Absolutely not. This webinar is all about delivering valuable insights and actionable strategies tailored to help you achieve your financial goals. We’re here to provide you with expert knowledge and tools that empower you to make informed decisions about your financial future.

While we do offer services that can further support your financial journey, the primary focus of this webinar is education and empowerment. Our mission is to ensure you walk away with a deeper understanding of financial strategies and how they can be applied to enhance your life. If you’re interested in exploring further support options afterward, we’re here to discuss that with you, but there’s no obligation or sales pitch during the webinar itself.

This session is designed to add value and inspire confidence in managing your finances, whether you choose to work with us or not. Our goal is to equip you with the knowledge to navigate your financial future with clarity and purpose.

Josh is our star presenter and a passionate advocate for advisors and professionals in the financial industry. He is an awarded public servant, Army combat veteran, and financial advisor with a wealth of experience and an unwavering commitment to empowering others. He geeks out on creating engaging content that educates and inspires. Josh's deep understanding of financial strategies, combined with his dynamic presentation style, makes him the perfect person to lead this webinar.

At our firm, we’re all aligned with the beliefs and vision taught to the audience. We share his commitment to delivering value and supporting financial professionals at every stage of their journey. Josh is presenting because he embodies our core values and has a proven track record of empowering others to achieve their goals.

During many stages of the registration and follow up processes you'll have ample opportunity to input your preferred financial advisor or professional's name. 

If you haven't selected one already, we'll use the information you provide us to help determine which advisor or professional may be the best fit for you. Rest assured, our commitment is for your success.

We'll find the right match even if we have to go through every person at our firm to find it for you.

Nope! This webinar is completely complimentary. We believe in providing valuable knowledge and insights without any cost barriers. Our goal is to share information that can help you advance your financial understanding and make informed decisions without having to worry about a price tag. This is an opportunity for you to learn and grow, and we’re excited to offer it at no charge. If you decide to move forward with our services you may discuss that directly with your advisor.