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Investor Coaching workshops

We believe that each and everyone of us has a dream - a dream of what’s really possible in our lives.  An imagination of who we will become, the adventures that inspire us, the community that move us and embrace us.  We dream beyound what money can buy but who our true purpose calls us to be.
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WE believe
...that money does not buy us happiness.  However, the worry of insufficiency diminishes our dreams.   We created this series of financial education workshops to engage investors and to help you discover your true purpose for money and the dreams you harbor.  
We designed these workshops to be interactive and fun!  Yes, FUN.  We do not push any product sales on you.  This space is for us to explore what really matter to you in the world of finance, how you have accomplished what you have today, and discover what is possible for you to create in the future.
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We select  in our local community some of the most engaging venues, such as the Silicon Valley Capital Club or the San Jose Country Club, so come and join us for an afternoon of awesome, engaging event.
Upcoming Events

Upcoming Events

  • Dismantling Myths of Investing - Virtual Event
    Dismantling Myths of Investing - Virtual Event
    Dismantling Myths of Investing - Virtual Event
    Tue, Dec 12
    Online Over Zoom
    Dec 12, 2:30 PM – 4:00 PM PST
    Online Over Zoom
    Dec 12, 2:30 PM – 4:00 PM PST
    Online Over Zoom
    The mythology of traditional investing leaves most investors confused and frustrated with their results. In this session you will discover the truth about investing and academic theories as an alternative to the accepted mythological model.
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  • The American Dream Experience Jan 2024 Virtual Event
    The American Dream Experience Jan 2024 Virtual Event
    The American Dream Experience Jan 2024 Virtual Event
    Thu, Jan 25
    Online Over Zoom. Link will be provided.
    Jan 25, 2024, 9:00 AM PST – Jan 26, 2024, 6:00 PM PST
    Online Over Zoom. Link will be provided.
    Jan 25, 2024, 9:00 AM PST – Jan 26, 2024, 6:00 PM PST
    Online Over Zoom. Link will be provided.
    We are excited to announce that this January American Dream Experience will be a virtual event online via Zoom. The two full days of the event, Thursday and Friday, will be Jan 25th and 26th.
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  • The American Dream Experience April 2024
    The American Dream Experience April 2024
    The American Dream Experience April 2024
    Thu, Apr 25
    Scottsdale
    Apr 25, 2024, 9:00 AM PDT – Apr 26, 2024, 6:00 PM PDT
    Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    Apr 25, 2024, 9:00 AM PDT – Apr 26, 2024, 6:00 PM PDT
    Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    We are excited to announce that this April 2024 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday April 25th and Friday April 26th located at Matson Money West in Scottsdale, Arizona.
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Past Events

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"Each of us must come to the realization that we can function and live at the level of vision rather than following some great leader’s vision.  Instead of looking for a great leader, we are in an era where each of us needs to find the great leader in ourselves.”

Werner Erhard Interviewed by Loretta Ferrier
Scene Magazine/September-October 1982
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