If you are on this page, you've been reasonably successful and comfortable up to this point in your life ...
You've worked hard and made some money, but now you're wondering what the next steps for your wealth will be.
You want to cement your legacy while reaching bigger goals and taking your wealth to an even higher level, but you don't quite know where to start.
That's why I'm here to tell you it's time to BLITZ your wealth plan!
I've worked with thousands of clients over the past twenty years and I have seen this EXACT situation first hand over and over ... the good news is that it's not unique.
It's almost always the result of not having any wealth building strategy or having one that is LAZY.
In fact, as anyone who has read any of my 5 New York Times Best Selling books will tell you, becoming financially free and building your wealth is the result of a plan AND NOT AN ACCIDENT.
You have to have a high powered wealth strategy if you want high end wealth.
We value your privacy and would never spam you
There's less than 6 months left in 2019 ...
And if you keep on your current path, 2019 will end up just like 2018
... and 2017
... and 2016
... and you get the point. 🙂
This event is designed to help you put your wealth strategy into place and create a blueprint for success.
A wealth event with education unlike any other.
During the Integrated Wealth Blitz you will:
- Learn why you MUST have a trust,
- Learn why being incorporated is critical to maximizing tax benefits,
- Learn the step by step process for creating generational wealth,
- Learn how double digit returns are available in many asset classes.
The purpose of this event is to help you blitz your wealth strategy and focus on the most overlooked parts of a lazy wealth plan. Having an integrated wealth plan means leveraging more than just investments to build your wealth.
Our approach to building wealth means more than just investing on Wall Street; in fact there are 12 areas of money that the wealthy focus on AT ALL TIMES to help grow their money.
As part of this event we are going to teaching you what you need to include and review consistently when it comes to your wealth building plan.
This includes reviewing:
- Your will,
- Your durable power of attorney,
- The possibility of creating a trust,
- Your lazy assets producing no or little return,
- Your credit situation,
- Your debt situation.
This event is going to be structured JUST like one of our Off Wall Street Assets workshops, but held as an online training via ZOOM so attendees can participate remotely from home. This will allow you to be able to easily and privately review your key documents during the event.
Once my team reviews and accepts your application for this event, we will assign you a personal wealth strategist. Your wealth strategist will meet with you to identify the critical areas of support your wealth plan requires.
There will be a number of financial experts holding breakout sessions during the event and this will give you the chance to have an advanced conversation into the keys areas your wealth plan is requiring. During these sessions you will have the opportunity to learn from and ask questions of the financial subject to help direct the update of your wealth strategy.
We will have business funding experts, corporate compliance experts, debt and credit experts, and more!
Our goal is that you leave this event with an outlined wealth strategy and an action list of items to “blitz” your legacy!
This event is free, but attendees must first submit an application to participate in the event. Our team will review your application and if we feel you would be appropriate for this event, we will tentatively hold a spot open.
Once you have been accepted, your personal wealth strategist will reach out to learn more from you and confirm your seat.
We are only working with the first 150 qualified people; once registrations have been filled, there will be no more applications accepted.
You'll want to block your calendar for July 18 & 19.
Thursday, July 18 starting at 11:00 PM PST & Friday, July 19 starting at 11:00 AM PST. This is an online workshop via ZOOM. You can install for free and learn more about zoom here. You will get more details once your application is approved.
We value your privacy and would never spam you
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice.
This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal investment.