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 […]

Why you shouldn’t drink the Kool-Aid and how you can execute a more reliable investing strategy based on empirically-tested academic investing principles. February 5, 2025 2:30 PM - 4:00 PM […]

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 […]