Masterclasses

Learn how to make smarter money decisions from serial entrepreneur and financial planner, Tom Martin

LIVE WEBINAR

How to Pay for College (2022/23 Academic Year)

Our mission is to level the playing field between your family and college. In this webinar, we’ll go into what drives your college price tag, and how to maximize financial aid, regardless of your income.

Type: Live Class – Location: Zoom
Date: June 29, 2022 at 7:00 PM

Retirement Readiness Series

LIVE WEBINAR

Maximizing Your Social Security (Rules for 2022)

How to Pay for College is a deep dive into what colleges are looking at in your tax returns when they come up with your family’s unique college price tag. Whether your a high-income family, make a modest living, or have a gifted student, we will share strategies to help you cherry-pick the schools willing to give you the most financial aid, while avoiding the ones leading to the most amount of debt.

Type: Live Class – Location: Zoom
Date: Tuesday, July 5, 2022, at 7:00 PM

ON-DEMAND

Managing Your Wealth in a Post-Covid World (Volatility+, Interest Rate+, Inflation+)

For long-term financial security that lasts through retirement, or generations in the case of wealthy families, it is essential to transition from a Wealth Accumulation phase to a new phase in which they focus on the Preservation and Growth of Mature Wealth.

Type: On-Demand – Location: Zoom

Make progress with your money.

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