What you learn this summer will change the trajectory of your family's future. If you've been looking for answers in this realm, you're in the right place.

 

Topics we'll cover:

• Your Financial Junk Drawer

• Your Money Mindset (your relationship to money)

• Life Insurance + Living Benefits (for terminal, chronic, critical illness or critical injury)

• Retirement

• Taxes

• Estate Planning

• Planning for your kids - go beyond 529s

• How to partner with your partner on all of this

• How to keep the money you've made and not lose it

• How to make money on your money without market risk

• How all of these moving pieces work together - taxes, insurance, retirement, finances, estate planning, generational wealth - oh my!

• And much more

 

What you'll walk away with:

• More knowledge than 97% of people on the planet on these topics

• A new community of women experiencing similar concerns, goals and dreams that you can connect with into the future

• Being firmly on the path to achieving your financial goals, with a solid plan and a support team – the start of your own financial upgrade

• ​Feeling educated and empowered to guide your family into the future

 

8-Week Tuition is $1000. Choose your own adventure:

• Option One: $400 deposit to reserve your spot and then $200 at weeks 1, 3, and 5 

• Option Two: 10% off if you pay the full tuition upfront (pay $900 / save $100)

• BONUS: Receive your entire tuition back if you move forward with a policy for your family

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​100% Money Back Guarantee. Further, if you don't receive the value you thought you would, we'll refund your tuition in full, no questions asked.