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.
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