12-Session Wealth Education + Full Crypto Education Bundle
Deeper Wealth Education. Complete Crypto Access. One Connected Learning Experience.
Combine 12 private, one-on-one wealth education sessions with 12 months of full Legacy Visions Digital Assets access.
This bundle is designed for students who want more than introductory explanations or occasional live classes. It provides the time, continuity, resources, and direct access needed to study important subjects more deeply, apply what you learn, and strengthen your understanding throughout the year.
Your private sessions can connect investing, markets, account structures, taxation, economic conditions, artificial intelligence, crypto, blockchain, and disruptive innovation within one broader learning experience.
Full Legacy Visions Digital Assets access extends that education beyond your private meetings through live classes, the complete recording library, presentation slides, research materials, educational guides, AI research and analysis resources, and the full member learning environment.
Explore the 12-Session Bundle
A More Complete Approach to Investment Education
Financial education is often fragmented.
One source may focus on traditional investments. Another explains the economy. A separate platform covers crypto. Artificial intelligence, taxation, account structures, tokenization, and emerging technologies are often treated as unrelated subjects.
This bundle brings those areas together.
Your 12 private wealth education sessions provide room to explore complex questions, review your research, revisit earlier conclusions, and develop a more disciplined approach to evaluating financial information.
The full crypto education experience gives you continued access to lessons and resources you can revisit between private sessions.
Together, these experiences allow you to:
- Learn a concept during a private session
- Review supporting lessons and materials independently
- Conduct additional research using structured resources
- Return with stronger questions
- Revisit earlier conclusions as markets and technologies evolve
- Build a more connected understanding of wealth and financial innovation
The objective is not simply to provide more information. It is to help you improve how you learn, research, evaluate, and reach well-supported conclusions.
Why the 12-Session Experience Goes Further
Nine sessions provide meaningful continuity.
Twelve sessions create more room for deeper study, repeated application, and stronger integration across multiple areas of investing and wealth education.
The additional time may allow you to:
- Study complex subjects without rushing
- Revisit investment ideas after new developments
- Connect taxation, account structures, markets, and research more effectively
- Explore traditional investments and disruptive technologies
- Build and refine multiple investment theses
- Review research completed between meetings
- Strengthen your use of artificial intelligence for research and analysis
- Follow companies, technologies, economic developments, and investment themes over time
The value is not limited to three additional meetings. It comes from having more opportunities to apply what you learn, test your reasoning, and refine your process throughout the year.
What Your Enrollment Includes
Twelve Private Wealth Education Sessions
- Twelve private, one-on-one sessions with Lawrence G. Hodges III
- Approximately 60 minutes per session
- Up to 12 months to complete the engagement
- A complimentary 15-minute preparation meeting before your first paid session
- Education shaped around your knowledge, interests, and priorities
- Flexibility to explore several subjects or concentrate deeply on selected areas
- Access to the Legacy Visions Innovation Investing Toolkit
Twelve Months of Full Legacy Visions Digital Assets Access
- Live Crypto Foundations classes
- Live Crypto Masterclass sessions
- The complete Foundations and Masterclass recording library
- Presentation slides
- Research materials
- Educational guides
- AI research and analysis resources
- Supporting class resources and deliverables
- Access to the complete member learning environment
Areas You May Explore
Your private sessions may include:
- Stocks, bonds, mutual funds, exchange-traded funds, commodities, annuities, and income-focused investments
- Traditional IRAs, Roth IRAs, taxable accounts, employer-sponsored plans, SEP IRAs, SIMPLE IRAs, and Solo 401(k)s
- Tax-efficient investing concepts
- Inflation, interest rates, market cycles, economic growth, and investor behavior
- Company, fund, industry, and investment research
- Artificial intelligence and AI-assisted research
- Crypto, blockchain, stablecoins, tokenization, wallets, custody, and decentralized applications
- Biotechnology, robotics, quantum computing, cybersecurity, and other disruptive technologies
- Fundamental and technical analysis
- Investment thesis development
- Independent research systems
The direction of the engagement will reflect your current knowledge, questions, interests, and educational priorities.
Full Crypto Education Beyond the Live Classes
Free live classes can help you stay current.
Full access gives you the structure and resources to continue learning when the class ends.
You can revisit earlier lessons, review presentation slides, study research materials, use educational guides, and return to complex subjects at your own pace.
The recording library is especially valuable when you cannot attend live, want to review a difficult topic, or need to revisit earlier lessons as markets and technologies change.
Full access turns the weekly classes into an ongoing learning environment rather than a series of isolated events.
Legacy Visions Innovation Investing Toolkit
Your private wealth education experience includes the Legacy Visions Innovation Investing Toolkit.
AI Research Prompt Guides
Use structured prompts to research companies, technologies, markets, economic developments, digital assets, and investment themes more effectively.
Investment Thesis Framework
Organize your central idea, supporting evidence, assumptions, potential opportunity, major risks, and the developments that could change your conclusion.
