We provide opportunities for you to fully understand the details of how your money will be working for you.
We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.
Check-Out Our Upcoming Events
American Dream Experience (ADEX) is a 2-day event in Scottsdale, AZ. Make it a priority to attend one of the many opportunities to attend ADEX in Scottsdale, Plymouth or Cincinnati.
The purpose of American Dream Experience:
- Empower families to discover their true purpose for investing
- Empower families to achieve peace of mind, abundance and greatness
- Protect families from speculating and gambling with their money
- Allow families to capture, reclaim and realize their American Dream
Limited spaces are available. Call or email for the details.
Separating Myths from Truths of Investing is a financial education opportunity that will explain the ‘how & why’ of what we do and it will go through ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.
If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.
Join Margie and Jeremy for one of the two upcoming sessions scheduled on October 24th and allow us to help you understand what is truth and what is myth.
There are two opportunities on Thursday, October 24th for this event. 11:30am or 6pm.
RSVP to 920-893-5262
A repeat financial education opportunity that will explain the ‘how & why’ of what we do and it will go through ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.
If you have recently attended an American Dream Experience you will find that this is a very different event and supplements all the great work you’ve been doing. Layers of education are the very best way to commit new or complicated concepts to memory and remain committed for the long run.
Join Margie and Jeremy for one of the two upcoming sessions scheduled on November 11th or November 13th and allow us to help you understand what is truth and what is myth.
There are two opportunities:
November 11th at 6pm
November 13th at 12pm
RSVP to 920-893-5262
Are you signed up to come with us? Take a look for more information here and please don’t hesitate to call Margaret, Jeremy, or Patricia at 920-893-5262.
Can’t make it this event? There are more opportunities in the near future.