ENROLL IN OUR NEXT CLASS & GAIN ACCESS PREVIOUSLY RECORDED CLASSES
Attend Our Next "Financial Education Class" occurring on the 3rd Tuesday
A different topic each month. Each class 1 hour long. Each class taught by a Licensed, Financial Educator.
Attend the most requested class we've taught:
How to create Holistic Retirement Plan using the 7 Money Milestones
A crash course on the 7 Critical Components of a Holistic Retirement Plan. A step-by-step guide and questionnaire to help you begin creating one.
Estate Planning Fundamentals:
Understanding Critical Documents, Wills, Trust and Power of Attorney's
Women: Let's talk about money
Learn how women can position themselves to be in full control of their lives and their financial futures
INCOME PROTECTION:
Understanding Life Insurance Strategies
How much is enough. What kind is right fo you. Why this component is a critical piece to protect the Retirement Plan you've created.
THE PSYCHOLOGY OF BUILDING WEALTH
"What we think about, we bring about" and the same goes with money. Listen to a Certified Behavioral Science Practitioner and Certified Financial Educator discuss the pitfalls and success stories of wealth building.
CLASSES FOR ENTREPRENEURS
Ever considered starting your own business?
Learn what it takes to go from being an employee to becoming an ENTRPRENEUR
Learn about the benefits of a career as a Financial Educator
A career that's Meaningul. Impactful. Profitable.
Stop being a sucker, start being a student
We even wrote a book about the topic that has become an Amazon bestseller
All information enclosed on this website is for educational purposes only. You will not find a recommendation to purchase a specific product, service or investment. Hyperlinks will forward you to a third party website. I do not control, guarantee, endorse, or approve the information, products, services, or any content maintained by third parties. I expressly disclaims any responsibility for the content, accuracy, and quality of the products and services advertised on the third party site. The third party content should not be interpreted as legal, tax, or investment advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.