
This powerful 60 minute session is built around the #1 Amazon Best Seller Keep the Keys™.
Designed for homeowners, homebuyers, real estate and mortgage professionals who serve them, this workshop will give you tools most real estate, mortgage, and tax conversations rarely cover.

Attendees can expect engaging discussions and presentations focused on practical strategies for real estate professionals and homeowners.
Because buying a home is just the beginning. Keeping it—through job loss, health challenges, or economic uncertainty—requires a different kind of plan. This workshop equips you with that plan and points you to the full playbook in Keep the Keys™.
Learn the most common pitfalls—from paying off your mortgage too fast to relying on trapped equity—that put families at risk of losing their homes.
Understand the 7 financial factors (Control, Liquidity, Access Cost, Rate of Return, Insurance Benefit, Tax Advantage, Yield Safety) that determine whether you can truly “keep the keys.”
Walk through a live self-assessment that reveals where you’re strong and where you’re vulnerable—so you know exactly what to improve.
Practical, easy-to-understand ways to protect your home, income, and legacy—without giving control to the bank or IRS.
Take the next step and dive deeper into strategies that will help you protect and grow what you’ve earned.
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