Matson Money's American Dream Experience Wins Two Awards

SCOTTSDALE, Ariz., June 15, 2023 - Matson Money, a federally registered investment advisor (RIA) with the Securities Exchange Commission and a premier investor coaching company, announces that its educational event for advisors and investors, the American Dream Experience, has earned two awards. It was recognized with a platinum Hermes Creative Award for a strategic campaign for a live or virtual event and won a gold Viddy Award for production of a live or virtual event.

The American Dream Experience, Matson Money's breakthrough two-day educational event, created and led by Founder and CEO Mark Matson, helps families discover their True Purpose for Money and discover empirically tested academic investing principles to help create a prudent and disciplined long-term investing strategy. The event is offered both virtually and in-person.

"We are honored to receive these awards and to have our American Dream Experience be recognized alongside some of the most creative and exceptional campaigns from across industries and around the globe," said Matson. "Seeing families' relationship to money and financial futures transformed through participation in the American Dream Experience is why we exist. Through this event, we are helping families to recapture, reclaim, and realize their American Dream." The American Dream Experience is held four times a year. Since the launch of the event in 2017, Matson Money has hosted 20 events, with over 4,400 families in attendance.

"The purpose of the American Dream Experience is to help families experience breakthroughs while creating their True Purpose for Money and discovering how an investing methodology based on empirically tested academic investing principles can create an opportunity for investing peace of mind," said Matson.

Matson Money is further expanding their mission through its Brand Ambassador program. Advisors in the Brand Ambassador program are being trained and developed to lead the American Dream Experience or Breakthrough Investing – the company's global initiative to bring the science of investing to families around the world – in their communities. Matson Money currently has 5 Brand Ambassadors who are certified to lead the American Dream Experience in their communities. This year, Matson Money Brand Ambassadors are projected to host 56 American Dream Experience events for families across the country. Additionally, Matson Money will host their virtual American Dream Experience events in January and July and invite advisors and guests to attend in person at their Scottsdale, AZ office in April and October.

The next American Dream Experience is held virtually July 20-21, anyone interested in attending or learning more can visit adx.matsonmoney.com.

About Matson Money

Matson Money, Inc. "Matson" is a federally Registered Investment Advisor (RIA) with the Securities Exchange Commission ("SEC"). In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia. Matson is a $9.2 billion in assets under management (as of 6.02.2023) wealth management and advisor coaching firm that provides outsourced investment management, education, and coaching to over 500 advisory practices across the U.S., Canada and Puerto Rico. Since Matson Money's inception in 1991, the firm has made an effort to help thousands of advisors and their clients rethink investing and transform their relationship to money. Matson Money adheres to a highly disciplined, structured investing methodology that integrates Nobel Prize-winning academic investing principles, leading behavioral science, and financial coaching to help transform the investing experience for families. Matson Money leads educational events for investors and advisors called The American Dream Experience (or Breakthrough Investing in Canada and Puerto Rico), where investors can encounter clear, potentially life-altering truths about economics and investing and engage in a profound exploration of their family's financial future and long-term wealth creation.

Disclosures:

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc. Please consider the disclosure of criteria for each award shown.

2023 Hermes Creative Award Criteria
"ELIGIBILITY: The competition is open to all individuals, companies, and organizations involved in producing any kind of marketing and communication materials for external or internal audiences. To be eligible, an entry must have been produced after January 1, 2020 (a 2-year window).

ENTRY FEES: The entry fee is $120 for each submission or $195 for each campaign or plan entry. If a piece is entered in more than one category, please enclose an additional entry fee for each time it is entered. AMCP does not charge for entries produced pro bono for outside nonprofits. Matson Money paid a total of $780.

CATEGORIES: Categories are divided into Print Media, Public Relations/Communications and Electronic/Social/Interactive Media.

JUDGING: Now in its fourth decade, AMCP has earned a reputation for accuracy, fairness, and credibility. A look at the list of winners is a who's who of the creative industry. It takes about eight weeks of judging, eight hours a day, to review all the work that is submitted in each competition. Judges are senior-level, experienced professionals. They are freelancers or own their own businesses. They are selected based on experience and availability.

Entries are judged at random and not directly compared to other entries in their category. Work is judged on creativity and the judge's perception of what you had to work with. A 2-color and a 4-color brochure in the same category are not compared to each other. A small company is not compared to a Fortune 500 entrant in the same category. There can be multiple winners or no winners in any given category. Utilizing a consensus judging system, the judges verbalize their criticisms, compliments, etc., and then agree on a score. Entries receiving scores between 90-100 points are Platinum Winners. Entries with 80-89 points are Gold Winners. Entries scoring from 70-79 receive Honorable Mention recognition."

Retrieved 6/6/23 from: https://hermesawards.com/.

2023 VIDDY Awards Criteria

To ensure fairness and consistency, entries are evaluated by our judges in Washington D.C. and reviewed in Dallas, TX. It takes two months of full-time work to judge all the entries. Each entry is judged against itself and not directly against other entries. There could be no winners in a category or multiple winners. There are no lengthy essays to persuade the judges; so, all work will be evaluated solely on its own quality, creativity, and resourcefulness. Judges base their decisions on learned perceptions of creative excellence rather than an entrant's imaginative explanation of an entry's value.

Entries are judged at random and are not grouped by categories. Each entry is viewed and discussed individually. The judges are experienced professionals who have had projects similar to any entries submitted. The judges are cognizant of what an entrant has to work with and make their evaluations accordingly.

Entries receiving scores between 90-100 points are Platinum winners. Entries with 80-89 points are Gold Winners. Entries scoring from 70-79 receive an Honorable Mention. In some cases, projects receive a None if they do not meet our judge's expectations. All entries will have an award level listed in their MyAccount after results have been posted.

Work that has been created or produced within the past 2 years is eligible for entry.

Matson Money paid a total of $480 to be considered for four VIDDY Awards.

This content is based on the views of Matson Money, Inc. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.

This content includes the opinions, beliefs, or viewpoints of Matson Money. All of Matson Money's advisory services are marketed almost exclusively by either Solicitors or Co-Advisors. Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson.

Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

CONTACT: Siobhan Nolan, matson@jconnelly.com

SOURCE Matson Money

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