As seen in: 10 Most Value-Packed Courses

Take back control of your personal finances with...

LIVE ONLINE: The Expat Planning, Saving
& Investing Weekend Workshop
Saturday 4 & Sunday* 5 November 2023
10am-5.30pm (with a break for lunch) UAE, 9am GCC, 6am UK (GMT), 2pm Sing/HK

We welcome beginners and people at all stages of their financial journey. Join us for a friendly, well-paced, entertaining & interactive workshop - ask all your questions and meet fellow expats online. We'll go through the basics, the essentials and all the practical tips you need to manage your money with confidence.

PLUS you get access to the full content afterwards, with extra info, tools and workbooks so you can revisit topics and stay up to date.

Learn directly from people who know what it's like to live, work & save as an expat. We don't run live online workshops very often, so don't miss this opportunity!

UPDATE: pay in 3 monthly instalments if you are having real cashflow issues - lots of people are struggling at the moment. Get the knowledge and support you need to turn your financial life around, all in one weekend.
Message us (email address on next page) to arrange the instalment plan at no extra cost.

* If you have to work on Sundays, message us - if enough people are interested we will run another Day 2 session the Saturday after (11 Nov).

Steve Cronin

I have been lucky to help tens of thousands of expats across the world save & invest by themselves on their way to financial independence.

"I don't want to manage your money.
I want you to manage your money!"

My workshops are always fun, friendly, informative & practical.
I like to keep things simple and show that anyone can invest. Even you!

As seen in:

Every attendee I've spoke to has loved Steve's workshop.
He's making a difference.

Andrew Hallam, author of Millionaire Expat
Day 1
Plan Your Future +
Save with Confidence
Crunch all your numbers and use our fantastic planning tool to set accurate goals for your future. Fix your mindset, control your debt, optimise your spending, understand insurance and find out how to think about money.
Day 2
Expat Investing:
The What & The How
Get practical tips and short-cuts for all the investing details that would otherwise trip you up: pick the right mix of funds, avoid horrific taxes, find the best broker, transfer your money cheaply, do a trade and more!
The most transformational and life-changing workshop I have ever attended. Steve's knowledge and comprehensive content, delivered with genuine consideration, makes this the best twelve hours of personal development I have ever spent.
I recommend this programme to everyone. Plus it's the perfect gift for a loved one who wants to do the right thing with their finances but doesn't know how.

The Expat Saving & Investment workshop is the roadmap needed in a world where access to clear and direct information on how to achieve Financial Independence is simply not available. The impact of this movement will benefit many families for generations to come. Kelly & Samir, UAE
Now you know what is possible,
make it happen for you
Too many people know about Financial Independence but don't do anything about it. You know what needs to be done. Let us help you turn the theory into reality.

Planning, Saving & Investing are all simple. But for expats the devil is in the details. Do fund managers want to help you directly? No. Do banks want you to transfer your money cheaply? No. There are thousands of funds out there and... what if you move back home? Where can you even keep your cash safely? What about inflation?

Either you will spend months researching and getting paralysed, or you will rush in and fall at the first hurdle.

We have helped tems of thousands of expats and so we know where people get stuck. The Expat Saving & Investing Weekend Workshop is designed to help you blast through every single issue. Learn what really works in a friendly, fun and supportive environment.

By the end of the Workshop you will know what your finances actually look like now, what your goals are, exactly how long it will take you to reach Financial Independence*, how you are going to get there, what to invest in and how to buy the funds you need! You will be confident and in control of your financial destiny for the first time. There's no better feeling.

*If it's 70 years then you know to make some changes to your lifestyle! And if it's -2 years then congratulations, you can quit your job right now!

