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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

  • Investor Coaching Series: Verify, Verify, Verify
    Investor Coaching Series: Verify, Verify, Verify
    Tue, Jul 16
    Online Via Zoom
    Jul 16, 2024, 2:30 PM – 4:00 PM PDT
    Online Via Zoom
    Jul 16, 2024, 2:30 PM – 4:00 PM PDT
    Online Via Zoom
    Scams are more common than you think. Arm yourself and don't fall victim.
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  • The American Dream Experience July 2024
    The American Dream Experience July 2024
    Thu, Jul 25
    Matson Money West, Scottsdale
    Jul 25, 2024, 9:00 AM MST – Jul 26, 2024, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    Jul 25, 2024, 9:00 AM MST – Jul 26, 2024, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    We are excited to announce that this July 2024 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday July 25th and Friday July 26th located at Matson Money West in Scottsdale, Arizona.
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  • Investor Coaching Series - Dismantling Myths of Investing
    Investor Coaching Series - Dismantling Myths of Investing
    Tue, Aug 20
    Online over Zoom
    Aug 20, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
    Aug 20, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
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  • Investor Coaching Series: Gearing Up for the Next Crash
    Investor Coaching Series: Gearing Up for the Next Crash
    Thu, Aug 29
    Online Over Zoom
    Aug 29, 2024, 2:30 PM – 4:00 PM
    Online Over Zoom
    Aug 29, 2024, 2:30 PM – 4:00 PM
    Online Over Zoom
    Arm yourself with the knowledge you need to help weather the next storm.
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  • Investor Coaching Series - Built to Last
    Investor Coaching Series - Built to Last
    Tue, Sep 17
    Online Over Zoom
    Sep 17, 2024, 2:20 PM – 4:00 PM
    Online Over Zoom
    Sep 17, 2024, 2:20 PM – 4:00 PM
    Online Over Zoom
    Confidence in your portfolio engineering.
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  • Investor Coaching Series - Dismantling Myths of Investing (1)
    Investor Coaching Series - Dismantling Myths of Investing (1)
    Wed, Sep 25
    Online over Zoom
    Sep 25, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
    Sep 25, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
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  • Investor Coaching Series - Dismantling Myths of Investing (1)
    Investor Coaching Series - Dismantling Myths of Investing (1)
    Tue, Oct 08
    Online over Zoom
    Oct 08, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
    Oct 08, 2024, 2:30 PM – 4:00 PM PDT
    Online over Zoom
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  • Investor Coaching Series: Global Economic Armageddon
    Investor Coaching Series: Global Economic Armageddon
    Tue, Oct 15
    Online Over Zoom
    Oct 15, 2024, 2:30 PM – 4:00 PM PDT
    Online Over Zoom
    Oct 15, 2024, 2:30 PM – 4:00 PM PDT
    Online Over Zoom
    Is it the right time to panic?
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  • The American Dream Experience Oct 2024 Virtual Event
    The American Dream Experience Oct 2024 Virtual Event
    Thu, Oct 24
    Online Over Zoom. Link will be provided.
    Oct 24, 2024, 9:00 AM MST – Oct 25, 2024, 5:30 PM MST
    Online Over Zoom. Link will be provided.
    Oct 24, 2024, 9:00 AM MST – Oct 25, 2024, 5:30 PM MST
    Online Over Zoom. Link will be provided.
    We are excited to announce that this American Dream Experience will be a virtual event online via Zoom. The two full days of the event, Thursday Oct 24th and Friday Oct 25th.
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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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