Ongoing Education That
Empowers Your Wealth Journey
Wealth-building video education, live broadcasts, training products, and coaching
Our Educational Philosophy
Financial literacy empowers better decisions
Financial Literacy
Empowers Decisions
The more you understand about money, investing, taxes, and retirement planning, the better decisions you'll make. We believe in educating first, selling second—when you understand the "why" behind our strategies, you'll have confidence in the plan.
Ongoing Learning
vs. One-Time Education
Financial planning isn't a "one and done" event. Markets change, tax laws evolve, and your life circumstances shift. Our continuous education model keeps you informed and adaptable, ensuring your strategy stays relevant year after year.
Community
Approach
Learning alongside others facing similar financial challenges creates accountability, perspective, and support. Our community of lifelong learners shares insights, asks questions, and grows together.
Why Education Matters
❌ Without Financial Education
- • Reactive decisions driven by fear or greed
- • Over-reliance on advisors without understanding "why"
- • Missed opportunities due to lack of awareness
- • Susceptibility to bad advice or scams
- • Anxiety and uncertainty about financial future
✅ With Financial Education
- • Confident, informed decision-making
- • True partnership with your advisor
- • Ability to recognize and seize opportunities
- • Protection against predatory schemes
- • Peace of mind and clarity about your plan
What You Get
Comprehensive education and coaching resources
Video Education Library
100+ educational videos from basics to advanced strategies
📚 What's in the Library
- •100+ Videos: From 5-minute basics to 60-minute deep dives
- •Topics from Basics to Advanced: Start with fundamentals or jump to complex strategies
- •New Content Monthly: Fresh videos on current topics, tax changes, market conditions
- •Searchable & Organized: Find exactly what you need by topic, difficulty, or length
🌟 Popular Video Series
Retirement Income Mastery
10-part series on building lifetime income
Tax Savings Blueprint
8-part series on strategic tax planning
Investment Essentials
12-part series on portfolio construction
Live Broadcasts
Monthly webinars, market updates, and Q&A sessions
📅 Monthly Webinars
Join us live on the first Wednesday of each month for structured training on timely topics:
- • Roth conversion strategies
- • Social Security optimization
- • Real estate in retirement
- • Estate planning fundamentals
- • Market outlook and positioning
💬 Live Q&A Sessions
Ask questions in real-time and get expert answers:
- • Submit questions in advance
- • Live chat during broadcasts
- • Recorded for on-demand viewing
- • Access to expert panel
📈 Market Updates
Quarterly market commentary and outlook sessions to keep you informed on economic trends, Fed policy, inflation, and how market conditions affect your strategy.
🎯 Strategy Deep Dives
Extended sessions (60-90 minutes) dedicated to complex topics like IncomeForever™ implementation, advanced tax strategies, or multi-generational planning.
Training Products
Structured courses with workbooks, implementation tools, and step-by-step guidance
- →The Retirement Income Blueprint: Complete course on building lifetime income
- →Tax Savings Masterclass: Workbook-driven tax planning system
- →Portfolio Design Workshop: DIY portfolio construction guide
- →Estate Planning Essentials: Actionable checklist and document templates
Coaching Subscriptions
Direct access to advisors through group and individual coaching
- →Group Coaching Calls: Monthly small-group sessions (10-15 people) for Q&A and accountability
- →Private Community Access: Members-only forum for discussions and networking
- →Direct Advisor Access: Email questions to advisors with 48-hour response guarantee
- →Implementation Support: Help applying strategies to your unique situation
Content Categories
Topics covering every aspect of wealth management
Investment Fundamentals
Asset allocation, diversification, index funds vs. active management, rebalancing, risk management
25+ videos • Beginner to Intermediate
Retirement Income Strategies
IncomeForever™ deep dives, annuities, Social Security, 4% rule, Roth conversions, sequence of returns risk
30+ videos • Intermediate to Advanced
Tax Planning
Tax-loss harvesting, Roth conversions, QBI deduction, capital gains strategies, RMD management
20+ videos • Intermediate to Advanced
Estate Planning Basics
Wills, trusts, beneficiary designations, legacy planning, charitable giving, avoiding probate
15+ videos • Beginner to Intermediate
Insurance Strategies
Life insurance, IUL/MPI strategies, annuities, long-term care, disability income protection
18+ videos • Beginner to Advanced
Market Commentary
Economic outlook, Fed policy analysis, inflation trends, market cycles, investment opportunities
Updated Monthly • All Levels
Success Stories
How education transformed clients' financial lives
"The video library saved me thousands. I learned about Roth conversions through the tax planning series and implemented the strategy with my advisor. Over 10 years, this will save me $100K+."
— Jennifer M., Age 62
Gold Member, 2 years
"I used to feel overwhelmed by financial decisions. After 6 months in the coaching program, I understand exactly what I'm doing and why. The peace of mind is priceless."
— Robert T., Age 58
Platinum Member, 1 year
"The monthly webinars keep me informed and engaged. I've learned more in one year than I did in 20 years of 'traditional' financial planning. This is what education should be."
— Lisa K., Age 55
Silver Member, 3 years
Membership Tiers
Choose the level of access that fits your needs
Free
Get started with limited access
- ✓Access to 10 intro videos
- ✓Monthly newsletter
- ✓Free market commentary
Silver
Full library + monthly webinars
- ✓100+ video library
- ✓Monthly live webinars
- ✓Recorded Q&A sessions
- ✓Quarterly market updates
- ✓Downloadable workbooks
Gold
Silver + group coaching
- ✓Everything in Silver
- ✓Monthly group coaching calls
- ✓Private community forum
- ✓Email access to advisors (48hr response)
- ✓Advanced training courses
Platinum
Gold + 1-on-1 coaching
- ✓Everything in Gold
- ✓Quarterly 1-on-1 coaching calls
- ✓Priority email & phone support
- ✓Custom strategy implementation
- ✓Exclusive VIP events & workshops
All paid memberships include a 14-day free trial. Cancel anytime, no questions asked.
🎁 Special Offer: Financial planning clients receive Gold membership free as part of their planning engagement.
Ready to Start Learning?
Join thousands of informed investors building wealth through education.