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A Holistic Coaching & Investment Firm

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Events

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The American Dream Experience is a profound, powerful, and entertaining exploration of something that is often left undiscussed: your family's financial future. You may alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.

The American Dream Experience

July 21, 22 & 26, 2022

You will have the opportunity to:

  • Discover your true purpose for money and your life.

  • See what the Wall Street bullies cost you, and how to stop them.

  • Learn how to powerfully apply Nobel Prize-winning investment strategies that often remain hidden from public view.

  • Align your investing with your purpose and lay the groundwork to cultivate peace of mind throughout your lifetime with your investments.

  • Discover how investing works and be left with the knowledge to make powerful choices for you, your family, and the future.

A CSP Education Event:

Mortgage Optimization

June 1, 2022

What you don't know about your mortgage may cost you...

 

This is an opportunity for you to learn valuable information about how understanding your mortgage is one of the keys to securing your financial future.

 

Tune in and learn the answers to these questions:

  • How much should I put down?

  • When should I prepay principal?

  • Should I consider refinancing?

  • How can I maximize tax deductions?

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Financial Foundations

Next Start Date: September 2022

Introducing the Financial Foundations Lessons on Successful Money Management for Individuals, Families & Business Owners.

Our Financial Foundations course includes everything you should have learned in high school, college and more.

Through the proper optimization & understanding of your current financial condition you can be more secure in your financial future.

Coming Soon