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.

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

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 S&P 500 Cult: Why You Shouldn’t Drink the Kool-Aid
Wed, Feb 05
Online Via Zoom.
Feb 05, 2025, 2:30 PM – 4:00 PM PST
Online Via Zoom.
Feb 05, 2025, 2:30 PM – 4:00 PM PST
Online Via Zoom.
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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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Request to Attend

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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Request to Attend

Past Events

Wed, Dec 11
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Dec 11, 2024, 2:30 PM – 4:00 PM PST
Online over Zoom
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Wed, Nov 20
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Nov 20, 2024, 2:30 PM – 4:00 PM PST
Online over Zoom
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Thu, Oct 24
The American Dream Experience Oct 2024 Virtual Event
Online Over Zoom. Link will be provided.
Details
Oct 24, 2024, 9:00 AM MST – Oct 25, 2024, 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 Oct 24th and Friday Oct 25th.
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Tue, Oct 15
Investor Coaching Series: Politics and Portfolio
Online Over Zoom
Details
Oct 15, 2024, 2:30 PM – 4:00 PM PDT
Online Over Zoom
Today many people have the experience of the political divide being more pronounced than ever. How would this impact your portfolio? What can you do with your investments? Is it wise to "be more conservative?" In this Investor Coaching Series we examine the evidence and put rumors to rest.
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Tue, Oct 08
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Oct 08, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Wed, Sep 25
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Sep 25, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Tue, Sep 17
Investor Coaching Series - Built to Last
Online Over Zoom
Details
Sep 17, 2024, 2:20 PM – 4:00 PM
Online Over Zoom
Confidence in your portfolio engineering.
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Thu, Aug 29
Investor Coaching Series: Gearing Up for the Next Crash
Online Over Zoom
Details
Aug 29, 2024, 2:30 PM – 4:00 PM
Online Over Zoom
Arm yourself with the knowledge you need to help weather the next storm.
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Tue, Aug 20
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Aug 20, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Thu, Jul 25
The American Dream Experience July 2024
Matson Money West, Scottsdale
Details
Jul 25, 2024, 9:00 AM MST – Jul 26, 2024, 5:00 PM MST
Matson Money West, Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
We are excited to announce that this July 2024 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday July 25th and Friday July 26th located at Matson Money West in Scottsdale, Arizona.
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Wed, Jul 24
Prefit Special - Politics and Portfolio
https://zoom.us/my/wealthcairn
Details
Jul 24, 2024, 7:30 PM – 9:00 PM
https://zoom.us/my/wealthcairn
Today many people have the experience of the political divide being more pronounced than ever. How would this impact your portfolio? What can you do with your investments? Is it wise to "be more conservative?" In this Investor Coaching Series we examine the evidence and put rumors to rest.
Share
Tue, Jul 16
Investor Coaching Series: Verify, Verify, Verify
Online Via Zoom
Details
Jul 16, 2024, 2:30 PM – 4:00 PM PDT
Online Via Zoom
Scams are more common than you think. Arm yourself and don't fall victim.
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Tue, Jul 09
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Jul 09, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Tue, Jun 18
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
Jun 18, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Tue, Jun 04
Creating the Ideals of the American Dream as a Global Phenomenon
Online over Zoom
Details
Jun 04, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
We stand for free enterprise and capitalism as an access for families to recapture, reclaim, and realize their American Dream and live their life on purpose.
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Wed, May 29
Investor Coaching Series - Dismantling Myths of Investing
Online over Zoom
Details
May 29, 2024, 2:30 PM – 4:00 PM PDT
Online over Zoom
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Wed, May 01
Save the Investor. Save the World
Online over Zoom
Details
May 01, 2024, 2:30 PM PDT – May 02, 2024, 4:00 PM PDT
Online over Zoom
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Thu, Apr 25
The American Dream Experience April 2024
Scottsdale
Details
Apr 25, 2024, 9:00 AM PDT – Apr 26, 2024, 6:00 PM PDT
Scottsdale, 18760 N Pima Rd, Scottsdale, AZ 85255, USA
We are excited to announce that this April 2024 American Dream Experience will be a live, in-person event. The two full days of the event, Thursday April 25th and Friday April 26th located at Matson Money West in Scottsdale, Arizona.
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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