top of page
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.
.jpg)
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.
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
False Positive—The Dangers of Over-Simplifying DiversificationApr 23, 2025, 2:30 PM – 4:00 PM PDTVirtual Event.
Investor Coaching Series: Verify, Verify, VerifyMay 06, 2025, 2:30 PM – 4:00 PM PDTOnline Via Zoom
The American Dream Experience May 2025May 15, 2025, 9:00 AM MST – May 16, 2025, 5:00 PM MSTMatson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
Investor Coaching Series - Dismantling Myths of InvestingMay 20, 2025, 2:30 PM – 4:00 PM PDTOnline over Zoom
"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
bottom of page