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Rule #1 Investing

Virtual Investing Workshop

Learn How to Evaluate Businesses and Make Confident Investing Decisions — Without Guessing

A live, 3-day virtual investing workshop taught by Rule #1 Investing

Built on Phil Town’s proven Four Ms framework – No Experience Required

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If you’ve ever thought:

  • “I don’t really know what I’m doing with my investments…”
  • “I’m tired of relying on advisors or headlines I don’t fully understand”
  • “I don’t want to gamble — but doing nothing feels risky too”

You’re not alone. And you’re exactly who this workshop was built for.

The Real Problem Isn’t the Market

It’s Not Having a Clear Decision Framework
Most people invest on autopilot.

They

  • Follow investing tips they don’t understand
  • Rely on financial advisors they can’t fully evaluate
  • Ride volatility without a plan
  • Hope their retirement works out “eventually”

What’s missing isn’t intelligence or effort. It’s a repeatable way to decide:

  • What makes a business worth owning
  • What price is attractive — and what isn’t
  • When to act… and when to walk away

That’s what this workshop teaches.

You deserve so much more!

Be confident managing your OWN money.
Stand up for your family’s wealth.

Introducing the Rule #1 Virtual Investing Workshop

A live, hands-on, 3-day virtual workshop where you’ll learn how to evaluate businesses using a clear, disciplined framework — so investing stops feeling like guessing.

This is not a lecture series.
This is not theory-only education.

You’ll be guided step by step by trained Rule #1 coaches as you practice applying the framework in real time.

Real People. Real
Results.

“I feel so incredibly inspired from this workshop — it gets me so excited to start this journey. One of my best decisions, and life-changing!”

Ashley

“Is there any workshop like this anywhere? I don’t think so. You’re taught financial information that will change your life — and somehow it never feels overwhelming.”

Holly

“Amazing content, great instructors. I can’t believe you held my attention — I wanted to make sure I wasn’t late and didn’t miss anything!”

Jennifer

“I went from utterly confused on Day One, to curious on Day Two, to fully fired up on Day Three. My first exposure to investing ever!”

Santiago

“The breakout rooms were extremely helpful for putting the lessons into practice. The coaches were knowledgeable and very patient in answering all my questions.”

Vanathi

“I’ve been to many investing seminars — there’s nothing like this. It breaks down complex techniques into actionable game plans. I give it an 11!”

Joe

“I brought my fiancée, who studied art and does NOT like math. She came to support me — but by the end she understood it and was excited to invest with me!”

Christian

“Going deep on a company really honed my skills. I loved having a coach all weekend who got to know me and answered my questions. Ken from Alaska was awesome!”

Christine

“I always thought options trading was blind gambling, but the ROP PUTS are so awesome I’m feeling like Socrates with a Eureka moment!”

Sagar

The Core Idea You’ll Learn

Buy a wonderful business at an attractive price. This principle comes from value investing — but Rule #1 makes it practical and learnable through the Four Ms Framework:

Meaning

Meaning

Is this a business you understand and believe in?

Moat

Moat

Does it have a durable competitive advantage?

Management

Management

Are the leaders capable and aligned with owners?

Margin of Safety

Margin of Safety

Is the price attractive enough to reduce risk?

Your 3-Day Stock Investing Workshop Journey

DAY
01

Reset your investing mindset. Discover the qualities of great companies and the core principles of Rule 1 value investing.

12:00 PM – 9:00 PM ET

DAY
02

Dive into hands-on practice. Evaluate a company of your choice with direct support from Rule 1 coaches in small groups.

10:30 AM – 9:00 PM ET

DAY
03

Learn introductory options strategies for generating cash. Build your personalized watchlist of Rule 1-approved companies.

10:30 AM – 7:30 PM ET

Upcoming Workshop Dates

July 17 - 19 · August 21 - 23

Ready to Stop Guessing?

  • If you want a clear, disciplined way to evaluate businesses
  • If you want to feel confident in your investing decisions
  • If you want to understand why you’re investing — not just hope it works out

Then the Rule #1 Virtual Investing Workshop is the next logical step.

What You’ll Be Able to Do After the Workshop

By the end of the 3 days, you’ll be able to say:

“I know how to tell whether a business is truly wonderful.”

“I know how to decide whether a price is attractive — not based on emotion or hype.”

“I have a framework I can use repeatedly, not a one-off tip.”

This is about confidence through understanding, not predictions.

