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Events

A breakthrough in financial education.

We provide breakthrough education, tools, and coaching that helps families transform their financial futures.

We are a stand for the American Dream to be realized for families.  We are a stand that everyone has access to freedom, fulfillment, and love for their families.  

JOIN US on a breakthrough educational journey..

 

 

Upcoming Events

May 15, 2021

10:00a - 12:30p

Zoom Meeting - link details will be sent as soon as you register

Uncovering the Myths of Investing & Mind over Money

Learn how academic investing principles can be a different approach to investing and see how Wall Street traditionally operates.

June 23, 2021

5:00p - 7:30p

Zoom Meeting - link details will be sent as soon as you register

Uncovering the Myths of Investing & Mind over Money

Learn how academic investing principles can be a different approach to investing and see how Wall Street traditionally operates.

June 25, 2021

9:00a - 5:00p

Zoom Meeting - link details will be sent prior to the event

American Dream Experience - co-led by Misha Schryer

What is the American Dream? It is the ideal that every person should have an equal opportunity to achieve success and prosperity through hard work, determination and initiative. Join us on the two days and an evening event where you can reclaim your American Dream!

Past Events

May 1, 2021

10:00a - 11:30a

Zoom details to be sent prior to the event

Spring Cleaning / Clearing with Major Mom!

Angela Cody-Rouget started Major Mom in 2006 because of her love and talent for organizing for people. She will share her expertise and knowledge with us and teach us some great tips and mindset shifts along the way. If you're ready to start spring with a fresh start and tips from an expert - JOIN US

April 28, 2021

5:00p - 6:30p

Zoom Meeting - link details will be sent as soon as you register

Structured Funds vs. Index Retail Funds

Investors often confuse structured investing with indexed or passive strategies.  In this session, you will uncover the difference a structured approach makes in your long-term investing strategy.

April 22, 2021

9:00a - 5:00p

Zoom Meeting - link details will be sent prior to the event

American Dream Experience - led by Mark Matson

What is the American Dream? It is the ideal that every person should have an equal opportunity to achieve success and prosperity through hard work, determination and initiative. Join us on the two days and an evening event where you can reclaim your American Dream!

April 10, 2021

10:00a - 12:30p

Zoom Meeting - link details will be sent as soon as you register

Uncovering the Myths of Investing & Mind over Money

Learn how academic investing principles can be a different approach to investing and see how Wall Street traditionally operates.

Event Registration


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