Seminars
Free. Monthly. Open to everyone.
An evening of plain-English financial education in the Upstate. Bring a friend, bring your questions.
What you'll walk away with
One evening. Real clarity.
Each month covers one topic about time, money, and freedom. Recent topic: Time, Money and Freedom: Building a Life That Works on Your Terms.
- How money really grows, and what quietly slows it down
- The habits that separate savers from strugglers
- A simple framework for time, money, and freedom
- Answers to your questions, with no sales pressure
Who it's for
Anyone who earns, spends, or saves.
Students
Start with habits most adults wish they'd learned early.
Parents
Plan for your kids while still planning for yourself.
Business owners
See how owners keep more of what the business earns.
Retirees & near-retirees
Turn a lifetime of saving into income you can count on.
Start here
Prefer to talk one on one?
Book a free 30-minute intro conversation instead.