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

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  • DateNovember 5–6, 2026
  • Time2-Day Event
  • LocationWebinar

Investor Coaching Series

During this Investor Coaching Series, we’ll explore the investing and human-behavior dimensions of rebalancing, including why portfolios can drift from their intended risk and return profile, how emotions and biases can work against disciplined investing, and what a systematic approach to rebalancing can look like.
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Making College More Affordable

The Time to Start Planning for College Is NOW

What you do now can change what you pay later.

Join Monica Felton, MBA, CFP®, for an informative and eye-opening session designed to help families better understand the financial side of college planning.

College planning isn’t just about saving. It’s about knowing the rules, making smarter decisions, and avoiding costly mistakes.

Parents will learn why the sticker price is rarely what families actually pay, how income and assets can impact college costs, why college selection matters financially, and strategies for paying for college without sacrificing retirement.

Plan early. Choose smarter. Pay less.

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