The Blue Collar Investor

Long Island Stock Investor Group: Part I
2025-02-13 19:30 - 21:00 (America/New_York)
Thursday February 13, 2025
7:30 – 9:00 PM ET
Private investment club
Covered Call Writing with Dividend Stocks

Las Vegas Money Show
2025-02-17 16:30 - 17:30 | Paris Hotel Las Vegas
February 17 -18 2025
Educational Event #1. Ultra Low-Risk Approaches to Covered call Writing and Selling Cash-Secured Puts
– Adding Delta and Implied Volatility to existing defensive concepts
Covered call writing and selling cash-secured puts are low-risk, option-selling strategies focused on generating cash-flow. Our trades can be structured to represent aggressive or defensive postures or somewhere in between.
This presentation will detail how to structure our trades to decrease risk, particularly in bear and volatile market conditions while still generating significant returns. It will also be of interest to investors who have a low personal risk-tolerance but still want to generate highhttps://www.lasvegasmoneyshow.com/speakers/e413c9dea90047bcba9fded15d808435/dr-alan-ellman/?scode=064351er than risk-free returns.
Both Delta (an option Greek) and implied volatility will be spotlighted, and real-life examples will be utilized to demonstrate the process of establishing these conservative trades, while still allowing us the potential to generate significant annualized returns.
Educational Event #2. Covered Call Writing Technology Stocks
– Multiple Applications Based on Current Market Conditions
– Real-life examples with Invesco QQQ Trust (Nasdaq: QQQ)
Covered call writing is a low-risk option-selling strategy geared to generating cash flow with capital preservation a key requirement. This presentation will demonstrate how the strategy can be crafted to succeed in all market environments, using a technology exchange-traded fund. Basic and advanced concepts will be discussed. Market situations highlighted are:

Normal to bull markets
Bear and volatile markets
Low interest-rate environments

Also analyzed are:

Option chains
Trade calculations
Measuring and quantifying risk

A highly liquid large-cap technology exchange-traded fund, Invesco QQQ Trust, will be used to establish rules and guidelines to benefit in these various market conditions.
Register here.

Long Island Stock Investor Group: Part II
2025-03-13 19:30 - 21:00
Thursday March 13, 2025
7:30 – 9:00 PM ET
Private investment club
Selling Cash-Secured Puts: 2 Outcomes

Money Show Masters Symposium Dallas
2025-04-05 09:00 - 18:00
Saturday April 5, 2025
Hilton DFW Lakes
2 events:
#1: Selling Cash-Secured Puts to Buy a Stock at a Discount or to Enter a Covered Call Trade
(45-minute workshop)
Real-life examples along with rules, guidelines and calculations are included in this presentation.
Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash-flow. This presentation will detail how to craft the strategy to buy a stock at a discounted price or to initiate a covered call trade. Topics included in the webinar:

Option basics
The 3-required skills
Practical applications

Traditional put-selling
PCP (Put-Call-Put or wheel) Strategy (adds covered call writing)
Buy a stock at a discount instead of setting a limit order

#2: All Stars of Options panel discussion

– – – –
Visit my Speaker page here.
MoneyShow Home page for Dallas Symposium here.
Register here.

Investment Masters Symposium Miami 2025
2025-05-15 10:00 - 17:00
Thursday May 15, 2025
Thursday, May 15, 2025, at 10:30 am – 12:30 pm EST
Using Both Covered Call Writing & Selling Cash-Secured Puts in a Multi-Tiered Option-Selling Strategy
(The Put-Call-Put (PCP or “Wheel) Strategy)
Thursday, May 15, 2025, at 3:40 pm – 4:25 pm EST
Using Cryptocurrency in Our Low-Risk Option Portfolios
Thursday, May 15, 2025, at 5:55 pm – 6:25 pm EST
All-Stars of Options Panel
Registration here.

Mad Hedge Fund Traders & Investors Summit
2025-06-03 11:00 - 12:00
Tuesday June 3, 2025, at 11 AM ET.
2 Covered Call Writing Strategies
Dividend Capture and A Streamlined Approach
Covered call writing is a low-risk option-selling strategy geared to generating weekly or monthly cash flow with capital preservation in mind.
The specific approach used is crafted based on personal risk tolerance, market conditions and strategy goals.
In this presentation, 2 such blueprints are analyzed.
The first, dividend capture, is a method of creating a 3-income stream potential per trade.
The second, the CEO Strategy, is a streamlined approach to covered call writing which is especially appealing to those with busy work and personal schedules. It is based on Dr. Ellman’s 9th book which demonstrates how the market was beaten by > 15% in 2022.
Option basics along with real-life examples and real-time Q&A throughout the entire presentation.
Registration link here: https://www.madhedge.com/?source=aetbcic

