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
Chat with coaches – Review the year and what’s ahead for 2020!
We’ll have good eats and the opportunity to spread some cheer.
The way you think about your investments and investing strategy has a huge impact on your ability to achieve the success you seek.
Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investor?
We’ll explore how to take charge and put your Mind over Money and design the future and dreams you plan for.
RSVP to save your spot.
A financial education opportunity that will explain the ‘how & why’ of what we do. We’ll discuss ‘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.
Allow us to help you understand what is truth and what is myth.
What we’ve heard from previous presentations:
- “These presentations help remove the fear of investing based on hearsay!”
- “Another good refresher. Thank You.”
- “Very interesting information.”
RSVP to save your spot!