Financial Freedom Virtual Summit
July 2nd Live Stream
10 AM - 4PM ET

Financial Freedom Virtual Summit July 2nd Live Stream 10 AM - 4PM ET

Build Your Financial Freedom Plan with This Easy to Follow Program

Learn from professionals and answer your questions about topics like: Investing, Budgeting, Planning, Retirement, Taxes, Estate and More ...

Financial Freedom Summit
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Build your Freedom Plan while watching the Presentation 4 Lessons & Access to the Presentation Slides

Build Freedom For Yourself

Join us in the first annual Financial Freedom Virtual Summit. Learn from licensed experts, network with other attendees and start building your plan to achieve Financial Freedom. Take control of your finances by building a plan and connecting with advisors and coaches who can help you to execute it.

Learn with the best technology at the Financial Freedom Summit

Build your Freedom Plan with an easy to use app that does the work for you and connects you with the speakers live at the event. Use it on your desktop and Apple or Android device.

Learn From Experts

Join us in 10+ sessions led by some of the best financial minds in the industry.


Whether you want to meet with a friend or an expert, you'll be in good company

Build a Plan

Take action on the information discussed using Pocket Plan to build your financial plan.

Financial Freedom Summit Guide

Watch it all or just the videos that most interest you

On Demand

60 minutes  Financial Freedom in 2020 (Introduction & Overview)

60 minutes  Making Your Taxes Work For You (Tax Planning)

60 minutes  Saving for Your Freedom Plan (Retirement Plans)

60 minutes  Build a 5 Star Investment Portfolio (Choosing Investments)

60 minutes  How to Create Generational Wealth in America (Estate Planning)


Financial Freedom Summit Speakers

Nathan Garcia, CFP ®

Founder at Pocket Planner Inc.

Subject: 3 Steps to Building Your Freedom Plan.

Nathan Garcia CFP

Ken Jefferson

Associate at Ivins, Phillips & Barker Washington, District Of Columbia.

Subject: How to Create Generational Wealth in America.

Financial Freedom Summit

Build Your Financial Freedom Plan With Tools Like

Cash Management

Understand how to align your budget with your goals effortlessly


Learn how to build an investment portfolio for you and your children

Financial Planning

Set goals that can improve your life and fulfillment

Build a Freedom Plan that can help you accomplish your goals

Get Organized

Gather the right information in minutes using a safe & simple process. Get control over your finances quickly by placing your documents in a single portal with secure access. 

Get Help

Connect with a specialist for help with questions about your situation. Whether you’re looking for a second opinion or want help on a long term basis you’ll have access to a network of licensed professionals. 

See What Success Looks Like

Model your desired outcome and the steps to get there. Try different techniques to reach your goal so that you know your options and choose what you’re most comfortable with. 

Secure Data Connection

Use industry leading encryption and protection to keep your financial information well protected. 

Track Your Progress

Print a Net Worth, Cash Flow, Investment or Retirement report in minutes. Easily share these reports with your advisor or print them for your personal records. 

View Your Results in Minutes

Connect your financial accounts by just logging in.Your financial plan is built on your actual information like your budget and account balances, instead of hypothetical information that may not be accurate. 

An engaging event that makes money fun

Leave the Financial Freedom summit with a plan to meet your goals. During each live stream session you’ll see how you can implement the advice in minutes. To help you further, you’ll be able to text questions during each session and even connect directly with the speaker to answer your questions during or after the event.

Build the roadmap to your future in minutes

Continue your growth towards your goals by taking your plan with you after the event. Use the Freedom Plan to keep track of your progress and financial well being. Each attendee will receive a complimentary Freedom Plan for attending.

Secure your family with peace of mind

Preview what your legacy could be with a look at your finances until age 86. Learn from our Use your Freedom Plan to map the impact of saving and spending over time. You can use this information to help plan for the well being of your family

Make your future more abundant

Take control of your finances by collaborating with specialists who offer more than just wisdom. You’ll have a direct access to speak or work with them in the future.

An experience like none other

An interactive experience that allows you to come with nothing and leave with a plan and clear instructions. Each 45 minute session includes PDF worksheets and a live chat.

2020 Financial Freedom Summit

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