From Real Traction to Deeper Work
The nine-session experience is designed to create traction.
It gives you time to explore multiple subjects, apply what you learn, and strengthen your research habits.
The 12-session experience builds on that progress by giving you more room to study complex topics across multiple conversations.
You can return to earlier ideas after conducting additional research. You can compare new information with what you previously believed. You can examine how different parts of investing connect rather than treating each subject as an isolated lesson.
This matters because the investment environment continues to change.
Companies release new financial results. Interest rates and inflation shift. Technologies develop. Regulations change. New information may strengthen or challenge an investment idea.
Twelve sessions give you the time to learn, apply, review, and refine your understanding throughout that process.
A Private Learning Experience Built Around Your Development
This is not a fixed course that requires every participant to follow the same curriculum.
A newer investor may use the program to build a strong foundation, understand account types, and gradually develop a more complete investment research process.
A business owner may explore tax-efficient investing, business retirement accounts, personal wealth beyond the business, and technologies that could affect the company’s industry.
Someone pursuing financial independence may focus on income-producing investments, taxation, account structures, risk, and the role investing can play in reducing dependence on wages.
An individual who is retired or approaching retirement may want to better understand annuities, investment income, account withdrawals, taxation, preservation, and the continued need for growth.
A more experienced investor may concentrate on artificial intelligence, crypto, digital assets, company research, market developments, disruptive technologies, or more advanced analysis methods.
Your 12 sessions may cover several areas or concentrate more deeply on selected subjects.
What You May Explore
Traditional Investments
Understand stocks, bonds, mutual funds, exchange-traded funds, and other established ways to participate in financial markets.
Explore how different investments may respond to changes in interest rates, inflation, economic growth, market cycles, and investor behavior.
Annuities and Income-Focused Investments
Learn how different types of annuities and income-producing investments work.
Explore their features, potential uses, costs, limitations, liquidity restrictions, and the role they may play for investors seeking income or principal protection features.
Individual Investment Accounts
Explore Traditional IRAs, Roth IRAs, taxable investment accounts, and other commonly used account types.
Learn how contribution rules, access restrictions, withdrawals, taxation, and required distributions may differ.
Business-Owner Investment Accounts
Learn about SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and other retirement account options available to business owners and self-employed individuals.
Explore how these accounts differ and why business owners should understand the options available for building personal wealth beyond the value of their company.
Tax-Efficient Investing
Understand how taxes can affect investment income, capital gains, withdrawals, distributions, and the accumulation of wealth.
Potential areas of discussion may include taxable, tax-deferred, and tax-free accounts, dividend and interest taxation, capital gains and losses, retirement-account taxation, annuities, business-owner considerations, and tax concepts related to crypto and digital assets.
Specific tax questions should be reviewed with a qualified CPA or tax professional.
Risk and Investment Decision-Making
Strengthen your understanding of risk, volatility, diversification, liquidity, fees, concentration, and investment time horizon.
Learn why an investment may be appropriate for one objective or time frame but less appropriate for another.
Markets and the Economy
Explore how inflation, interest rates, government policy, economic growth, market cycles, and investor psychology can affect different types of investments.
The goal is to help you better understand why markets move and how changing conditions may affect companies, industries, and investment categories.
Investment Research
Learn how to evaluate companies, funds, industries, technologies, digital assets, and investment ideas using credible information and a disciplined research process.
Develop stronger questions, compare sources, review business fundamentals, identify important risks, and distinguish evidence-based research from speculation.
Technical analysis may also be discussed when it helps explain market behavior, momentum, price trends, or trading activity.
Artificial Intelligence
Explore how artificial intelligence is changing business models, productivity, decision-making, and the competitive position of companies across industries.
Learn how to use AI tools to research companies, compare information, analyze investment themes, test assumptions, organize findings, and strengthen your independent judgment.
You will also learn why AI-generated information should be verified rather than accepted automatically.
Crypto, Digital Assets, Blockchain, and Tokenization
Understand how crypto and digital assets are connected to blockchain technology.
Explore how these technologies are creating new ways to transfer value, record ownership, build financial products, and represent real-world assets digitally through tokenization.
You may also study network design, adoption trends, regulation, custody, market risks, business models, and the differences between the technology and the assets built on it.
