Build your investing foundation—from financial stability to long-term wealth creation.

Jumpstart January 2026: The Investment Lab is designed to help entrepreneurs move from reacting to markets to investing with clarity and confidence. Whether you’re brand new to investing or finally ready to move beyond ad-hoc decisions, this lab gives you the tools to become a disciplined, strategic investor. You’ll learn how to create a rock-solid financial base, design a smart portfolio tailored to entrepreneurial life, and make steady, stress-free progress toward your goals.

By the end, you’ll know how to invest consistently, avoid the most common founder pitfalls, and walk away with a clear, customized plan you can start using immediately.



Curriculum

  WEEK ONE: Build Your Financial Launchpad  

Entrepreneurs need a different investment playbook. With income fluctuations, higher risk exposure, and most net worth tied up in the business, financial stability and liquidity become essential. This session helps you establish a strong foundation before you invest: emergency funds, business runway, insurance, risk mapping, and the mindset of a disciplined long-term investor.

Key Takeaways:

  • Establish the essentials: emergency funds, business runway, insurance, and a clear risk map.
  • Adopt the mindset of a long-term, emotionally steady investor—and avoid common entrepreneurial biases.
  • Build a diversification and liquidity plan that balances your business risk with a stable investment foundation.


  WEEK TWO: Build Your Investment Portfolio  

Once your financial base is strong, it’s time to build a portfolio that grows with you. This session covers where entrepreneurs should invest—from brokerage accounts to retirement plans—along with essential strategies for long-term growth, medium-term goals, and automated investing. You’ll also explore alternative investments and how to use them responsibly.

Key Takeaways:

  • Know where entrepreneurs should invest—brokerage accounts, retirement plans, index funds, and ETFs.
  • Design a long- and medium-term investment strategy with clear asset allocation and automated contributions.
  • Understand when to use professionals and how to cautiously explore alternatives once your core is strong.


  WEEK THREE: Stay the Course  

Successful investors don’t react to headlines—they follow a plan. This session teaches you how to maintain your portfolio over time, rebalance appropriately, manage behavior, and create guardrails that keep you steady through market cycles and business uncertainty. You’ll also learn the basics of wealth preservation and legacy planning.

Key Takeaways:

  • Follow the behaviors that work: consistency, automation, periodic reviews—and avoid emotional decision-making.
  • Maintain your portfolio through rebalancing, annual check-ins, and clear withdrawal rules.
  • Build guardrails that protect you from fear, FOMO, and volatility while preserving wealth for the long term.



Schedule*

WEEK 1

Investment Lab – Session 1 (Live)
 Thursday, 22 January 2026 at 10:00 AM EST / 3:00 PM UTC (Convert to your time zone) 

Investment Lab – Session 1 (Live, Repeated)
 Thursday, 22 January 2026 at 8:00 PM EST / 1:00 AM UTC (23 January) (Convert to your time zone) 

WEEK 2

Investment Lab – Session 2 (Live)
 Thursday, 29 January 2026 at 10:00 AM EST / 3:00 PM UTC (Convert to your time zone) 

Investment Lab – Session 2 (Live, Repeated)
 Thursday, 29 January 2026 at 8:00 PM EST / 1:00 AM UTC (30 January) (Convert to your time zone) 

WEEK 3

Investment Lab – Session 3 (Live)
 Thursday, 5 February 2026 at 10:00 AM EST / 3:00 PM UTC (Convert to your time zone) 

Investment Lab – Session 3 (Live, Repeated)
 Thursday, 5 February 2026 at 8:00 PM EST / 1:00 AM UTC (6 February) (Convert to your time zone) 


 *At EO, we are committed to providing valuable content and engaging with participants from various time zones. We understand that scheduling live sessions can be challenging, considering the diversity of our attendees. Our goal is to strike a balance that allows us to reach as many participants as possible while considering speaker availability. 

ALL SESSIONS WILL BE RECORDED AND THE RECORDING WILL BE SHARED WITH REGISTRANTS WITHIN 48 HOURS POST-SESSION.