Long Island Stock Investors Group
2025-06-12 19:30 - 21:00
Private club: members only
Thursday June 12, 2025
7:30 PM ET
Selling Cash-Secured Puts

BCI Educational Webinar Series #7
2025-06-19 20:00 - 21:30
Register now!
Topic:
Using Cryptocurrency in Our Low-Risk Option Portfolios
Covered Call Writing and Selling Cash-Secured Puts with a Bitcoin ETF

With the popularity of cryptocurrency expanding exponentially, this presentation is designed to analyze how we can take advantage of a highly liquid Bitcoin ETF which has robust liquidity and implied volatility.
Discussion includes:

What is Cryptocurrency?
What is Bitcoin?
What is IBIT?
Option basics.
What is covered call writing?
Preview example for covered call writing
What is selling cash-secured puts?
Preview example for selling cash-secured puts
Summary
Event special offer*

Real-life examples will be employed from 4 perspectives:

Traditional covered call writing.
Defensive (low risk) covered call writing trades.
Traditional cash-secured put trades.
Defensive (low-risk) cash-secured put trades.
– – – –
*discount coupon for all attendees.

Option basics will be reviewed prior to developing these “crypto” option selling strategies. After the presentation, the floor will be open for live Q&A on all topics related to covered call writing and selling cash-secured puts.
Register now!
Video Invitation:
I invite you to watch my video below highlighting what you can expect from this BCI premier event. Running 4:24, it offers a brief overview of what you can expect when you attend this live event, and may just change your perspective on how you can maximize profits even during these fluctuating times in today’s market.

REGISTRATION DETAILS
This educational event is free to attend. Simply complete the form below and a confirmation email will be sent to the address provided immediately upon completion. Zoom Meeting ID, passcode, and direct link will be sent via email to those who register the afternoon of Wednesday, June 18, 2025, the day before our live education event goes live.
Again, for those who register you will receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
Special Offer to be announced at the end of the educational event.

REGISTRATION NOW CLOSED

Money Show Virtual Event
2025-07-23 11:30 - 12:30
Wednesday July 23, 2025
11:50 AM ET – 12:20 PM ET
Setting Up Option Portfolios Using Stock Selection, Diversification, Cash Allocation and Calculations
Analysis of 6 covered call writing trades
Achieving the highest possible returns is a goal of every option trader. This requires a structured system based on sound fundamental, technical and common-sense principles. This presentation will analyze the critical steps starting with selection of the underlying securities, diversity of stocks and their industries and determining the amount of cash to appropriate to each position.
Once we have a framework for this investment portfolio, initial calculations will determine if our initial time-value return goal is met along with the downside protection we are seeking.
3 BCI reports and 2 BCI proprietary spreadsheets will be used in this webinar.
Register for free here.

Mad Hedge Investor Summit
2025-09-09 08:00 - 2025-09-11 17:00
Mad Hedge Traders and Investors Summit
September 9 – 11, 2025
– – – –
Alan’s Event: Tuesday September 9, 2025
11 AM ET – 12 PM ET
TOPIC: How to Craft Your Option Portfolios
Register here for free.

BCI Educational Webinar Series #8
2025-09-18 20:00 - 21:30 | Online
Register now!
Topic:
Credit Spreads for Bull & Bear Markets
Introducing Our Latest Products, Creating New Investment Opportunities

This webinar is your introduction and guide to understanding, implementing, and conservatively managing credit spreads, building upon your existing knowledge of CCs and CSPs. We’ll show you how credit spreads offer a powerful way to generate consistent income with risks you can clearly define before you even enter these low-cash requirement trades.
Plus
Introducing the BCI Credit Spread Calculator (CSC) & Credit Spread E-Book. The book offers a detailed analysis of the credit spread strategy, start-to-finish and aligns with the new calculator (CSC).
The spreadsheet is a game-changer for constructing, calculating and managing credit spread trades. It has everything …including the following tabs:

Bull Put Spread Calculator
Bear Call Spread Calculator
Expected Price Movement Calculator
Credit Spread Profit & Loss Journal
Credit Spread Guidelines
BCI Conservative Credit Spread Trading Check List

***Many thanks to those premium members who beta-tested this product over the past 2 years and to Barry Bergman, BCI Managing Director, for developing this amazing world class product.

