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Realize Your Financial Potential

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

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The American Dream Experience

The American Dream Experience

2 Day Online Event and 1 Evening

Monday, June 14 and Tuesday, June 15, 2021
9:00am - 5:00pm Eastern Time
and the evening event on Thursday, June 17 6:00-9:00pm

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.

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.

You will be left empowered to be at choice around money and your purpose. Your family’s financial future is too important to miss out on this life altering event.

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

Solving the Social Security Puzzle

Did you know Social Security is actually an intergenerational concept that helps Americans of all ages? Social Security has the potential to be a key financial asset, yet too many American families fail to maximize their benefits.

Here are some family age guidelines:

  • Up to age 55, make sure your parents are properly planning for their Social Security
  • Ages 55 – 70 plan to make the most of your own Social Security benefits
  • Over 70, make sure your children are properly planning for their Social Security
  • In certain circumstances, families with a disabled child or children with a deceased parent may be eligible to receive benefits

Join us for Solving the Social Security Puzzle 
One Session Zoom Class
Wednesday, April 21 6:30pm-7:30pm ET

In the class you’ll learn:

  • Common mistakes you can make when filing
  • How Social Security benefits work for you and your spouse or partner
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement 

This class is ideal for you, members of your family, and family connections who want to maximize social security benefits in retirement, take an early retirement, or make more informed choices.

Reserve your spot today at 800-416-1655 or

Special Introduction to The American Dream Experience

Thursday, September 16, 2021
12:00pm-3:00pm ET

This Special Introduction to the American Dream Experience, hosted via Zoom, is where you may discover profound, life-altering conversations around economics and investing that are created in the American Dream Experience.

To register, please contact us at (800) 416-1655 or

Free Secure Document Shredding

Protect yourself from identity theft with this safe, secure opportunity to shred your most confidential documents. Due to COVID-19 please call us at (800) 416-1655 to schedule a drop-off.

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.

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