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.