Tucson
520-529-4000

Scottsdale
480-480-8000

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.

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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.

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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.

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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.

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Investor Coaching

Dismantling Myths of Investing Workshop

Many investing myths exist and have the potential to destroy your investing peace of mind. During this workshop, learn about an empirically tested investing methodology designed to help you eliminate speculating and gambling with your financial future.

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American Dream Experience

The American Dream Experience is a breakthrough in financial education designed to be pitch-free, so you are left empowered to be at peace around money and your purpose. If you’re committed to creating a life of freedom for you and your family, you’ll benefit from The American Dream Experience.

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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.

Interested in an initial consultation?

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