fbpx
  • Sale!
    Let's do a buying and selling homes workshop together! Buying or selling a home is the biggest transaction you'll likely ever do in your life. You've got to get this one right, and make it a blessing, not a curse! There are so many factors in choosing a good home, good neighborhood, or selling efficiently to minimize your costs. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
  • Sale!
    Let's do a private advanced investing concepts workshop together! You must have a sound fundamental knowledge of investing basics (see our class on that) to gain a benefit from this class. We cover asset location (as opposed to allocation), Roth conversions, back-door Roth conversions, gain harvesting, and loss harvesting. We don't cover topics like puts/calls, shorting stocks, etc. We aren't investment advisors, so this session is instructional only. Click the Schedule Now button to set up a date and time at your convenience.
  • Sale!
    Let's do an investing basics workshop together! Learn the key concepts and terminology of the investing world, so that you can make great choices for your future and understand the best funds for your 401k, IRA, investment, and 529 college savings accounts. We'll talk about mutual funds, index funds, exchange-traded funds (ETFs), stocks, bonds, asset allocation, how to evaluate funds, risk tolerance, and so much more. We aren't investment advisors, so this is an instruction-only workshop. Click the Schedule Now button to set up a date and time at your convenience.
  • Sale!
    Let's do a retirement planning workshop together! Learn the key concepts and terminology of the retirement planning, so you're ready for the retirement of your dreams. We'll talk about asset allocation in/near retirement, safe withdrawal rates, income streams in retirement, finding the ideal place to live, and so much more We aren't financial advisors, so this is an instruction-only workshop. Click the Schedule Now button to set up a date and time at your convenience.
Go to Top