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

War and Markets

Markets are constantly under pressure from headlines, elections, inflation fears, global conflict, and economic uncertainty. Yet history shows that reacting emotionally to these “wars” on the markets can quietly damage long-term wealth.

In this timely and eye-opening webinar, you will learn how successful investors stay calm, disciplined, and positioned for opportunity even during periods of volatility. Discover the difference between noise and real risk, how academic evidence guides smarter investment decisions, and how to build a strategy designed to weather uncertainty with confidence.

You will learn:
• Why market fear can be more dangerous than market declines
• How media narratives and short-term events influence investor behavior
• The principles of evidence-based investing during turbulent times
• Strategies to protect progress while still capturing long-term growth
• How to align your portfolio with your real goals — not today’s headlines

If you want greater clarity, confidence, and peace of mind about your investments, this session will help you see market uncertainty in a completely new way.

 

Join us and learn how to stay focused on winning the long-term investment battle.

War and Markets

Date: April 7th, 2026
Time: 5:30 pm MST
Location: Webinar I Online

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

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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