Workshops

The American Dream Experience is a profound, powerful and entertaining exploration of something that is often left undiscussed: your family's financial future. Over two days, you may alter your relationship […]

Join us to discover the dangers of insufficient diversification and how this can give investors a false sense of security when it comes to their portfolio. Learn what you can […]

When entrusting your financial future to any institution it is imperative to do perform critical thinking and research that enables you to have confidence about your decision. Verifying three critical […]

The American Dream Experience is a profound, powerful and entertaining exploration of something that is often left undiscussed: your family's financial future. Over two days, you may alter your relationship […]

Discover how rebalancing can be essential to a prudent and disciplined investing strategy.  By default, human beings are not designed for rebalancing. Learn how The Matson Method is implemented to […]

We would like to invite you to attend this special training opportunity that can help you expand your understanding of your investing strategy. Did you know: -  Portfolio engineering is […]

Discover how free enterprise and capitalism is accessible for families to recapture, reclaim, and realize their American Dream and live their life on purpose. Join us for the: Creating the […]

Investors often confuse structured investing with indexed or passive strategies. During this session you will learn how a structured approach makes a difference in your long term investing strategy. October […]

Have you devised a clear-cut method for measuring the success or failure of your portfolio? How can you assess your portfolio in volatile circumstances?  How do you know if your […]

 Discover how to cut through the hype around cryptocurrency, recognize potentially toxic investments, and refocus on evidence-based, long-term investing, grounded in the science of investing.  Tuesday, February 10, 2026 1:30 […]