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Classes & Workshops

Upcoming Classes

We are currently working on putting together our winter class line up. Check back soon for details.

On-Demand Classes

How to Find a Great Financial Advisor

Navigating the financial world can be daunting. Discover what you need to know so you can find the perfect advisor for you.

Free

Estate Planning 101

In this class you will learn the documents you must have and discover the #1 mistake people make with their IRA, 401ks, and bank accounts.

Free

VIP Full Access Pass

Get FULL access to EVERY course, book, guide, and resource. Plus: VIP access to LIVE webinars and Email Support.

$29.00 USD every month

Risks & Opportunities in Your Account Statements

Learn how to read your account statements. Uncover your true risk and discover tax-saving opportunities.

$9.97 USD

The Simple Path to a Golden Retirement

What does it take to go from working to happily retired? Discover what you need to know and do to retire with confidence?

$37.00 USD

60-Minute Social Security Maximization Course

Get the most out of Social Security. Discover how to claim up to 175% in additional benefits.

$27.00 USD

Investing 101 Class

Confused by all the options out there? This course will teach you everything you need to know in order to make smart investments or hire the right people to manage your money in retirement.

$97.00 USD

How to Ethically Pay Zero Taxes in Retirement

Discover how taxes change in retirement. Learn how to MINIMIZE your taxes in retirement and STRETCH your savings so you don't run out of money in retirement.

$297.00 USD every year