A roadmap to a purposeful retirement is a profound and powerful exploration of your families financial future. This is an opportunity to discover what investing is, how it works, and how it can fulfill on your purpose for life.

This 4 week event runs each Tuesday evening 7-9 pm from September 10 - October 1, 2019

Location in Jupiter TBD

Session 1
Discovering Your True Purpose for your American Dream - You will explore what is most important for you to fulfill on to say you have lived your life without regrets.

Session 2
​The 5 Discoveries - Discover for yourself what investing has been known as in the world, why it’s so destructive and how you can avoid these pitfalls.  

Session 3
The 7 Declarations - Discover a whole new world of investing that does not rely on speculating and gambling. Declare for yourself, your commitment to utilizing what Nobel-Prize winning academics teach us about investing.

Session 4
MRI - Take a peek inside what the average investor’s portfolio looks like. Armed with the tools you’ve gained from the previous sessions you will be able to see clearly what destructive investing tactics investors are actually doing and what’s missing.

You will be left with an opportunity for your own MRI. The review will take a deep look into what YOU are doing or not doing and give you the opportunity boldly choose what you want to do going forward and satisfied with the process that lead to your decision.