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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 28, 2024

6:00p - 7:00p

Online

RETIREMENT: Four Wrong Questions You've Been Taught to Ask - FINANCIAL MASTERCLASS

Join me for my upcoming masterclass "RETIREMENT: The Four Wrong Questions You've Been Taught to Ask." You'll learn what four elements derail the traditional retirement plan and why you need to ask the right questions.

March 27, 2024

6:00p - 7:00p

Online

Minimize Lifetime Taxes Masterclass - 2024 Event

Join us for our game-changing COMPLIMENTARY Minimize Lifetime Taxes masterclass! We'll be covering the following: - The history and evolution of federal income tax laws - How do taxes work? - How compound interest impacts taxes - Strategies to reduce taxes over your lifetime

January 31, 2024

6:00p - 7:00p

Online

"How Fragile is Your Financial Plan?" Masterclass

How can you build a financial strategy that will survive contact with the threats of your future?

September 27, 2023

6:00p - 7:00p

Online

"Mind Over Money" - A Matson Money Masterclass (EVENING SESSION)

Learn how to fight against the forces that oppose us on Wall Street and guide our decisions to investment success.

July 28, 2023

6:00p - 7:00p

Online

Financial Fundamentals 101 - Evening Session

Have your children join our masterclass on July 26th at 12:00pm or 28th at 6:00pm. We'll go over four key factors to help your child have Optimal Financial Wellness.

July 26, 2023

12:00p - 1:00p

Online

Financial Fundamentals 101 - Lunch Session

Have your children join our masterclass on July 26th at 12:00pm or 28th at 6:00pm. We'll go over four key factors to help your child have Optimal Financial Wellness.

May 17, 2023

6:00p - 7:00p

Online

The Anxiety Extinguisher ™ - Transforming Fear into Excitement (EVENING SESSION)

Learn how to transform financial worry into excitement for the possibilities of the future.

May 17, 2023

12:00p - 1:00p

Online

April 28, 2023

12:00p - 1:00p

Online

Minimize Lifetime Taxes Masterclass - Lunch Session

Join us for our game-changing COMPLIMENTARY Minimize Lifetime Taxes masterclass! We'll be covering the following: - The history and evolution of federal income tax laws - How do taxes work? - How compound interest impacts taxes - Strategies to reduce taxes over your lifetime

April 26, 2023

6:00p - 7:00p

Online

Minimize Lifetime Taxes Masterclass - Evening Session

Join us for our game-changing COMPLIMENTARY Minimize Lifetime Taxes masterclass! We'll be covering the following: - The history and evolution of federal income tax laws - How do taxes work? - How compound interest impacts taxes - Strategies to reduce taxes over your lifetime

September 29, 2022

12:00p - 1:00p

Online

Financial Fundamentals 101 Session 2

Have your children join our masterclass on September 28th at 6pm or 29th at 12pm. We'll go over four key factors to help your child have Optimal Financial Wellness.

September 28, 2022

6:00p - 7:00p

Online

Financial Fundamentals 101 Session 1

Have your children join our masterclass on September 28th at 6pm or 29th at 12pm. We'll go over four key factors to help your child have Optimal Financial Wellness.

June 16, 2022

12:00p - 1:00p

Online

June 15, 2022

5:00p - 6:00p

Online

May 26, 2022

12:00p - 1:00p

Online

May 25, 2022

5:00p - 6:00p

Online

March 24, 2022

12:00p - 1:00p

Online

Minimize Lifetime Taxes - Session 02

Join us for our game-changing FREE Minimize Lifetime Taxes masterclass We’ll be covering the following: History and evolution of federal income tax laws How do taxes work? How compound interest impacts taxes Strategies to reduce taxes over your lifetime

March 23, 2022

5:00p - 6:00p

Online

Minimize Lifetime Taxes - Session 01

Join us for our game-changing FREE Minimize Lifetime Taxes masterclass We’ll be covering the following: History and evolution of federal income tax laws How do taxes work? How compound interest impacts taxes Strategies to reduce taxes over your lifetime

January 27, 2022

12:00p - 1:00p

Online

Creating Your Life Canvas - Second Session

Join me for my upcoming workshop Create Your Life Canvas either tomorrow, January 26th at 5pm, or January 27th at 12pm. You’ll be carving out an hour where you’ll discover your purpose for money. Imagine the power of having a purpose that you can move toward with $1 or $1,000,000.

January 26, 2022

5:00p - 6:00p

Online

Creating Your Life Canvas - First Session

Join me for my upcoming workshop Create Your Life Canvas either tomorrow, January 26th at 5pm, or January 27th at 12pm. You’ll be carving out an hour where you’ll discover your purpose for money. Imagine the power of having a purpose that you can move toward with $1 or $1,000,000.

July 29, 2021

5:00p - 6:00p

online

Mind Over Money - A Matson Money Presentation

What if you could cool the fire of anxiety and transform it into excitement?

June 30, 2021

4:00p - 5:00p

online

May 19, 2021

12:00p - 1:00p

online

The Anxiety Extinguisher

What if you could cool the fire of anxiety and transform it into excitement?

Event Registration

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