Curated Research and Educational Resources
Use selected tools and educational platforms to continue learning across investing, economics, crypto, and disruptive innovation.
Meet Your Instructor
Lawrence G. Hodges III brings more than 17 years of experience across banking, financial advising, investment education, and client engagement.
He began his financial-services career in 2008 and later served clients through Edward Jones, JPMorgan Chase, and his independent firm, Legacy Visions Wealth Management.
His educational background includes a Bachelor of Arts in Financial Services with a minor in Business Law, completion of the Wealth Management Certified Professional program, and specialized education in blockchain and digital assets.
Lawrence has invested in digital assets since 2020 and teaches crypto and blockchain education through Legacy Visions Digital Assets and the Black Crypto Investing Club within Dr. Boyce Watkins’ Black Business School.
His teaching approach combines financial-services experience, structured research, technology awareness, and clear explanations designed to help students understand complex subjects for themselves.
Your Two-Step Start
Step 1: Complimentary 15-Minute Preparation Meeting
Before your first paid session, you will schedule a brief preparation meeting.
This conversation helps clarify your primary learning priorities, current questions, and any information that may be useful before your first session.
The preparation meeting is not counted as one of your 12 wealth education sessions. Its purpose is to keep initial discovery and information gathering separate so that the full paid hour can focus on education and meaningful discussion.
Step 2: First One-Hour Virtual Wealth Education Session
Your first paid session will be conducted virtually and focused on the subjects, questions, and priorities identified during the preparation meeting.
Future sessions will be coordinated directly with Lawrence and may be conducted virtually or, when availability permits, in person.
This Bundle May Be Right for You If
- You want private education tailored to your questions and interests
- You want greater depth than a shorter engagement can provide
- You want to understand both traditional investments and crypto
- You want recordings and educational resources you can revisit
- You want to connect markets, taxation, account structures, and emerging technologies
- You want to use artificial intelligence more effectively for research
- You want enough continuity to return to earlier questions and conclusions
- You want a structured learning environment without personalized investment recommendations
- You want to become more thoughtful and independent in how you evaluate financial information
No prior level of investment or crypto knowledge is required.
Your Investment
12-Session Wealth Education + Full Crypto Education Bundle
Bundle price: $2,995
The 12-session wealth education program is valued at $2,795.
Full Legacy Visions Digital Assets access is valued at $997.
Total value: $3,792
Bundle price: $2,995
Total savings: $797
Klarna or Afterpay may be available at checkout, subject to provider approval and available terms.
Access and Renewal
This bundle includes 12 private wealth education sessions and 12 months of full Legacy Visions Digital Assets access.
The bundle is purchased through a one-time payment and does not automatically renew.
All 12 wealth education sessions must be completed within 12 months of purchase.
At the end of the included access period, you may continue the crypto education experience by enrolling separately in the Legacy Visions Digital Assets annual membership at the price available at that time.
What May Be Different After Twelve Sessions?
By the end of the engagement, you may have:
- A stronger understanding of traditional and emerging investments
- A more organized research process
- Better questions for evaluating opportunities and risks
- Greater ability to compare conflicting information
- A clearer understanding of how markets, economics, taxation, and account structures connect
- Greater familiarity with artificial intelligence as a research tool
- A more informed understanding of crypto, blockchain, and digital assets
The most lasting value may be the process you continue using after the final session.
Build a More Connected Understanding of Wealth and Crypto
This bundle is designed for students who do not want to treat traditional investing, financial innovation, and crypto as unrelated subjects.
You will have private time to explore your questions, full access to an expanding crypto education library, and research resources that can support your continued development between sessions.
The objective is not simply to know more. It is to improve how you learn, research, evaluate, and reach independent conclusions as markets and technologies continue to change.
Frequently Asked Questions
How is this bundle different from the standalone 12-session wealth education program?
The standalone 12-session program includes 12 private, one-on-one wealth education sessions and complimentary access to the live Crypto Foundations and Crypto Masterclass classes during your active engagement.
This bundle includes the same 12 private sessions plus 12 months of full Legacy Visions Digital Assets access.
Full access adds the complete class recording library, presentation slides, research materials, educational guides, AI research and analysis resources, supporting class materials, and the full member learning environment.
What does full Legacy Visions Digital Assets access include?
Full access includes:
- Live Crypto Foundations classes
- Live Crypto Masterclass sessions
- The complete Foundations and Masterclass recording library
- Presentation slides
- Research materials
- Educational guides
- AI research and analysis resources
- Supporting class resources and deliverables
- Access to the complete member learning environment
Do I need prior investment or crypto knowledge?
No.
The private sessions and crypto education are designed to meet you at your current level of understanding.
A newer student may begin with foundational concepts, terminology, account types, risk, markets, blockchain, wallets, custody, stablecoins, and crypto basics.
A more experienced student may focus on company research, valuation, regulation, tokenization, decentralized applications, institutional adoption, technical analysis, or emerging technologies.
Are the 12 private sessions only about crypto?
