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)
Date: October 25, 2022 at 7:00 PM
Type: Live Class – Location: Zoom
Date: November 8, 2022 at 7:00 PM
Type: Live Class – Location: Zoom
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
TBD
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