Real strategies. Real educators. Real peace of mind.
Daily live training in retirement, tax-aware income, and licensed-agent professional growth — built on twenty years of trusted advisory work at Peace of Mind Wealth Management.
Live, every day
Interactive sessions across three time zones, with live Q&A and follow-up consultation — not pre-recorded videos.
Licensed educators
Every speaker is an active wealth advisor or licensed insurance professional, not a marketer reading a script.
Real outcomes
Members move from license to first close, and from first client to scale — with a roadmap, not a guess.
A new home for a long-trusted brand.
POM365 is the digital training arm of Peace of Mind Wealth Management, LLC — a California advisory firm serving clinic owners, professionals, and licensed agents since the early 2000s. Same advisors. Same values. New, scalable platform.
- Two decades of in-the-room advisory experience
- Bilingual content (English + 中文) by design
- Compliant, recorded, audit-friendly sessions
- Built and operated in California
Reserve your seat in tomorrow's session.
Membership is free. Reservations open the day before each session. Bring questions — we will answer them on air.