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
Join us for an amazing seminar entitled, the American Dream Experience. American Dream Experience is designed to discover your true purpose of money and using these realities to get your mind over money.
Seminar Saturday, 9am-5pm at the beautiful Osthoff Resort in Elkhart Lake, WI.
This will be an impactful event for you and your friends. This is a must-attend event for your financial future.
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