The Blue Collar Investor

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 (America/New_York)
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.

Triple Edge Investing Summit: Technical Analysis • Options Strategies • ETF Mastery
2026-05-12 08:00 - 17:00
Saturday January 23, 2027
Zoom presentation
Paid event
All-day event hosted by 3 experts:

Dr. Alan Ellman (options)
Dr. Eric Wish (technical analysis)
Les Masonson (ETFs)

Hosted by TraderLion University
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.

̶C̶L̶I̶C̶K̶ ̶H̶E̶R̶E̶ ̶T̶O̶ ̶R̶E̶G̶I̶S̶T̶E̶R̶ ̶
Registration Now Closed

Mad Hedge Investor Summit
2026-06-03 12:00 - 13:00
Wednesday June 3, 2026
12 PM ET – 1 PM ET
Covered Call Writing
Uncovering a 3rd Income Stream in Our Investment Portfolios
Increasing profits and avoiding tax issues using 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.
Topic & registration link.

American Association of Individual Investors: NYC Chapter
2026-06-10 18:00 - 20:00 | Your computer
Date & time to be determined
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.

TradeLion All-Day Webinar: 3 Speakers
2027-01-23 09:00 - 17:00
Dr. Alan Ellman
Dr. Eric Wish
Les Masonson

Each speaker will present for 1 hour in the morning and 1 hour in the afternoon, followed by a full-panel Q&A.
Saturday January 23, 2027
This will be a paid event, hosted by TraderLion.

Details to follow.