Register now!
Video Invitation:
I invite you to watch my video below highlighting what you can expect from this BCI premier event. Running 7:49, it offers a brief rundown of what awaits when you attend this live event, and may just change your perspective on how you can maximize profits even during fluctuating times in today’s market.

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Orlando Money Show
2025-10-16 08:00 - 2025-10-18 13:00
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, at 8:20 am – 8:40 am EDT
Title: Uncovering a Third Income Stream in Our Investment Portfolio
For details click here
EVENT 3: Workshop
Date: Friday, October 17, 2025, at 5:00 pm – 5:45 pm EDT
Title: Ultra Low-Risk Approaches to Covered Call Writing and Selling Cash-Secured Puts
For details click here.
For full MoneyShow Orlando conference details, and to register, click here.

Money Masters Symposium Sarasota
2025-12-01 - 2025-12-04
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.
For full MoneyShow Masters Symposium details, and to register, click here.

BCI Educational Webinar #9
2026-01-15 20:00 - 21:30
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 securities have also generated dividend income. This, too, has pleased you. However, there is a 3rd income stream that you can activate right now, leveraging these same stocks, using a strategy known as covered call writing.

This is a low-risk option selling strategy analogous to generating rental income with a real estate investment property. Yes, renting out your stocks for limited periods. We have 2 goals: generate a 3rd income stream + retain the underlying shares to avoid negative capital gains issues.

This presentation will analyze how to implement this form of covered call writing, known as Portfolio Overwriting, always with capital preservation in mind.

*** Special Bonus Segment: Barry Bergman. BCI Managing Director, will share a recent credit spread trade he executed using our new BCI Credit Spread Calculator.

After the presentation, the floor will be open for live Q&A on all topics related to covered call writing and selling cash-secured puts.

Register now!
Video Invitation:
I invite you to watch my video below highlighting what you can expect from this BCI premier event. Running 5:01, it offers a brief overview of what you can expect when you attend this live event, and may just change your perspective on how you can maximize profits even during these fluctuating times in today’s market.

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Long Island Stock Investors Meetup Group: Part I
2026-02-12 19:30 - 21:00
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

Las Vegas Money Show
2026-02-23 09:00 - 2026-02-25 17:00
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 strategy, but it was simply a collar. The covered call sets a ceiling on the trade and the protective put guarantees a floor on the trade.

What is the collar strategy?
Uses for the collar
Entering a collar trade
Option basics for calls
Option basics for puts
Real-life example with NVDA
What is an option-chain?
Real-life example using the BCI Trade Management Calculator (TMC)
Strategy pros & cons
Educational products & discount coupon
Q&A

Event #2: Workshop | Tues., February 24, 2026 at 1:45pm -2:23pm PST
Selling Cash-Secured Puts to Buy a Stock at a Discount or to Enter a Covered Call Trade – (2 outcomes & 4 applications)
Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash-flow. This presentation will detail how to craft the strategy to generate cash flow, buy a stock at a discounted price or to initiate a covered call trade. Topics included in the webinar include:

Option basics
The 3-required skills
4-practical applications

Traditional put-selling
PCP (Put-Call-Put or wheel) Strategy
Buy a stock at a discount instead of setting a limit order

Real-life examples along with rules, guidelines and calculations are included in this presentation.
Visit my Speaker’s Page for further details, as the date draws near.

Palm Beach Traders Club
2026-03-10 18:30 - 20:00
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.

Long Island Stock Investors Meetup Group: Part II
2026-03-12 19:30 - 21:00
Thursday March12, 2026
7:30 PM ET – 9:00 PM ET
Ultra-Low-Risk Approaches to Covered Call Writing & Selling Cash-Secured Puts

Hollywood Florida Money Show
2026-04-09 09:00 - 2026-04-11 12:00
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 are below:

DAY ONE
Master Class | Thursday, April 9, 2026 at 3:30pm -5:30pm EDT
Title: The Put-Call-Put (PCP) or Wheel Strategy – Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow
The Put-Call-Put (PCP) or Wheel Strategy
Using Both Covered Call Writing and Put-Selling to Generate Monthly Cash Flow
Selling stock options is a proven way to lower our cost-basis and beat the market on a consistent basis. Two such low-risk strategies are covered call writing and selling cash-secured puts. This presentation will detail how to incorporate both strategies into one multi-tiered option-selling strategy where we either generate cash-flow or buy a stock at a discount. I refer to this as the Put-Call-Put (PCP) Strategy, also referred to as the wheel strategy.
The basics and pros and cons of low-risk option-selling strategies will be discussed as well as an analysis of a real-life example and introduction into the BCI Trade Management Calculator (TMC). This seminar is appropriate for those who look to generate modest, but consistent, returns which will enable us to potentially beat the market on a consistent basis while focusing in on capital preservation.

