Whether they’ve attend our private workshops or big seminars, our guests walk away with a wealth of beneficial information and valuable tools to help them take control of their investments and finances.


For the safety of our guests, we have decided to cancel all of our upcoming events until further notice. However, we do NOT want you to miss out on this very timely and important information, especially during this economic environment, so we are holding a webinar instead. In addition, once everything settles, we will invite you to our future live dinner events.

If you are interested in the Webinar, or would like to attend a future Dinner Event, or do BOTH, click here and let us know.

Thank you for understanding!


  • Step-by-Step Guide to Self-Publishing workshop
  • 17 Strategies/Tools That Could Save Your Business Over $100,000 in Spending
  • Facebook Advertising for Beginners
  • Video Marketing: How to Use Videos to Attract New Customers
  • How To Set Powerful Intentions To Make Way For Prosperity and Well-Being
  • Set Up Your eCommerce Store in a Weekend
  • How Public Relations Can Help Increase Your Revenue
  • Event Planning—Throw a Red Carpet Event in 10 Easy Steps
  • Trademarks & Copyrights for the Entrepreneur and Business Owner
  • How to Quickly and Easily Create Webpages (Landing Pages) to Help Increase Sales and/or Get Prospective Clients
  • How to Use LinkedIn for Business


  • “The Power of Choice” workshop
  • “Decluttering for a Stress-Free New Year and a New You!” workshop
  • “How to Reduce, Relieve and Manage Holiday Financial and Family Stress” workshop
  • “How to Live Like a Millionaire When You’re a Million Short” workshop
  • “Therapeutic Massage Techniques That Could Drastically Improve Your Health” workshop
  • Traveling Solo, Safe and Smart: Embrace the Journey
  • Holiday Style Guide
  • How To Use Social Media To Strengthen Friends and Family Connections


  • Social Security Strategies to Maximize Your Benefits!
  • The 2018 Tax Reform: Are You One of the Winners or Losers?
  • Annuity Basics 101 Workshop
  • Estate Planning Basics 101 Workshop
  • 5 Commonly Missed Tax Strategies That Can Potentially Save You Thousands
  • Retiring in Trump’s America: A Different Approach to Securing Your Financial Future
  • A Presentation on Tax, Estate and Retirement Income Planning
  • Annuities: Clarifying and Simplifying The Confusion Behind Them
  • Women-Only Event: How Can You Get Consistent Returns In Today’s New Economy?
  • The Stock Market: Are You Prepared For The Next Market Correction?
  • Long-Term Care: Planning To PROTECT Your Life Savings!
  • Annuities—What They Won’t Tell You!
  • Estate Planning Basics—Should You Have One?


Just Some Of Our Past Events

2019 Client Event

2015 Client Appreciation Event

2015 Allianz Event

2014 Client Appreciation Valentine Event

Client Cook-Off