Emerging Innovations
Explore biotechnology, robotics, quantum computing, cybersecurity, energy innovation, and other developing technologies that may influence industries and future economic growth.
The focus is not only on what may become possible. It is also on adoption, business application, competition, risk, and the evidence needed to evaluate an investment theme responsibly.
Investment Thesis Development
Learn how to organize your research and document why an investment idea may be attractive.
Identify the central opportunity, supporting evidence, assumptions, major risks, and developments that could strengthen or weaken your conclusion.
The 12-session structure gives you enough time to build, test, review, and refine multiple investment theses.
Why Choose Twelve Sessions?
The 12-session program is designed for learners who want more than momentum.
It is for those who want enough time to connect ideas, revisit conclusions, and develop a more complete process for evaluating investments and opportunities.
The additional depth allows you to:
- Study complex topics without compressing them into a single conversation
- Apply new concepts and return to review how your understanding has changed
- Connect account structures, taxation, markets, risk, and investment research more effectively
- Build, test, and refine multiple investment theses
- Revisit companies, technologies, and investment themes as new developments occur
- Strengthen your use of AI for research, comparison, and analysis
- Compare traditional investments with newer and less familiar opportunities
- Examine how economic conditions affect different investments
- Identify patterns across companies, industries, technologies, and markets
- Develop a more complete and repeatable process for evaluating opportunities and risks
The value of 12 sessions is not simply three additional meetings.
It is the ability to complete a fuller cycle of learning, application, review, and refinement.
What You Can Gain From the Experience
By the end of your 12 sessions, you may have:
- A stronger understanding of traditional and emerging investments
- Greater familiarity with individual and business-owner account options
- A broader understanding of taxation concepts that affect investing and wealth building
- Improved ability to evaluate companies, funds, technologies, commodities, and digital assets
- Greater confidence using business fundamentals and technical analysis as research tools
- A more disciplined research and decision-making process
- Stronger questions for evaluating opportunities and risks
- Greater confidence using AI for investment research and analysis
- Multiple documented investment theses
- A clearer framework for continuing your education independently
- A better understanding of how separate financial and investment concepts connect
The specific outcomes will depend on your starting point, areas of interest, and how you choose to use the sessions.
Who This Experience Is Designed For
New Investors
Build a stronger foundation without rushing through important concepts.
Develop the knowledge and research habits needed to evaluate investments more independently.
Experienced Investors
Deepen your understanding of emerging technologies, changing markets, tax-efficient investing, company research, and advanced analysis methods.
Use the sessions to strengthen areas that may complement your current investment knowledge and strategy.
Business Owners and Entrepreneurs
Learn about business retirement accounts, diversification, tax-efficient investing, and ways to build personal wealth beyond the value of the business.
You may also explore technologies, economic developments, and market changes that could affect your industry.
Individuals Pursuing Financial Independence
Strengthen your understanding of investments, income-producing assets, account structures, taxation, and risk.
The broader objective is to reduce dependence on wages so that work can become a choice rather than a financial necessity.
Retirees and Those Approaching Retirement
Better understand annuities, income-producing investments, retirement accounts, taxation, withdrawal considerations, preservation, and the role of continued growth.
Learners Studying Disruptive Innovation
Explore artificial intelligence, crypto, blockchain, biotechnology, robotics, quantum computing, and other emerging technologies with greater depth and context.
The Legacy Visions Innovation Investing Toolkit
Every 12-session client receives the Legacy Visions Innovation Investing Toolkit.
AI Research Prompt Guides
Use structured prompts to research companies, technologies, economic developments, digital assets, and investment themes more effectively.
The guides are designed to help you ask stronger questions, compare information, challenge assumptions, and avoid treating AI-generated output as unquestioned fact.
Investment Thesis Framework
Document your central idea, supporting evidence, assumptions, potential opportunity, major risks, and conditions that could change your conclusion.
The 12-session structure gives you repeated opportunities to build, review, and refine several investment theses as your research develops.
Curated Research and Educational Resources
Access tools, publications, data platforms, and educational resources that can help you stay informed about markets, economics, digital assets, and disruptive innovation.
These resources are designed to support your continued learning between sessions and after the program is complete.
Complimentary Live Crypto Education Access
Your enrollment includes complimentary access to the Legacy Visions Digital Assets live crypto education classes during your active 12-month engagement.