Who This Workshop Is For

This workshop is designed for:

  • Beginners and aspiring DIY investors who want clarity
  • People who feel behind and want a trustworthy framework
  • Investors in their 50s or 60s doing a serious retirement reality-check
  • Anyone who wants to understand their decisions instead of outsourcing them blindly

This Workshop Is Not For:

  • People looking for shortcuts
  • Anyone expecting done-for-you investing
  • Traders chasing predictions, hype, or quick wins

Rule #1 is about discipline and education, not promises. If you are looking for a calm, structured way to learn investing and make decisions you understand, this workshop is designed to support you. If you are hoping for shortcuts or excitement, it may not be the best match.

What’s Included in the 3-Day
Virtual Investing Workshop

  • Hands-on investing education
  • Live coaching sessions in small groups to practice and ask questions
  • Strategies to identify “antifragile” companies for every market condition
  • BONUS: Access to the exact same Toolbox software I use to value the companies
  • BONUS: 10 Rule #1 approved companies you can review to put on your watchlist.

Because doing nothing has a cost.

Why Learn This Now?

Without a clear framework:

  • Decisions get delayed
  • Confidence erodes
  • Stress builds
  • Progress toward long-term goals slows

One bad stretch — or years of mediocrity — can push financial timelines out far longer than most people expect.

This transformational workshop gives you a way forward that’s based on process, not hope.

About Rule #1 Investing

Rule #1 Investing was founded to help everyday investors learn how to think like business owners — not speculators.

2+ million

people engaged with Rule #1 education

25,000+

workshop attendees across 56 countries

Education first

Focused on education, discipline, and long-term decision-making

The Rule #1 Investing Difference — and Why It Matters

Most investing education focuses on what the market might do next. Rule #1 investing takes a different approach, one built on patience and selectivity.

This investing seminar is designed to help you avoid the most common investing mistakes, which often come from reacting too quickly. Instead of feeling pressure to always be in the market, you’ll learn how to step back, evaluate opportunities carefully, and act only when the conditions make sense.

You’ll also learn how discipline helps reduce the emotional side of investing. Market ups and downs can create uncertainty, but Rule #1 focuses on clear decision rules that support consistency, even during volatile periods.

When your decisions are guided by a process rather than pressure, you’re better equipped to stay calm, think clearly, and invest with intention over the long term.

About Phil Town

Phil Town

“If I can do it with just $1,000, then so can everyone else.”

For over 20 years he’s taught everyday investors how to buy wonderful businesses at attractive prices — turning Warren Buffett’s principles into a repeatable system that anyone can learn to use with confidence.

  • 3× New York Times bestselling author (Rule #1, Payback Time, Invested)
  • Hedge fund manager, InvestED podcast host
  • 20+ years teaching investors across 56 countries
Learn more about Phil

Important Notes

  • This workshop is educational in nature
  • No guarantees or income claims are made
  • Investing involves risk, including potential loss of capital
  • The goal is better decision-making — not prediction

Frequently Asked Questions

How much time do I need to commit on this investing workshop?
Expect to spend about 8-10 hours daily in our live virtual classroom during this 3-day event. The workshop is fully contained—once the daily session ends, your time is your own. There is no additional market-watching or studying required outside of class hours.
Is this an in-person event or a virtual workshop?
This is a live virtual workshop. You attend online, which allows you to participate from anywhere without travel.
Do I need investing experience to attend?
No prior investing or finance experience is required. The workshop is designed to start at the fundamentals and build understanding step by step. Everything is explained clearly, without assuming background knowledge. We also provide 20 tutorial videos to all the registrants so you can prepare for the workshop and introduce terminology ahead of the event.
Is investing risky?
The workshop itself is educational. You are not required to invest or take action during the workshop. Rule #1 investing begins with learning how to understand risk and avoid unnecessary losses before putting money to work. We also utilize a paper-trading platform so you get to understand the mechanics without any of the real-world risk.
Will you tell me what stocks to buy?
No. This workshop does not provide stock tips, recommendations, or predictions. The goal is to teach you how to evaluate businesses, so you can make your own informed decisions.
What happens after the Rule #1 investing workshop?
After the workshop, you leave with a clear framework you can immediately put into practice around your investing decisions. What you do next with this knowledge depends on your personal investing goals. Some people continue learning and practicing over time, while others simply use the principles as a foundation for better decision-making.

Start Your Investing Journey Today