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Course Outline


Learn How To

Over the past several years, we’ve observed thousands of investors, some very successful and others not so much. We’ve also spent countless hours studying some of the world’s most prosperous investors – from well-known individuals, Nobel Prize winning academics, and multi-billion dollar endowments and pension funds. The results of our findings have been astounding and the differences between the best investors and the rest are alarming.

This event is a culmination of these years of experience and research, and the collective knowledge of some of the top professionals in our industry, and those specifically with aviation and military backgrounds. Our goal is to share with individual investors in a non-threatening environment the facts about why most investor’s fail and simple ways they can be more effective. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.


Course Outline

Keys to Investing

You're a pilot. You're a reservist. You have families and loved ones to care for.  And the Investment decisions we make in preparation for life changes, activities and retirement are crucial.

  • Cashflow: Understanding why money matters and managing your cash flow are an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

  • Making sure your investments are working for you. How long must your money last?

  • Early retirement trends, inflation, prices and purchasing power


You’ve probably given a lot of thought to what your dream lifestyle and retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, it doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your financial goals.

  • TSP and 401(k)s

  • Cash accounts

  • Stocks / bonds

  • Mutual funds

  • Exchange traded funds (ETFs)

  • Trusts

  • Individually managed accounts

  • Tax-deferred annuities

  • Investment risk management strategies

Tax Management Strategies

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing.

  • Learn how to create tax free income from your 401K and IRAs

  • Learn the multi-step strategy to create tax free  income

  • How to reduce or eliminate the tax on your Social Security

  • Taxes and marginal tax rates

  • Eleven strategies to save money on taxes

  • Taxable investments

  • Capital gains income tax exclusion

  • Investments with tax advantages

Separating the Myths from the Truth of Investing

You or your guests won’t be asked to buy anything, but you will learn about the traditional investing myths most people believe, which may compel you to look further at how you are going to build your wealth into the future.

  • Why market timing doesn’t work

  • Why stock picking doesn’t work

  • Why an investment’s track record means nothing about how well it will do for you

  • The ‘big secret’ of what’s killing the return in your portfolio

  • How you can be a very successful investor without using these speculative methods

Risk Management & Asset Protection

Do you have a cash mitigation strategy in place? This section addresses strategies designed to protect you from a large financial loss prior to or during retirement. We will go into depth on what your risk tolerance is and why it’s so important.

  • Rebalancing your portfolio

  • Disability & life insurance

  • Health insurance and Medicare

  • Long-term care and insurance