Foundations Class
The Foundations class explains crypto, blockchain, digital assets, and related financial technologies in clear, accessible language.
Masterclass
The Masterclass provides a deeper examination of technologies, projects, regulation, adoption, market developments, and investment research.
You may attend either class whenever the topic is relevant to your interests.
Meet Your Instructor
Lawrence G. Hodges III is the Founder and CEO of Legacy Visions Wealth Management and Legacy Visions Digital Assets, as well as the Founder of Legacy Visions Wealth Academy. He is a financial strategist, wealth educator, and crypto education instructor with more than 17 years of experience across banking, financial advising, and client education.
He holds a bachelor’s degree in Financial Services with a minor in Business Law from the University of Toledo. He has passed the Series 7 and Series 66 examinations and maintains active Life, Health, and Variable Annuity insurance licenses. His professional development also includes completion of the Wealth Management Certified Professional® program through The American College of Financial Services and the Certified Blockchain and Digital Assets program through the Digital Assets Council of Financial Professionals.
His career began with Edward Jones in 2008. He later relocated to Houston and joined JPMorgan Chase as a Private Client Advisor, where he managed client portfolios and guided individuals and families through goals-based financial planning.
In 2021, he launched Legacy Visions Wealth Management as a full-service independent firm. By 2025, he had evolved the practice into a wealth education and strategy platform. This transition allowed him to focus more fully on teaching the investment concepts, financial systems, and emerging technologies that are reshaping how wealth is understood and built.
His background in computer science and engineering technology, combined with his personal experience investing in crypto since 2020 and his completed professional education in blockchain, digital assets, and wealth management, gives him a distinctive perspective. He teaches artificial intelligence, crypto, blockchain, and digital assets through the broader connection between money, technology, networks, ownership, and economic change.
Lawrence currently serves as an instructor with Dr. Boyce Watkins’ Black Business School through the Black Crypto Investing Club. He is also a member of Alpha Phi Alpha Fraternity, Inc.
His sessions are designed for learners who want more than surface-level information. They provide context, clarity, and a stronger framework for understanding how money, investing, technology, and opportunity are changing.
Frequently Asked Questions
What makes the 12-session program different from the nine-session program?
The nine-session program creates real traction by giving you time to explore several topics, apply what you learn, and strengthen your research habits.
The 12-session program provides greater depth and continuity. You have more time to study complex subjects across multiple conversations, connect related concepts, revisit earlier conclusions, and complete a fuller cycle of learning, application, review, and refinement.
Do I need prior investment knowledge?
No.
A newer investor can begin with foundational concepts. An experienced investor can move directly into deeper research, company analysis, emerging technologies, market developments, or specialized investment topics.
The sessions begin with what you already know and build from there.
Do I have to follow a set curriculum?
No.
Your sessions are shaped around your current knowledge, questions, interests, and learning priorities.
You may explore several areas or concentrate more deeply on selected subjects. The direction may also evolve as your understanding develops and new questions arise.
Can I schedule the sessions at my own pace?
Yes.
You may schedule your sessions at the pace that best supports your learning, subject to availability and the 12-month completion period.
Some clients prefer more time between meetings to conduct research and apply what they learn. Others choose to meet more frequently and move through the program at a faster pace.
Is this relevant for business owners and entrepreneurs?
Yes.
Business owners may explore SEP IRAs, SIMPLE IRAs, Solo 401(k)s, other retirement account options, tax-efficient investing, diversification, and ways to build personal wealth beyond the value of the business.
The sessions may also explore technologies, economic developments, and market trends that could affect the owner’s industry or long-term business strategy.
Is this only for people preparing for retirement?
No.
Retirement may be one objective, but it is not the only objective.
The program may also support individuals pursuing financial independence, business owners building wealth beyond their company, experienced investors expanding their knowledge, and retirees who want to better understand how their investments can continue supporting their desired quality of life.
Will we discuss taxes?
Yes.
Taxation is an important part of understanding investments, retirement accounts, business-owner strategies, income, capital gains, distributions, and wealth-building decisions.
Your sessions may include education on investment income, capital gains and losses, dividends, interest, retirement-account taxation, annuities, business-owner considerations, crypto taxation concepts, and other topics that can affect how wealth is accumulated, preserved, and accessed.
