Realize your financial potential

Join 1300+ investors who are actively inspiring new possibilities for their future.

Invested with Purpose-logofinal

Create the future you imagine. Feel confident about money. Worry less.

InvestED with Purpose is a transformational investing workshop and step-by-step guide to your future financial success.

The conversations you'll enjoy in this session will empower you to make more informed choices and live life more fully.

Take ownership of your financial decisions, feel confident aligning your money with your true purpose in life, see how to reduce risk, and increase potential investment returns.

Dream-Big-Hammond-IlesDownload the InvestED with Purpose Booklet

July Three Session Zoom Workshop

Sign up for this session by Friday July 17, 2020 and explore the possibilities

Day 1: Tuesday 7/28 6:30pm-8:30pm Eastern time
6:30pm Welcome & important overview
Discover Your True Purpose for Money
Intro to Mind Over Money

Day 2: Wednesday 7/29 6:30pm-8:30pm Eastern time
6:30pm Important overview
Mind Over Money
5 Investing Discoveries

Day 3: Thursday 7/30 6:30pm-8:30pm Eastern time
6:30pm Important overview
7 Investor Portfolio Declarations
20 Must Answer Investing Questions
Portfolio MRI

To sign up and get a secure link to join the workshop and receive your materials and workbooks, click the 'Explore Now' button below OR contact (800) 416-1655 or

Explore Now


IMG_4908 (2)One Session Zoom + Live Workshop

This workshop is currently planned as a live event + a one-session Zoom workshop, but will be changed to online only if required for health and safety reasons.

Both Zoom and live session runs 8:30am to 4:00pm.  The live event includes healthy breakfast and lunch, workbooks and presentations. The meeting space has plenty of space and windows that open to fresh air.

If you sign up for Zoom, you'll receive your materials and workbooks via UPS. 

Fri Sep 11
8:30am - 4:30pm Eastern time

Keeney Cultural Center, 200 Main Street, Wethersfield, CT 06109

Sign up for September at (800) 416-1655 or


Life goes by fast...

If only we had a way to grow our money so we can do what matters most to us.

That's why we invest.

But learning how to invest for higher returns comes with unwise choices and disconnected online tutorials.

So, we've made it our mission to educate investors. 

Our guided sessions are custom made for busy people who want clarity and confidence they are making the best financial choices for their future: in as little as 1 hour per month—and effortlessly applied to everyday life.

Scroll Down and Get Started With A Free Course


phone call

Economic Update Conference Call

Get a quick update on what’s happening with the economy and the financial markets so you are in the know about what your investments are doing and why.
Sign up for one, or the entire series at or (800) 416-1655. We'll send you an email with details on how to join the call.

Tue Sept 1 12:30-1:00pm Eastern time 
Mon Dec 1 12:30-1:00pm Eastern time


Master Your Money, Slay Your Money Demons 

Identify the traps, cultural mindsets and money demons that can hold you or your family back from the kind of financial success you seek. Unleash your power to leave the past behind and design an inspiring future.

Wed Aug 5
One Session Zoom Workshop
10:30-11:30am Eastern time

Wed Nov 4
One Session Zoom Workshop 

6:30-7:30pm Eastern time

Sign up today at (800) 416-1655 or

Photo by Mike Marques at the Money Demons Master Your Money Fathom Sip Session

OMG Global Financial Armageddon

How has the market responded during different administrations?  Republican? Democrat? How about tax law changes? Increasing income taxes? Increasing Capital Gains Rates? What about the effect of recessions? We’ll talk about this and more!

One Session Zoom Workshop  
Wed Sept 16
6:30-7:30 PM Eastern time

One Session Zoom Workshop 
Wed Oct 21
6:30-7:30 PM Eastern time

Sign up at (800) 416-1655 or

Investing Success: Secure Your Future


Do I have to outsmart the market to be a successful investor?

Learn what's involved in getting potential market rate investment returns and get clarity on the 20 Must-Answer Investing Questions.

One Session Zoom Workshop
Tue Nov 17 
6:30-7:30pm Eastern time

Reserve your spot today at (800) 416-1655 or

American Dream Experience

Two Day Summit
The American Dream Experience brings people together around a purpose that is far greater than money. 

The American Dream Experience is an uplifting and empowering exploration of something we often don’t talk about: our purpose for life and our family’s financial future.

Engage in a masterful exploration of what investing is, what it's not, how it works, and how it can help you fulfill on your purpose for life.

 Gain confidence and peace of mind about your finances

 Reconnect with what you dream of having out of life and create a new mindset to pursue it

 Rediscover and realize your own unique version of the American Dream

Vermont October 1 & 2, Two Day Summit
Currently planned as a live event, subject to change. Enjoy an autumn retreat with exceptional education, healthy food, and an authentic local experience.

Day 1: Thursday 10/1 8:30am-5:00pm
Day 2: Friday 10/2 8:30am-5pm
Hotel Vermont, 41 Cherry Street, Burlington, VT 05401

Sign up for 10/1 & 2 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.

Any time of the year, 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.

Click here for suggested document retention time guidelines.

5 of the Greatest Wealth Creation Strategies

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