Webinar Series

My Code: A (Family) Values Workshop

To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:

• Explore your most important values and prioritze them.
• Question why they are of greatest importance.
• Determine how you’re currently living them and where there may be opportunities for improvment.
• Development a plan for ensureing you and your loved one are living a life aligned to your highest values.

DIY Financial Plan Workshop

Is it possible to DIY a financial plan? The answer is yes, and this workshop will walk you through the important considerations and steps to take!

How to Get On the Same $ Page with Your Partner

One of the most importnat thing you can do for your relationship and long-term financial success is to get on the same page with your significant other about money. This workshop will walk you through the essential steps. 

Strive Online Bootcamp Kickoff

Get your mind, body and money right during this two-week online bootcamp!

New Year’s Manifesto

We’ve all made and broken New Year’s resolutions. That ends now. The New Year’s Manifesto workshop will guide you to start living the life you truly want! Through this live or on-demand workshop, you’ll clarify and crystallize your best life and put a plan together for making it happen.

Estate Planning for the Rest of Us

Our Estate Planning for the Rest of Us workshop will teach you what estate planning is, the fundamental components of the process and how to successfully complete it. You’ll learn who should be doing it, how to get started and how to a stay current. 

You’ll learn:

• If you’re a candidate for the process 
• Identify who should be involved
• Understand the estate planning process and documents involved 
• Determine how to evaluate providers who can implement your plan and keep it up to date

Buying Your First Investment Property

Our Buying Your First Investment Property workshop is about making your first investment property purchase as successful as possible. Proactively planning and taking an integrated approach is essential to success.

In this workshop you will:

• Learn how to prepare financially
• Learn how to prepare emotionally
• Learn about all the necessary parties and variables for a successful transaction
• Learn about how to successfully manage the process from beginning to end

The Right Life Insurance

Our Having the Right Life Insurance workshop is about making sure you’ve got the right coverage to protect your loved ones. With so many different coverage options available, it’s difficult to know if what you’ve got is appropriate.  In this workshop you will:

• Determine the correct death benefit for you and your family 
• Learn about the different types of policies
• Decide which type is right for you
• Learn about the process for obtaining and maintaining your policy

Buying Your Next House

Our Buying Your Next House workshop is about making your next home purchase as successful as possible.  The current state of many real estate markets is dynamic to say the least; in order to make good decisions you’ll need to be well prepared. In this workshop you will:

• Learn how to prepare financially
• Learn how to prepare emotionally
• Learn about all the necessary parties and variables for a successful transaction
• Learn about how to successfully manage the process from beginning to end

MidWay Point Workshop

You set thoughtful, meaningful and actionable goals at the beginning of the year. How are you doing? The Midway Point Workshop serves as a checkpoint to answer that question. In this workshop, you will:

Revisit your annual goals and measure your progress

Assess if your priorities have changed and how your goals may need to adjust

Set action items

Gather resources to ensure success

Successful Stock Investing

Our Successful Stock Investing webinar is designed to help you learn the fundamentals of stock investing and position yourself for long-term, sustainable success.  

In this webinar you will:

Learn the fundamentals and drivers of successful investors

Learn about and decide on a strategy

Develop your plan for getting started 

Setting parameters for sustainable success

Kids and Money

Our Kids and Money webinar is designed to help parents teach their kids positive money habits.

Raising financially responsible children is a priority for parents, but many lack the resources. In this webinar you will learn:

How to teach your children positive money habits like saving, spending and giving.

How to set a great example and demonstrate successful financial behaviors.

How to implement practical and sustainable weekly activities.

How to teach your children to set financial goals.

My CODE: A (Family) Values Webinar

To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:

Explore your most important values and prioritze them.

Question why they are of greatest importance.

Determine how you’re currently living them and where there may be opportunities for improvment.

Development a plan for ensureing you and your loved one are living a life aligned to your highest values.

Strengthening Your Financial Foundation

Our Strengthening Your Financial Foundation webinar is about making sure your overall financial world is built on a solid foundation. In this webinar you will:

Learn about all the components of a solid foundation.

Learn about managing cash flows, budgets and establishing an emergency fund.

Learn about proper insurance coverages.

Learn about relevant estate planning documents.

Understanding Bitcoin

Our Understanding Bitcoin webinar provides an overview of crypto assets and how they fit into your overall financial situation. In this webinar you will:

Gain an understanding of crypto assets and blockchain technology.

Learn how to buy and sell this new asset class Learn what influences their value.

Learn how they could fit into your overall financial situation.

STRIVE Online Bootcamp

This webinar provides an overview of our STRIVE two week bootcamp.

During this two week online bootcamp, you’ll take control and win the battle for your limited resources. Built on a foundation of your most important goals, this course is designed to give you the tools to take control and detox your mind, body and money. 

New Year’s Manifesto

We’ve all made and broken New Year’s resolutions. That ends now. The New Year’s Manifesto workshop will guide you to start living the life you truly want! Through this live or on-demand workshop, you’ll clarify and crystallize your best life and put a plan together for making it happen.

Using First Principles

On this webinar, we talk about how to utilize first principle reasoning in every aspect of our lives and how this can benefit decision making.

Avoiding Holiday Relapses

On this webinar, we talk about how to be proactive about not breaking our positive financial, dietary and exercise habits during the holidays and what to do should it happen.

Increasing Your Mental Resilience

On this webinar, we talk about how to assess your current level of mental wellness and set goals for improving your overall mental and psychological wellbeing.

Increasing Your Physical Resilience

On this webinar, we talk about how to assess your current level of physical wellness and set goals for improving your exercise and nutrition habits.

Increasing Your Resilience

On this webinar, we talk about how to assess your current level of resilience in three key areas; financial, mental and physical.

Personal CFO 2

On this webinar, we go deeper into the concept of becoming the CFO of your life!

Personal CFO

On this webinar, we talk about what it means to be the CFO of your life and how to make it happen!

Navigating Corona

On this webinar, we talk about important financial considerations during the pandemic as well as an overview of the CARES Act.

Sources of Retirement Income

On this webinar, we talk about the primary sources of retirement income and how they respond to risk!

Risks in Retirement

On this webinar, we talk about the six primary risks we face when designing retirement income and how to manage them!

Framework for Success

On this webinar, we talk about they drivers of financially successful people!

Buying Stocks Online

On this webinar, we talk about how to buy stocks online and how they fit into your overall financial situation!

Year-End Tax Tips

On this webinar, we talk about important tax considerations for the rest of the year and beyond!

New Babies

On this webinar, we talk about the important things to keep in mind when expecting a new baby!

Envelope Budgeting System

On this webinar, we talk about how the envelope budgeting system works and the benefits it could have for you!

Robo-Advisors

On this webinar, we talk about the history of stock investing, active versus passive investing and the financial technology Robo-Advisors!

The Car Buying Process

On this webinar, we go over the steps and methods to successfully and affordably buy your next automobile!

Steps to Home Ownership

On this webinar, we go over the steps and parties involved in a home purchase!

Life Insurance Fundamentals

In this month’s webinar, we talked about determing the proper amount of coverage, the two primary types and how to actually obtain coverage.

Should I Pay Off Credit Cards or Start Saving

In this month’s webinar, we answer the most common Google personal finance query- Should I pay off debt or start saving?

Risk Tolerance, Asset Allocation and Target Date Funds

On this month’s webinar, we cover the topics of risk tolerance, asset allocation, target date funds and a strategy using target date funds and a “value” strategy.