Our events are built on meaningful, factual financial education and a deep commitment to disciplined, evidence-based investing.

Education brings clarity and purpose.
Purpose drives action and behavior

Upcoming events

American Dream Experience

An opportunity to discover what investing is, how it works, and how it can fulfill your life purpose. This 2-day event will transform the way you think about money.  Add “Learn more” and when you click on this it should move you to the American dream page.

American Dream Experience

DateJuly 23–24, 2026
Time2-Day Event
LocationIn-Person | Scottsdale, AZ

American Dream Experience

DateNovember 5–6, 2026
Time2-Day Event
LocationIn-Person

Investor Coaching Call

90-minute educational webinars designed to help investors understand a disciplined investing process. This clarity reduces uncertainty, eliminates speculation, and creates greater peace of mind. All sessions begin at 1:30 PM PST.

Investor Coaching Call

DateApril 7, 2026
Time1:30 PM PST
LocationWebinar | Online

Investor Coaching Call

DateMay 5, 2026
Time1:30 PM PST
LocationWebinar | Online

Investor Coaching Call

DateMay 18, 2026
Time1:30 PM PST
LocationWebinar | Online

Investor Coaching Call

DateJune 9, 2026
Time1:30 PM PST
LocationWebinar | Online

Investor Coaching Call

DateJuly 21, 2026
Time1:30 PM PST
LocationWebinar | Online

Tax-Loss Harvesting

DateMarch 17, 2026
Time2:30 pm PT/5:30 pm
LocationWebinar | Online

Making College More Affordable

30-minute educational webinars on the college financial planning process. Starting early is critical to making informed decisions about college savings, admissions, and funding without putting your long-term financial future at risk. Get the facts now and protect your financial dreams.

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Tax-Loss Harvesting

Tax-Loss Harvesting, often used to justify investment losses, can be difficult to execute effectively and can ultimately distract investors from prudent long-term investing goals. Discover why adhering to an empirically tested investing strategy can help protect your financial future instead.

Tax-Loss Harvesting

DateMarch 17, 2026
Time2:30 pm PT/5:30 pm
LocationWebinar | Online

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