Live on-line courses, monthly coaching and mentoring are conducted using various webinar software and voice communication. High speed internet access with either a speaker phone (U.S. & Canada only) or voice communication through internet (worldwide) are required. There are no extra fees or costs to the participants.
Live sessions are scheduled based on the availability of participants. Workbook and all necessary material are mailed in advanced.
If you are interested in registering for any of the current available courses and services please contact us via e-mail. Registration instructions will be provided by e-mail.
For complete course details please click here.
All prices are per person or couple (in US Dollars) and may change without advanced notice
- ABCs of Wealth Workshop $249
A 4 hour workshop which includes the following 7 modules.
- Riding the Financial Waves
|
- Managing Wealth
|
- Human Potentials
|
- Credit System
|
- Decision Making
|
- Sharing Wealth
|
- Goals & Objectives
|
|
- Ongoing coaching & mentoring*
Monthly support: up to 1 hour of one-on-one consultation and unlimited e-mail support in the areas of setting goals, making decisions, budgeting, and managing credit (building, maintaining and repairing credit).
- Monthly
|
$75 |
- 5 month Wealth Passport
|
$299 (33% discount) |
- 10 month Wealth Passport
|
$499 (44% discount) |
- Investors Workshop* $249
A 4 hour workshop which includes the following 5 modules.
- Career Evolution
|
- Buying a Home
|
- Liabilities, Assets, Investments
|
- Loans & Mortgages
|
- Investing
|
- Individual Modules* $75
Each module is approximately one hour
- Managing Expenses
|
- Starting a Business
|
- Perfect Credit
|
- Investing
|
- Career Evolution
|
- Buying a Home
|
- Retirement
|
- Loans & Mortgages
|
- Liabilities, Assets, Investments
|
- Art of Negotiation
|
- Estate Planning
|
- Advanced Wealth Management
|
- Reducing Taxes
|
- Life Insurance
|
- Wealth Passports*
Pick and chose any of the individual modules. You can also use your Passports for monthly coaching & mentoring. There is no time limit on the passports.
- Level one (5 modules)
|
$299 (33% discount) |
- Level two (10 modules)
|
$499 (44% discount) |
- Group Discounts
Discounts are available for groups of 6 or more individuals. Schedule and locations are flexible to the group's needs. Corporate group rates are also available. Plesae contact our office for details
Couples and partners are strongly encouraged to attend as a team.
* ABCs of Wealth workshop is a prerequisite for all other workshops and individual modules.
|