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Events

Join us every Saturday for a transformative Financial Webinar series covering crucial topics to empower your financial journey. Learn to set goals, develop a Financial Foundation mindset, and understand the Wealth Formula. Discover strategies to uncover hidden funds, track expenses, and accelerate debt repayment.
Explore the importance of safeguarding assets with the X-Curve concept and address common misconceptions. Assess the financial impact of health, preserve wealth, and plan for medical expenses. Dive into wealth accumulation, understand the costs of delay, and explore historical returns and risk mitigation.

Finally, strategize for educational costs, explore options like Pensions and IRAs, and decode tax implications for a financially optimized future. Whether you're a beginner or refining your financial strategy, these sessions are tailored for you. Let's build a secure and prosperous future together.

See you at the webinar! 

Upcoming Events

June 29, 2024

11:00a - 12:00p

Zoom Meeting

Halftime Report 2024

Let's look back at the first half of 2024 to see how the markets have been doing and discuss what you might expect for the rest of the year. From understanding how big topics like AI are changing businesses to keeping up with price changes and what the government might do next about interest rates, we've got you covered.

Past Events

June 1, 2024

11:00a - 12:00p

Zoom Meeting

Wealth Strategies & Your Health

Unlocking Health and Wealth: Join our Financial Literacy Webinar to discover the powerful connection between your well-being and financial success. Learn financial tips and strategies to secure your financial future. Don't miss this transformative event! Register now. Limited slots available!

June 1, 2024

11:00a - 12:00p

Zoom Meeting

Asset Accumulation Strategies

Webinar 5 is designed for individuals of all financial backgrounds, from novices seeking to learn the basics of asset accumulation to experienced individuals looking to refine their strategies. I welcome everyone interested in securing their financial future through smart asset management.

May 25, 2024

11:00a - 12:00p

Zoom Meeting

Proper Protection - The Financial Foundation

Are you ready to build a solid financial foundation that safeguards you from life's uncertainties? Join us for an empowering financial literacy workshop focused on Proper Protection. In this 3rd webinar of the 6 series, we will delve into essential principles and strategies to safeguard your assets, manage risks, and secure a rock-solid financial foundation.

May 11, 2024

1:00p - 2:00p

Zoom Meeting

Cash Flow Management & Debt

Elevate your financial management skills. Learn the art of crafting budgets aligned with your goals, unravel strategies for enhancing cash flow, and master the art of leveraging debt for financial progress. Gain wisdom on handling debt, and gain insights on successful cash management and debt reduction. Don't miss out on these vital insights to secure your financial future!

May 4, 2024

1:00p - 2:00p

Zoom Meeting

Building Savings & Wealth

Join our dynamic financial literacy webinar focused on building savings and wealth! In this engaging session, learn practical strategies to set financial goals, develop effective savings plans, and make investments that lead to long-term wealth accumulation.

May 4, 2024

12:00p - 1:00p

Zoom Meeting

Tax Strategies

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on tax strategies.

Event Registration