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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.
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

  • The American Dream Experience - Virtual
    Jul 20, 9:00 AM MDT – Jul 21, 5:00 PM MDT
    Virtual Online
    We are excited to announce that this July American Dream Experience will be a virtual event. The two full days of the event, Thursday and Friday, will be hosted on Zoom.
  • Dismantling Myths of Investing - Virtual Event May 2023
    Multiple Dates
    Aug 24, 2:30 PM – 4:00 PM PDT
    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.
  • The American Dream Experience Oct 2023
    Oct 19, 9:00 AM PDT – Oct 20, 5:00 PM PDT
    Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    We are excited to announce that this April American Dream Experience will be an in-person event. The two full days of the event, Thursday and Friday, will be hosted at Matson Money West, in Scottsdale.

Past Events

"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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