BANK YOURSELF™: THE CRYPTO EXIT STRATEGY
Profit & Protect: The Crypto Generational Exit
Service Description
It’s not about selling everything. It’s about knowing when, how, and why to move with purpose. If you’ve been holding crypto — even just a little — but haven’t planned what to do with it... you’re not alone. Most people either sell too soon, hold too long, or never exit because they’re unsure what comes next. This class fixes that. 👇 Here’s What You’ll Learn in This Live Zoom Workshop: 🧭 How to Build a Clear Exit Strategy We’ll walk you through step-by-step how to create your own crypto exit plan. You’ll learn when to take profits, how much to withdraw, and how to keep growing your wealth even after selling. 💰 The Top Exit Models Explained Simply No jargon. No guesswork. Just real strategies like: Percentage-based profit-taking DCA (dollar-cost averaging out) Moonbag method (keeping a little while securing your gains) Yield and reinvestment strategies (make your crypto work without selling it all) 🧊 Which Wallets and Platforms You Should Be Using We’ll help you understand the difference between: Hot wallets, cold wallets, and self-custody Centralized vs. decentralized platforms How to move and store your crypto safely What you need in place before you sell 🧾 How to Prepare for Taxes and Legacy Planning Whether you're cashing out soon or holding long term, you’ll learn how to: Plan around taxes the smart way Understand current U.S. rules (including the proposed 0% capital gains for U.S.-based crypto) Use IRAs, SEP accounts, or trusts to protect your gains for retirement or inheritance 🧩 Who This Class Is For You’ve been holding crypto, but don’t know when or how to exit You’re investing through your business or LLC and want a smarter wealth strategy You’re self-employed or side hustling and want to turn gains into something real You’re new to crypto, cautious, and don’t want to make a costly mistake You want clarity — not charts, hype, or over-complicated talk You don’t need to be tech-savvy. You don’t need a big portfolio. You just need a plan — one that’s designed for real people with real goals. 🧠 What You’ll Walk Away With ✔ A personalized crypto exit strategy ✔ A checklist of tools, wallets, and next steps ✔ Clarity on how to move your crypto to the right platforms ✔ Peace of mind knowing you're no longer guessing ✔ A better understanding of how to protect, grow, and pass down your wealth No fluff. No pressure. Just strategy that makes sense. You’ll walk in with questions. You’ll walk out with a plan.
Upcoming Sessions
Cancellation Policy
🔒 Booking & Attendance Policy Applies to All Live & Replay Classes via Zoom Thank you for enrolling in this transformative learning experience. To ensure clarity and consistency for everyone, please read the following terms before proceeding with your registration. 📌 All Sales Are Final By registering, you gain immediate access to live teaching, proprietary insights, and/or class resources. All purchases are non-refundable and non-transferable. No exceptions. 🕒 Zoom Access & Timing All classes are held live via Zoom. Entry details will be emailed shortly after registration. Please check your spam or promotions folder if the link is missing. Classes begin promptly at the listed start time. We recommend joining 5–10 minutes early to test your connection. Late arrivals may miss critical information, and refunds will not be issued for missed sessions. 🎥 Replay Access Replay access is class-dependent and will be clearly noted on the registration or post-class email. Some replays are accessible until December 31, 2025. Others may be available as forever downloadable files. Replay access is only granted to registered participants. Please do not share links or content without permission. Unauthorized sharing may lead to revocation of access. 👤 One Registration = One Seat Your registration is valid for a single viewer only. Do not share your Zoom link or downloadable materials. Violations may result in immediate removal from the class without refund. 🤝 Conduct Guidelines These classes are safe spaces for growth, focus, and education. To keep it that way: Please mute when not speaking Use the chat respectfully Avoid off-topic comments or side discussions Show up ready to learn, not to debate or distract ⚠️ Disclaimer All content is educational and provided for informational purposes only. It is not financial, legal, tax, or medical advice. You are solely responsible for how you apply what you learn. 📩 Questions or Technical Issues? Please use the marigold chatbot box on our website (www.ceodriveher.com) located in the bottom right corner for all support inquiries. That’s the fastest way to reach our team. By proceeding with your purchase, you agree to this policy in full. We’re honored to teach you and look forward to helping you level up with clarity, confidence, and actionable knowledge.
Contact Details
470-775-9168
kimberly@ceodriveher.shop