Workshop Catalog

We believe that the most important thing we can do for our clients is to educate them on financial strategy and the all the pieces of it that can mean the difference between being financially secure and struggling.

Here is a sample of some of our more popular workshops which are offered throughout the year.  If you  would like me to speak for your group, please visit my speaker page.

source url Workshop-HomeBuyerHomebuyer Education Classes – Buying a home is far more than finding an agent, making an offer, providing a down payment, paying closing costs, and moving in. It is an enormous emotional and financial commitment that can affect every area of your financial life. We offer homebuyer education classes that are designed to provide aspiring homeowners the vital information they need to know to purchase a home of their own with the least amount of hassle and surprises possible. We cover topics such as:

  • what loan programs are available
  • what lenders are looking for
  • how much money is needed to close
  • the two approvals
  • the 4 Cs of borrowing
  • the role inflation plays in homeownership
  • how real estate acts as an inflation hedge
  • the tax benefits of owning a home
  • how waiting to buy can cost you
  • why you should own a home
  • the power of leverage
  • rental equivalency
  • sources of down payment
  • and more

Attendees leave the class more confident about the steps involved in purchasing a home and a clear understanding of the many things they should know before making that critical financial commitment.


see url workshop-creditcardsCredit & Credit Scoring Classes – Since their inception in the 1950s, credit scores have taken on a life of their own. Credit scores now play a major role in areas of your life you may not even be aware of such as:

  • Home financing
  • Automobile financing
  • Credit cards
  • Personal loans
  • Interest rates
  • Employment opportunities and promotions
  • Security clearance
  • Insurance premiums (home, auto, and health)
  • Utility premiums (gas & electric, water, and phone)

Our credit class pulls back the curtain and explains the purpose of a credit score, what affects a credit score, what doesn’t affect a credit score, how to improve your credit score, and how the monitor your credit score.


order celebrex canada workshop-REInvestInvestment Real Estate Classes – Buying investment real estate is one of many ways to develop an ongoing stream of income for today and into retirement. However, like most anything you do in life, there is a right way and a wrong way to do it. There is much you need to know before you decide to become a real estate investor and our investment real estate class was designed with that in mind. We cover topics such as:

  • What lenders are looking for
  • How much money is needed to close
  • The TOP 4 reason to own real estate as an investment
  • The TOP 7 mistakes to avoid
  • The business of real estate investment
  • The role inflation plays in investment real estate
  • Real estate as an inflation hedge
  • And more

Attendees leave the class more confident about the steps involved in becoming a real estate investor and a clear understanding of the many things they should know before making that critical financial commitment.