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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.
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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 January 2025
    The American Dream Experience January 2025
    The American Dream Experience January 2025
    Thu, Jan 30
    Matson Money West, Scottsdale
    Jan 30, 2025, 9:00 AM MST – Jan 31, 2025, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    Jan 30, 2025, 9:00 AM MST – Jan 31, 2025, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    We are excited to announce that this January 2025 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday January 30th and Friday January 31st located at Matson Money West in Scottsdale, Arizona.
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  • The American Dream Experience March 2025 Virtual Event
    The American Dream Experience March 2025 Virtual Event
    The American Dream Experience March 2025 Virtual Event
    Thu, Mar 27
    Online Over Zoom. Link will be provided.
    Mar 27, 2025, 9:00 AM MST – Mar 28, 2025, 5:30 PM MST
    Online Over Zoom. Link will be provided.
    Mar 27, 2025, 9:00 AM MST – Mar 28, 2025, 5:30 PM MST
    Online Over Zoom. Link will be provided.
    We are excited to announce that this American Dream Experience will be a virtual event online via Zoom. The two full days of the event, Thursday March 27th and Friday March 28th.
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  • The American Dream Experience May 2025
    The American Dream Experience May 2025
    The American Dream Experience May 2025
    Thu, May 15
    Matson Money West, Scottsdale
    May 15, 2025, 9:00 AM MST – May 16, 2025, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    May 15, 2025, 9:00 AM MST – May 16, 2025, 5:00 PM MST
    Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
    We are excited to announce that this May 2025 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday May 15th and Friday May 16th located at Matson Money West in Scottsdale, Arizona.
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Past Events

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"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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