Broker Check

Realize Your Financial Potential

Many of our dreams require financial success to become a reality. These guided workshops and masterclasses are custom made for busy families who want clarity and confidence you're making the right financial choices.

Scroll Down and Get Started Today

Three Warning Signs You May Be Speculating and Gambling With Your Money

Three Warning Signs You May Be Speculating and Gambling With Your Money

When it comes to investing, there is no fast and easy solution. This class however, is an indispensable tool that can help you spot risky financial opportunities and be disciplined and prudent over a lifetime.

One Session Online Class
Wednesday, June 16 6:30pm-7:30pm ET

Sign up at (800) 416-1655 or hello@hiwealth.com

<strong>Investing Fundamentals We All Need To Know</strong>

Investing Fundamentals We All Need To Know

To become a smart investor, you need to understand a few basic investing terms and principles. Once you learn these basics you’ll feel more empowered.

In this class you’ll learn about some of the most important, and most frequently asked-about investing fundamentals.

One Session Online Class
Thursday, July 22 6:30pm-7:30pm ET

Sign up at (800) 416-1655 or hello@hiwealth.com.

Everything You Want To Know About Retirement Accounts

Everything You Want To Know About Retirement Accounts

You’ll learn about types of accounts – IRA, Roth IRA, 401(k), 403(b), Solo 401(k), benefits/differences between accounts, employer match, compounding, saving, using employer plan limited options, RMDs & qualified charitable rollovers, and what to avoid.

One Session Online Class
Wednesday, August 18 6:30pm-7:30pm ET

Sign up at (800) 416-1655 or hello@hiwealth.com

<b>Separating Investing and Financial Myths from Truth</b>

Separating Investing and Financial Myths from Truth

When it comes to investing, big opinions, common misconceptions and outright misinformation is widespread. Being able to separate fact from fiction can potentially help you avoid costly mistakes that can wreak havoc on your financial portfolio.

In this class you’ll learn about some of the most important, and most frequently asked-about myths of investing. 

One Session Online Class
Wednesday, September 15 6:30pm-7:30pm ET or

Sign up at (800) 416-1655 or hello@hiwealth.com.



The American Dream Experience

The American Dream Experience

When you attend the American Dream Experience, you'll engage in a profound exploration of your family's financial future.

Unlike any financial training, this is your opportunity to discover what investing really is, how it works, and how it can fulfill on your purpose for your life.

You will have the opportunity, over two days to alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.

Two Day Online Event and One Evening

Thursday, October 7, & Friday, October 8 12 noon - 8:00pm ET
and evening event, Monday, October 11 6:00-9:00pm ET

JOIN US FOR AN EVENT THAT COULD CHANGE YOUR LIFE.

If you’re committed to creating a life of freedom for you and your family, you’ll benefit from The American Dream Experience. It’s a breakthrough in financial education we designed to be pitch free, so you walk out with the tools to cultivate your financial future whether you invest with us or not. 

If you’re ready to reclaim your American Dream, contact us to register today at (800) 416-1655, or hello@hiwealth.com.

Medicare 101

Medicare 101

Learn how Medicare works, types of coverage, how you can buffer your risk, how to compare plans, major differences in plans, low-cost variations, and what you must know before buying a Medicare supplement plan.

One Session Online Class
Wednesday, October 20 6:30pm-7:30pm ET 

Sign up at (800) 416-1655 or hello@hiwealth.com.


<b>Estate Planning: Pass More Money to Family and Charity; Pay Less in Taxes</b>

Estate Planning: Pass More Money to Family and Charity; Pay Less in Taxes

Learn about estate planning basics: Will, POA, Living Will, Healthcare Proxy, Trusts, when to use a Revocable Trust, im-portance of Beneficiary Designations (TOD and retirement accounts).

See how you can use charity to leave more to family and double the impact of your retirement accounts. 

One Session Online Class
Wednesday, November 17 6:30pm-7:30pm ET 

Sign up at (800) 416-1655 or hello@hiwealth.com.

<b>Separating Investing and Financial Myths from Truth</b>

Separating Investing and Financial Myths from Truth

When it comes to investing, big opinions, common misconceptions and outright misinformation is widespread. Being able to separate fact from fiction can potentially help you avoid costly mistakes that can wreak havoc on your financial portfolio.

In this class you’ll learn about some of the most important, and most frequently asked-about myths of investing. 

One Session Online Class
Wednesday, December 15 6:30pm-7:30pm ET

Sign up at (800) 416-1655 or hello@hiwealth.com.



Free Secure Document Shredding

Free Secure Document Shredding

Protect yourself from identity theft with this safe, secure opportunity to shred your most confidential documents. 

Bring up to 5 file size boxes of papers and documents for FREE confidential shredding by ProShred Security. Simply drop your documents off at our Wethersfield, CT office during regular business hours to be stored in a secure container for monthly shredding.

Please call us at (800) 416-1655 or email hello@hiwealth.com to schedule a drop-off.

Have a Question or Want To Book a Class for Your Club or Group?

Thank you!
Oops!