What to Expect

This workshop is live in a comfortable and supportive setting. You can ask questions throughout, meet like-minded people wanting to improve their finances and get one-on-one support when you need it. 
We provide time to share ideas, goal-setting tools for crunching your numbers, plus training videos on broker account setup and trading, surveys and quizzes to create an engaging and interactive learning experience.
Day 1: 101
Plan Your Future +
Invest with Confidence
  • ​Get clear on your intention for your future self and your money
  • ​Plan out how you will reach Financial Independence​
  • ​Remove your bad money habits and explore the biases that stop us from investing effectively
  • ​Build your confidence around taking back control of your finances
  • ​Review all your finances to assess your current situation
  • ​Learn the key numbers to track and how to improve them rapidly​
  • ​Plan your ideal retirement location and living expenses
  • ​Determine how much cash you actually need to get through difficult times, and where to put it
  • ​Find out why you need a credit card and how to manage it​​
  • ​​Learn how to manage your debt and when to pay it off... or not
  • ​Find out how much you really can invest now and every month (it's probably more than you think!)
  • ​​​Calculate your target portfolio size for retirement and how long it will actually take you to reach it (including inflation!)​
  • ​Discover the most efficient ways to reach your target for Financial Independence faster than you ever thought possible
  • ​​Find out the common mistakes you must avoid, so you don't get derailed along the way​
  • ​Understand how to get stable income from your investments even during market crashes, so you never run out of money​
  • ​​Learn how to maximise your income creatively and minimise your expenses sustainably​
  • ​Di​scover the framework for making financial and life decisions without stress, emotion and arguments
  • ​Understand the different types of insurance, how much you need and what to avoid (whole life, don't do it!)
Day 2
Investing Practicalities:
The What & The How
  • ​​Discover what sensible assets can be in your retirement portfolio and how to invest in 'fun stuff' if you really have to
  • ​​Understand the essentials of sensible long-term, low-cost stock index investing and ways to reduce the risks so it isn't 'gambling'
  • ​Understand stocks and stock indexes, and why they are so useful for long-term investing
  • ​Learn about mutual funds and exchange-traded funds (ETFs)
  • ​Discover why passive index investing beats active investing and is cheaper too!
  • Find out how sustainable investing works and which funds to buy if you want that
  • Learn how bonds and bond funds work, and why they are so important
  • Determine what you should do with your fund dividends at different stages of your life
  • Assess which currency to invest in for your stock funds and bond funds, based on your current and future circumstances
  • ​Encounter the big risks of investing in the wrong ETF and how to completely avoid them
  • ​​​Practice screening the many thousands of ETFs out there to find exactly the one you need
  • ​Build your two-fund (yes just two!) portfolio, which is really all you will ever need
  • ​Discover how to allocate your money between stocks and bonds, and how that changes over time
  • ​​​Learn how and how often to rebalance your portfolio, now and in retirement
  • ​Review the two types of funds for your children, what to invest in and where to put the money (not in a savings plan!)
  • Find out what to do with a lump sum investment so it isn't so scary to throw it in the market​
  • ​Understand the kinds of taxes expats are and are not exposed to
  • ​​Review what you must consider when moving country and how to avoid any unnecessary taxes
  • Discover the process for investing as an expat and how to set it up end-to-end to minimise fees and maximise safe efficiency
  • ​​Find out the role of the brokerage, which ones accept expats and decide which one is best for you
  • ​​Learn how to fill in the broker's application so you get accepted with the right kind of account
  • Find you way around the broker platform and step-by-step how to make your first trades
  • ​Learn how overseas transfers actually work and where you can end up losing money
  • Discover how to transfer your money to your brokerage quickly and cheaply, in a way your broker will accept
  • ​Decide whether to invest monthly or less often and why
  • Find out in what ways you are protected (or not) if one of the providers in your investing process collapses

2-day workshop

Access to both days of Expat Planning, Saving & Investing  Weekend Workshop (recommended) on Saturday AND Sunday

- Lifetime access to online course with same content

- Bonus live investing demo so you can invest with confidence        

$497  $547

1-day workshop

- Access to one day of Expat Planning, Saving & Investing Weekend Workshop on Saturday OR Sunday

- Lifetime access to online course with same content

- Bonus live investing demo if attending Day 2


How this workshop could make you an extra $500k!

Let's say you invest $2000 per month for 25 years. In a long-term savings plan or bank savings account, let's assume 3% growth (which is sadly unlikely): you will have turned your $600k into $894k. After the workshop, you aim to invest at 7% growth and keep fees down to 1%: you'll have $1.4 million - that's an extra 500k for a great retirement! And that's a 1000x return on your workshop cost :)

Hear from real expats
making real progress

Because of your workshop and how you have taught me, I have managed to invest $100,000 since April 2020! I am so happy and I can't believe it.
Honestly, you have changed my life (my mum is so thankful to you too).

Hazel, UK expat
Probably the most important workshop of my life.  I look forward to investing as soon as possible using what I've learnt.

Julian, South African expat
One of the best things I've ever done.
The workshop is awesome!

Alison, UK expat 

I liked the 360° approach... this training will help you to get on a path to financial freedom. Probably the best training any expat can get for money management and investing.

Andy, German expat
The level of detail was exactly where it needed to be. It gave me so much confidence that after procrastinating for years, I’ve now created a broker account ready to begin my real investment journey. This is a huge step for me as I work towards early retirement. 

Iki, Australian expat 

Everything covered is backed by data. The workshop is a safe environment to ask questions about your situation and get valuable pointers. I can't recommend it enough. 

Noura, Moroccan expat
Super informative yet not overwhelming, very educational yet very practical at the same time! An empowering experience that gave me the courage and knowledge to overcome hurdles and start investing. 
I really appreciate Steve's course design, because it's digestible and concise, as well as his warm and friendly delivery style.

Sarah, Lebanese expat 

2023 - now is the time to get on top of your finances!

The past couple of years have been rough on everybody. You may be waiting to sort out your finances until you have a (better) job, have time to go through your expenses, have got out of debt or saved up some cash. Don't wait. It's important to get a grip on your current situation so things don't get worse and it's important to plan for your future, ready for when things get better.

We don't run this workshop live very often, so don't miss it! We'll give you everything you need to start saving and investing properly for your future, by yourself.

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