Events and Education

We invite you to explore and learn about various topics to help you and your loved ones make informed decisions for your family’s well-being.

Event Registration

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Estate Planning

Wills, Trusts, and Medicaid Workshop

In our workshop, you will learn the importance of a well-structured estate plan to prevent unnecessary court interference, taxes, and family turmoil.

How to Pay for Long-Term Care Without Going Broke Workshop

Many individuals and families need guidance on resources available to them to pay for Long-Term Care. In this workshop, you can discover what options may be available to you with proper planning.

Estate Administration

Trustee School Workshop

It can be challenging to know what steps to take after a loved one is no longer able to handle their affairs or has passed away. Trustee School was designed to help you understand the responsibilities of a Successor Trustee.

Investor Coaching

Dismantling Myths of Investing Workshop

Do stock picking, market timing, and track-record investing work? In this workshop, we explore myths of investing that can destroy your peace of mind. Learn about an empirically tested investing methodology, based on academic investing principles, to help you eliminate speculating and gambling with your financial future.

The American Dream Experience

The American Dream Experience is a breakthrough in financial education, designed to leave you empowered to be at peace around money and your purpose. Discover for yourself what investing is, how it works, and how it can help you fulfill on your American Dream.

The American Dream Experience presentation is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included In the American Dream Experience is intended to imply that the approach to investing espoused in this presentation will assure any particular investment results. All investing involves risks and costs. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.