Events
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
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.
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.