These discussions are intended to help you understand the concepts, terminology, and questions that may be relevant to your decisions.
Specific questions about how tax rules apply to your personal circumstances should be discussed with a qualified CPA or tax professional.
Will Lawrence tell me which investments to buy?
No personalized investment recommendations are provided.
However, specific companies, stocks, funds, crypto assets, commodities, technologies, and other investments may be discussed in detail.
The discussion may include business fundamentals, industry developments, adoption trends, risks, valuation considerations, and technical analysis when appropriate.
You may ask questions about any investment or opportunity you want to understand more clearly. Lawrence may also share examples from his own research, investing experience, and portfolio decisions when they help explain how an experienced financial professional evaluates an opportunity.
You will not be told whether you personally should buy, sell, or hold a particular asset. That decision remains yours.
You will receive research tools, frameworks, and questions that can help you evaluate opportunities more independently and understand how an experienced financial professional may approach the decision-making process.
How is wealth education different from financial coaching?
Wealth education focuses on investing.
It may include investment products, account types, taxation, market behavior, research methods, annuities, business-owner accounts, digital assets, and emerging technologies.
Financial coaching focuses more broadly on your personal financial life. It may include budgeting, debt, financial habits, goal setting, financial organization, and accountability.
How is wealth education different from working with a financial advisor?
A financial advisor typically helps manage or recommend investments based on your financial situation, goals, time horizon, and tolerance for risk.
Wealth education is designed to help you understand investing for yourself.
The sessions may cover how different investments work, how companies and technologies are evaluated, how markets and economic conditions affect opportunities, how account types and taxation influence outcomes, and how experienced professionals approach research and decision-making.
Specific stocks, funds, crypto assets, commodities, companies, or technologies may be discussed as part of the educational process. You may also learn how to review business fundamentals, assess risks, use technical analysis when appropriate, and build an investment thesis.
The difference is that you are not being given a personalized recommendation to buy, sell, or hold a particular investment. Instead, you are building the knowledge, research skills, and judgment needed to ask better questions and make more informed decisions independently.
Wealth education can complement a relationship with a financial advisor. It can help you better understand what you own, evaluate the reasoning behind recommendations, and participate more confidently in conversations about your financial future.
Will I learn how to use artificial intelligence for investment research?
Yes.
You may learn how to use AI tools to research companies, compare sources, analyze investment themes, organize information, test assumptions, and improve the quality of your questions.
You will also learn why AI-generated information should be verified rather than accepted automatically.
Does the program include live crypto education?
Yes.
During your active wealth education engagement, you receive complimentary access to the Legacy Visions Digital Assets Foundations and Masterclass live classes.
The Foundations class explains crypto, blockchain, digital assets, and related financial technologies in clear, accessible language. The Masterclass provides a deeper examination of technologies, projects, regulation, institutional adoption, market developments, and investment research.
Complimentary access applies to the live classes only. It does not include the full LVDA member experience, which provides access to:
- The complete class recording library
- Presentation slides
- Research materials
- Educational guides and supporting resources
- Additional class deliverables
- Ongoing member access to the full LVDA learning environment
Wealth education clients may upgrade to full LVDA access at a reduced bundle rate during their active engagement.
How do I schedule my sessions?
After purchasing, you will receive a link to schedule your first session virtually.
After the initial meeting, you will receive access to the paid-client scheduling page for future sessions.
Later sessions may be conducted virtually or, when availability permits, in person at The Ion in Houston, another mutually agreed location, or through a home visit when the estimated one-way drive time is approximately 30 minutes or less.
How long do I have to use my sessions?
Your 12 sessions must be completed within 12 months of purchase.
Any unused sessions and related Academy access will expire when the 12-month period ends.
What happens if I complete all 12 sessions and want to continue?
You may purchase additional sessions at the same per-session rate as your original 12-session engagement.
This allows you to continue your learning without losing the pricing benefit associated with your original program.
Additional sessions may be used to explore new subjects, continue following companies or technologies, revisit earlier conclusions, or deepen your investment research process.
What is the refund policy?
Sessions are nonrefundable after purchase.
Prospective clients who have questions before enrolling may schedule a complimentary consultation to determine whether the program is a good fit.