Ocho Courses
Ocho courses are taught by the world’s top entrepreneurs, creators and money experts. It’s the ultimate hub for business owners looking to learn how to manage and grow their money without the overwhelm.
Join Ocho to get access to our entire course library
Ocho courses are taught by leading professionals actively working in their fields to not only give you the best education, but also share an inside look at how they think and work.
Angel Investing 101
Learn how to be an angel investor and start with as little as $1000. Elizabeth will share how to pick companies, build your portfolio, create and maintain deal flow, and the biggest red flags and mistakes to avoid that most new angel investors make.
Who is this ideal for?
Business owners, investors
Instructor
Elizabeth Yin
Tax Strategies Used By Billionaires & How to Prepare for the Big Exit
Mani goes through tax planning strategies to help you reduce the taxes you may have to pay when you make your big exit as a founder or startup employee with equity.
Who is this ideal for?
Startup owners, employees, investors
Instructor
Mani Mahadevan
Taxes & Accounting Foundations For Business Owners
Lorilyn Wilson, CPA, teach you how to properly set-up your business (from choosing the right business entity to creating a financial forecast) and the must-dos ALL business owners need to understand when it comes to preparing your taxes (including expenses, write-offs, and how-to lower your risk of being audited).
Who is this ideal for?
Business owners and startup founders
Instructor
Lorilyn Wilson
Mastering the Art of Credit Card Points + Miles
Unlock the full potential of credit card rewards with this comprehensive course on points and miles. Learn the essentials of optimizing your credit card usage, maximizing reward earnings, and strategically redeeming points for travel, experiences, and more. By the end of this course, you’ll have the knowledge and tools to transform your everyday spending into a world of opportunities.
Who is this ideal for?
All business owners
Instructor
Sebastian Fung (@AskSebby)
Start a Business to Sponsor Your US Visa
Embark on the journey of entrepreneurship while achieving your dream of living and working in the United States. By the end of the course, you’ll have the knowledge and tools needed to launch your business, sponsor your US visa, and build a successful future in the land of opportunity. Don’t let the complexities of immigration and entrepreneurship hold you back.
Who is this ideal for?
International business owners, founders
Instructor
Logan Ullyott
Ready to join Ocho?
Ocho is an annual membership that includes:
Solo 401k
Ownership of an Ocho Solo 401k plan, contribute up to $66,000 for 2023, and invest in any asset class through your solo 401(k) plan with tax-free compounding.
Education
Access to Ocho’s entire library of on-demand finance and business courses (including all summit replays). Plus join in on our live webinars and AMAs with guest experts.
Ocho IRAs (Roth + Traditional)
You’ll get immediate access to both accounts on any plan.†
Personalized Financial Plans
Starting at the end of May, access a custom financial plan built by our financial advisors for your specific financial situation and goals (only available on our Professional Plan).◊
“Ask an Advisor”
Get advice from our team of financial experts (only available on our Professional Plan).◊
Full Support
Onboarding, compliance, and tax-filing support. Get help from our world class support team any time you need assistance.
Basic Plan ($299/year)
Ocho Solo 401k Plan
Ocho IRAs (Traditional + Roth)†
Security & compliance monitoring, full onboarding support and account administration assistance.
On-demand courses uploaded regularly on a variety of personal + business finance topics
Live events with financial guest experts, both workshops and AMA style conversations
Professional Plan ($499/year)
Ocho Solo 401k Plan
Ocho IRAs (Traditional + Roth)†
Security & compliance monitoring, full onboarding support and account administration assistance.
On-demand courses uploaded regularly on a variety of personal + business finance topics
Live events with financial guest experts, both workshops and AMA style conversations
Plus: Personalized financial plan (starting in May)◊
Plus: Access to “Ask an Advisor” (starting in May)◊