - -BCI WORKSHOP Date: Tuesday, December 2, 2025, at 3:25 pm - 4:10 pm EST Title: Setting Up Option Portfolios Using Stock Selection, Diversification, Cash Allocation, and Calculations For details click here. […]

Register now! Topic: Using Conservative Stock Options to Create a 3rd Income Stream in Stock Portfolios Renting your stocks on a short-term basis You have owned shares of stock in your non-sheltered accounts for many years. Share value has been appreciated significantly over time. This has put a smile on your face. Many of these […]

Thursday February 12, 2026 7:30 PM ET – 9:00 PM ET Credit Spreads for Bull & Bear Markets Introducing Our Latest Products, Creating New Investment Opportunities

February 23 -25, 2026 Las Vegas MoneyShow/TradersExpo Here's My Schedule: Event #1: Workshop | Mon., February 23, 2026 at 11:30am -12:20pm PST The Collar Strategy: Covered Call Writing with Protective Puts - (Protecting covered call trades from catastrophic share loss) This is the strategy Bernie Madoff pretended to use. He called it the split strike conversion […]

Tuesday March 10, 2026 6:30 PM - 8 Pm ET Private Investment Club / guests are welcome https://www.totalwine.com/store-info/florida-palm-beach-gardens/903?cid=referral:website_link::momentfeed:903_palm_beach_gardens_store_details_page: Wine-tasting event follows for those interested.  

Thursday March12, 2026 7:30 PM ET – 9:00 PM ET Ultra-Low-Risk Approaches to Covered Call Writing & Selling Cash-Secured Puts

This year’s MoneyShow Masters Symposium is set for April 9-11, 2026, at the Diplomat Beach Resort, and offers a stellar lineup of speakers ready to provide you with valuable insights, stock picks, and recommendations. That includes yours truly! This conference is aligned to be one of this year's best. I will be presenting two events live, in person. Details […]

April 22, 2026 Portfolio Overwriting: A Form of Covered Call Writing Details to follow.

Register now! Topic: The Put-Call-Put (PCP) or Wheel Strategy Generating cash flow & buying shares at a discount using covered call writing and cash-secured puts. - plus, a bonus Barry Bergman credit spread example - Selling stock options is a proven way to lower our cost-basis and beat the market on a consistent basis. Two […]