DAY TWO
Workshop | Friday, April 10, 2026 at 11:40pm -12:25pm EDT
Title: Uncovering a 3rd Income Stream in Our Investment Portfolios Using Covered Call Writing – Increasing profits and avoiding tax issues by selling stock options
Uncovering a 3rd Income Stream in Our Investment Portfolios
Using Covered Call Writing
Increasing profits and avoiding tax issues by selling stock options
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 securities have also generated dividend income. This, too, has pleased you. However, there is a 3rd income stream that you can activate right now, leveraging these same stocks, using a strategy known as covered call writing.
This is a low-risk option selling strategy analogous to generating rental income with a real estate investment property. Yes, renting out your stocks for limited periods. We have 2 goals: generate a 3rd income stream + retain the underlying shares to avoid negative capital gains issues.
This presentation will analyze how to implement this form of covered call writing, known as Portfolio Overwriting, always with capital preservation in mind.

Visit my Speaker’s Page for further details.

Sarasota Investment Group: Portfolio Overwriting
2026-04-22 18:00 - 19:30
April 22, 2026
Portfolio Overwriting: A Form of Covered Call Writing
Details to follow.

BCI Educational Webinar #10
2026-05-14 20:00 - 22:00 | Live, Streaming online, NY, United States
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 such low-risk strategies are covered call writing and selling cash-secured puts. This presentation will detail how to incorporate both strategies into one multi-tiered option-selling strategy where we either generate cash-flow or buy stock at a discount. I refer to this as the Put-Call-Put (PCP) Strategy, also referred to as the wheel strategy.

The basics and pros and cons are discussed as well as a real-life example and introduction into the BCI Trade Management Calculator (TMC). This seminar is appropriate for those who look to generate modest, but repeatable, returns which will enable us to beat the market on a consistent basis while focusing on capital preservation.

Course Outline:

The 3 essential skillsets
Stock & ETF selection reports
Option basics: Cash-secured puts
Option basics: Covered call writing
Accessing the option chain
PCP Strategy: Graphic representation
The Trade Management Calculator (TMC)
Real-life PCP example with Intel Corp. (Nasdaq: INTC)
Graphic summary of the INTC PCP trades
Real-life credit spread trade (Barry)
Event discount offer
Q&A on all related strategy topics

Product discount coupons will be offered, and the floor will be opened to all questions related to these strategies.

*** Special Bonus Segment:
Barry Bergman. BCI Managing Director, will share a recent credit spread trade he executed using our new BCI Credit Spread Management System.

After the presentation, the floor will be open for live Q&A on all topics related to covered call writing and selling cash-secured puts.

Register now!
Video Invitation:
I invite you to watch my video below highlighting what you can expect from this BCI premier event. Running 3:53, it offers a brief overview of what you can expect when you attend this live event, and may just change your perspective on how you can maximize profits even during these periods of uncertainty and challenge in today’s market.

REGISTRATION DETAILS
This educational event is free to attend. Simply complete the form below and a confirmation email will be sent to the address provided immediately upon completion. Zoom Meeting ID, passcode, and direct link will be sent via email to those who register the afternoon of Wednesday, May 13, 2026, the day before our educational event goes live. We will resend the same details about two hours before the webinar commences at 8pm on Thursday, May 14, 2026.
Again, for those who register you will receive the following benefits:

Unique opportunity to ask questions during the Live Q&A that will immediately follow the presentation.
Unlimited access to a replay of the webinar (link sent via email shortly after the event has concluded).
Special Offer to be announced at the end of the educational event.

Mad Hedge Investor Summit
2026-06-03 12:00 - 13:00
Wednesday June 3, 2026
12 PM ET – 1 PM ET

Topic & registration link to follow.

American Association of Individual Investors: NYC Chapter
2026-06-10 18:00 - 20:00 | Your computer
Wednesday, June 10, 2026
6 PM – 8 PM via Zoom
Details to follow.

MoneyShow Masters Symposium
2026-07-20 11:00 - 2026-07-22 13:00
July 20 -22, 2026
Caesar’s Palace

Details to follow.

Toronto Money Show
2026-09-24 10:00 - 2026-09-25 13:00 | MaRS Center
September 24 – 25, 2026
MaRS Center, Toronto, Canada

Orlando Money Show
2026-10-05 12:00 - 2026-10-07 13:00
October 5 – 7, 2026
Details and registration link to follow.
