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ABOUT US

Meet the Founder

Michael Lucas, a Mental Health Researcher and Clinical Psychotherapist, is passionate about helping individuals navigate life's challenges. With a commitment to community well-being, Michael facilitates our seminars to ensure everyone has access to essential knowledge and support. You're in the right place, and we invite you to take the next step toward empowerment.

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Our Mission

We are dedicated to empowering individuals and families by enhancing financial literacy and promoting personal development. Our goal is to provide free educational seminars that equip participants with the knowledge they need to make informed decisions about retirement, financial planning, and personal growth.

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Our Approach

Our approach combines expert-led seminars on retirement financial awareness—including Medicare, Social Security, investments, and tax strategies—with seminars focused on personal development and psychological tools. We offer these programs in various formats, including in-person and virtual sessions, to reach a broader audience.

What We Believe

We are dedicated to empowering individuals and families by enhancing financial literacy and promoting personal development. Our goal is to provide free educational seminars that equip participants with the knowledge they need to make informed decisions about retirement, financial planning, and personal growth.

CEO

"Michael Lucas"

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Retirement financial awareness

  • What types of seminars do you offer?
    We offer two main types of seminars: Retirement Financial Awareness (covering Medicare, Social Security, investment strategies, and tax planning) we can also add a secondary focus on Personal Development (focused on mental health, self-esteem, and personal growth).
  • Are your seminars really free?
    Yes, all of our educational seminars are completely free of charge. We believe in empowering individuals and families without financial barriers. They are underwritten by Financial services firms who agree to cover expenses to ensure attendees have no expense. The underwriting firm may be identified in the seminar but there is no further cost or obligation to meet or use the firm in any additional manner.
  • Who leads the seminars?
    The seminars are facilitated by Michael Lucas, a Mental Health Researcher and Clinical Psychotherapist, and are taught by experts in the fields of finance and personal development.
  • Can I attend a seminar virtually?
    Absolutely! We offer our seminars in both in-person and virtual formats to ensure accessibility for a wider audience. Both formats have opportunities for additional follow up information and tools shared to prepare for your retirement journey
  • How can I get involved with your organization?
    You can participate in our seminars, host an event in your community or in your business. Of course you are welcome to support our mission through volunteering or donations, although we have very generous underwriting from our financial services experts. Check our website for upcoming events and more information.
  • What kind of feedback have you received from participants?
    Participants have shared overwhelmingly positive feedback, noting how our workshops have transformed their understanding of financial management and personal development. Many organizations that host our seminars choose to schedule additional sessions due to this positive response.

Seminars for Personal development

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Feedback and Growth

The feedback we receive from participants is overwhelmingly positive. Many attendees express how our workshops have transformed their understanding of financial management and personal development. As a result, nearly all host organizations choose to schedule additional sessions.

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Join Us in Making a Difference

We invite you to be a part of our mission. Whether you’re looking to attend a seminar, host an event, or support our efforts through volunteering or donations, together we can create lasting change in the lives of individuals and families seeking knowledge and empowerment.

LET'S GET IN TOUCH

Get in touch so we can start working together

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17840 Mound Road

Suite E

Cypress 77433

 2025 All Rights Reserved

The information provided is for educational and information purposes only.  Not to be construed or intepreted as legal, medical, or financial advice.  Please contact a licensed professional to look at your individual situation.

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