Crafted by accredited industry experts, financial professionals, and CPAs, offering comprehensive financial knowledge, tax strategies, and wealth-building secrets.
Our Amazing Class Line Up
Shortcut Class: Discover Financial Freedom
Dates:
Duration: 1 Hour
Cost: $19.99
Uncover the fastest ways to:
- Pay off debt
- Create a stress-free budget
- Plan for vacations and gifts
- Build wealth with powerful habits
Gain exclusive tools to manage your financial future with ease. Take control of your finances and achieve your goals faster!

Trailblazer Series: Build a Pathway to Financial Independence
Dates:
January
Jan. 27, 29, Feb. 3, 5, 10 12 pm PST
Jan. 28, 30, Feb. 4, 6, 11 3 pm PST
February
Feb. 5, 7, 12, 14, 19 5:30 pm PST
Feb. 17, 19, 24, 26, March 3 11 am PST
Feb. 22-23 10 am -1 pm PST (Note: this is a 2-Day Intensive)
March
March 4, 6, 11, 13, 18 6 pm PST
March 19, 21, 26, 28, April 2 4 pm PST
Duration: 5 Classes
Cost: $1,200
(Financial assistance is available—please inquire during the Introduction Call.)
This 5-part online series offers a hands-on approach to mastering your finances.
What You'll Gain:
- A simple Will or Trust (Trust for CA residents only, valued at $600–$3,000)
- An investment portfolio (valued at $550/hr with a fee-based advisor)
- A working budget
- Family protection strategies (valued at $550/hr with a fee-based advisor)
- Skills to read and select investments (valued at $550/hr with a fee-based advisor)

Class Breakdown
Class 1: Accelerate Your Financial Independence!
Learn financial mechanics, estate planning basics, and the impact of taxes on income and investments.
Class 2: Set the GPS - Retirement!
Understand how indexes like the S&P 500 work, and explore various retirement options to get back on track toward financial freedom.
Class 3: Take the Shortcut
Discover tax loopholes, budgeting hacks, credit tips, and industry transparency. Master Beta, Standard Deviation, and portfolio growth strategies.
Class 4: Gear Up for a Smooth Ride!
Understand investment accounts, insurance as a wealth-building tool, and strategies like Buy-Sell agreements to protect your family and business.
Class 5: Chart Your Future's Course
Explore alternative investments, safeguard your assets, and learn to navigate Wills vs. Trusts to secure your financial future.

What to Expect
- Interactive Learning: Engage in dynamic, live sessions with seasoned financial professionals.
- Foundational Knowledge: Build a strong base in financial literacy to adapt to ever-evolving financial landscapes.
- Practical Insights: Gain tools and strategies to confidently navigate your financial journey.
By the end of these classes, you’ll have the skills, knowledge, and confidence to take charge of your financial future.