No.
The private sessions may cover a broad range of investing and wealth education topics, including:
- Stocks, bonds, mutual funds, and exchange-traded funds
- Commodities, annuities, and income-focused investments
- Traditional IRAs, Roth IRAs, taxable accounts, and employer-sponsored plans
- SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and other business-owner accounts
- Tax-efficient investing concepts
- Risk, diversification, liquidity, volatility, and investor behavior
- Inflation, interest rates, market cycles, and economic developments
- Company and investment research
- Artificial intelligence and AI-assisted research
- Crypto, blockchain, stablecoins, tokenization, wallets, and custody
- Fundamental and technical analysis
- Investment thesis development
- Disruptive technologies and independent research systems
The direction of the engagement will reflect your knowledge, interests, questions, and educational priorities.
What makes 12 sessions different from nine sessions?
Nine sessions provide meaningful continuity and time to explore several subjects in depth.
Twelve sessions provide more room to apply what you learn, return with additional research, revisit earlier conclusions, and connect multiple areas of investing more fully.
The added value is not limited to three additional meetings. It is the increased opportunity for repeated learning, application, review, and refinement throughout the year.
Will Lawrence tell me which investments to buy?
No personalized investment recommendations are provided.
Specific companies, stocks, funds, crypto assets, commodities, technologies, and other investments may be discussed for educational purposes.
The discussion may include:
- Business fundamentals
- Financial performance
- Competitive positioning
- Industry developments
- Adoption trends
- Risks
- Valuation considerations
- Technical analysis when appropriate
Lawrence may also use examples from his own research, investing experience, or 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 specific asset.
Will we discuss taxes?
Yes.
Taxation may be discussed when it is relevant to investments, account types, income, withdrawals, capital gains, annuities, business-owner strategies, or crypto activity.
The purpose is to help you understand important concepts and recognize questions that may require professional tax guidance.
Specific questions about how tax rules apply to your circumstances should be reviewed with a qualified CPA or tax professional.
Will I learn how to use artificial intelligence for investment research?
Yes.
You may learn how to use AI tools to:
- Research companies and industries
- Compare information from multiple sources
- Organize findings
- Analyze investment themes
- Test assumptions
- Identify missing questions
- Examine competing viewpoints and risks
- Improve the quality of your research process
You will also learn why AI-generated information should be independently verified.
What is included in the Legacy Visions Innovation Investing Toolkit?
The toolkit includes:
- AI Research Prompt Guides for researching companies, technologies, markets, economic developments, digital assets, and investment themes
- Investment Thesis Framework for organizing your central idea, evidence, assumptions, risks, and the developments that could change your conclusion
- Curated Research and Educational Resources to support continued learning across investing, economics, crypto, and disruptive innovation
What happens after I enroll?
After enrollment, you will receive instructions for completing the two-step start process.
Step 1: Complimentary 15-Minute Preparation Meeting
This brief meeting helps clarify your primary learning priorities, current questions, and any information that may be useful before your first paid session.
The preparation meeting is not counted as one of your 12 wealth education sessions.
Step 2: First One-Hour Virtual Wealth Education Session
Your first paid session will be conducted virtually and focused on the subjects and priorities identified during the preparation meeting.
Future sessions will be coordinated directly with Lawrence.
Are all 12 sessions virtual?
The first paid session is conducted virtually.
Future 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.
In-person meetings and home visits are subject to scheduling, location, and travel availability.
Can I schedule the sessions at my own pace?
Yes.
There is no required meeting cadence.
You may schedule the sessions at a pace that supports your learning, subject to availability and the 12-month completion period.
All 12 sessions must be completed within 12 months of purchase.
How long does my full crypto education access last?
Your full Legacy Visions Digital Assets access remains active for 12 months from your purchase date.
During that period, you may access the live classes, recording library, slides, research materials, educational guides, AI research resources, and member learning environment included with the bundle.
Will the crypto education access renew automatically?
No.
This bundle is purchased through a one-time payment and does not automatically renew.
At the end of the included 12-month period, you may continue through the standalone Legacy Visions Digital Assets annual membership at the price available at that time.
What is the value of the bundle?
The 12-session wealth education program is valued at $2,795.
Full Legacy Visions Digital Assets access is valued at $997.
Total value: $3,792
Bundle price: $2,995
Total savings: $797
Are payment options available?
Klarna or Afterpay may be available at checkout, subject to provider approval and available terms.
Eligibility, approval, payment schedules, and financing decisions are determined by the payment provider.
What happens if I complete all 12 sessions and want to continue?
You may purchase additional wealth education sessions at the same per-session rate as your original 12-session engagement.
Continued Legacy Visions Digital Assets access may be purchased separately through the annual membership.
What is the refund policy?
The bundle is nonrefundable after purchase.
Please review the program details, included resources, access period, and scheduling requirements before enrolling.
Prospective students with questions may use the complimentary consultation option available through the Legacy Visions Wealth Academy homepage.
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