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.

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.

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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.

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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Mind Over Money

Mind Over Money is an educational event designed to help investors understand the hidden forces that influence financial decisions and long-term outcomes. Attendees will gain clarity on how to avoid common pitfalls and apply evidence-based strategies to build lasting wealth.

Key Topics Discussed
  • Behavioral biases that impact investor decisions
  • The influence of Wall Street narratives and media noise
  • Common investment myths vs. academic, evidence-based principles
  • Long-term investing discipline and market efficiency
  • The role of diversification and risk management

New Event

New Event

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