Accredited Investor Wealth Workshop (East)

July 21-22, 2016

Tampa, FL

Maui Mastermind®Accredited Investor Wealth Workshop

Discover the Wealth Secrets Employed by the Financial Elite

July 21st and 22nd  at the Tampa Marriott Westshore

Tampa, FL

There is a clear divide between the “Middle Class Millionaire” (Net worth over $1 million but less than $20 million) and the “Financial Elite” (Net worth over $20 million).

In the United States there are 8.99 million households with a net worth greater than $1 million, of which only 751,000 are part of the Financial Elite.  That means just 0.2% of the population in the United States are members of the Financial Elite.

What’s clear is that to join the Financial Elite in today’s competitive world it isn’t enough to be financially literate—you must be financially fluent.

In fact, with respect to your financial life, you face two primary wealth challenges:

Challenge #1: Building a business independent of you the owner.  Considering that the primary wealth vehicle for a vast majority of the Financial Elite was building a thriving business, one of the core wealth skills you must master is how to scale your company so  it’s no longer owner-reliant.  This will allow you sustainably scale your company and make a successful exit at some point, whether your exit is to sell it, or transition to own it passively.

Challenge #2: Building your wealth independent of your business.  It’s not enough to build a successful business, you’ve got to create wealth independent of your business or you’re trapped – dependent on your business for your financial future.  What’s more, until you master the core wealth skills to intelligently direct and invest your net worth, you’ll be vulnerable and woefully unprepared when the day comes and you sell your company.

That’s why I wanted to personally invite you to join me and 60 of our top clients for a private workshop to help you become fluent in the advanced financial, wealth, and tax skills you need to succeed financially.

In fact, you’ll learn the exclusive wealth secrets that have helped our top clients break out of the set of “middle class” millionaires and join the Financial Elite.

How Common Wealth Mistakes Hold You Back
and Cause You to Underperform

If you feel like the harder you work the more of your wealth is eroded by taxes…

If you feel like you’re working harder than ever to scale your company, but don’t have a clear exit strategy to effectively harvest all you’ve built…

If you feel like you don’t have the investment skills to confidently manage your net worth and build your wealth independent of your business…

If you feel like your assets are exposed and all you have built might be at risk…

Then this powerful 2-day private workshop is for you.

Joining the ranks of the Financial Elite doesn’t take working longer hours or exposing yourself to great risks, rather it takes a strong financial foundation that empowers you to be in charge of your financial life. Surprisingly, the one trait that the world’s wealthiest individuals all have in common is how easy it was for them to succeed financially when they finally understood how the hidden game of wealth really works.

The problem is that this wasn’t an education that you were taught in business school. You either had a wealthy family member or friend who privately mentored you in these skills, or you had to figure them out for yourself through painful trial and error.  That is, until now.

This private wealth event is your chance to get this special wealth education so that you can be the master of your own financial fate and learn the real rules of wealth and money from four of the nation’s most respected wealth masters. Think of it like the accelerated financial education that you never learned in school, but that the Financial Elite already know.

But before we go into all the nitty-gritty details on this private event, we want to ask you an important question first…

Do you believe that the Financial Elite think, act, and control their
wealth differently than middle-class millionaires?

Of course they do.  And the most amazing thing is how simple these differences are to model when someone shares them with you in a structured way.

Why is someone like Tom able to move from being trapped working 80 hour weeks running his successful company, to scaling it 400% into a passively owned business with sales of over $20 million per year and operating profits of over $3 million per year?

Why are people like Stephanie and Jack, who sold their successful manufacturing company in 2007, able to gracefully enjoy their lavish retirement with confidence and ease?

Why are people like Rob and Patrice able to transition from deriving 95% of their 7-figure income from their active businesses to now enjoy double that level of income from their passive investments and assets?

Because they have all learned how to master the hidden rules of wealth.  And you’ll learn these same insights and strategies at this private wealth event.

How Can We Guarantee Wealth Results?

Because after working with some of the most financially successful business owners and investors in the United States, and seeing the direct, causal impact this training and education has produced for them, we know these ideas work.

But you don’t have to take our word for it, we’ll let you be the final judge with this simple and clear guarantee:

Join us for this two day event.  If at any point during or after the event you don’t feel the value you received was 10-times more valuable than the reasonable tuition for the event, we’ll give you a full, complete, and prompt refund of your entire tuition.

There is no time limit or restrictions on this guarantee.  It’s our way of concretely demonstrating to you our confidence of how greatly you’ll benefit from the workshop.


The Three Types of People This Workshop Is Right For

  1. Business Owners of successful companies who just haven’t been able to make the time to master the financial skills to effectively manage their net worth outside their companies.
  2. Retired individuals with high net worth who crave a greater feeling of mastery over their financial lives.
  3. Very high income earners who want to leverage their active incomes to grow their net worth and eventually move into the Financial Elite.

Register By June 28th and

Bring a Guest at No Additional Charge

Knowing how important it is to be on the same financial page as your key business partner or significant other, we’ve arranged for you to be able to bring them with you at no additional charge.

Simply register by June 28th and you can bring the guest of your choice as part of your standard tuition of $5,995.

 Letting Go of Your Excuses

It never ceases to amaze us the lengths and creativity that we observe people go to in order to create and maintain their excuses, we mean “reasons”, why they can’t do what they say is most important to them.

If these people would put the same energy, determination, and imagination into doing or changing the thing they are making excuses about most times they would easily accomplish the very thing they say they wish they could do.

If you’re still reading this  then you are different.  You’re one of those special individuals who take responsibility for your own life and for your results.

Wherever you are starting from we can help you build from there.  You were born for more… More wealth… More freedom… More security…

This is your chance to work directly with our advisor team at this powerful 2-day event.

For the past decade we’ve have been working to help already successful business owners and individuals accelerate their wealth building and join the ranks of the Financial Elite.

During that time we’ve helped thousands of participants live richer, fuller, wealthier lives.

Register now to be part of this private wealth event and gain the skills and strategies you need take your wealth building to the next level.  


  • Thursday, July 21st: 7:45am Check-in; 8:30am start -5pm with cocktail social to follow!
  • Friday, July 22nd: 8:30am start-5pm

Speakers include:

  • David Finkel, CEO Maui Mastermind
  • Alan Gassman, Founder, Gassman, Crotty & Denicolo, P.A.
  • Kevin Bassett of Bassett & Byers, PA


CLICK HERE TO REGISTER  = Tuition: $5,995 per person

or email [email protected] for more info

Location: Tampa Marriott Westshore

1001 N. Westshore Blvd. Tampa, FL 33607

Phone: +1-813-287-2555


Because of the nature of the content we’ll be sharing with you, IRS guidelines require this workshop be for “Accredited Investors” only .  This allows us to share high-end, advanced tax strategies that we could not share in a mixed audience.  Further, unlike many of our other workshops, we will not be offering the video course version of this event.  It will be kept private and confidential and only for participants like yourself.

Per SEC guidelines and federal law, an “Accredited Investor” is defined as a person who meets one of the two following criteria:

  • A person who has earned income that exceed $200,000 (or $300,000 together with his or her spouse) in each of the two prior years, and reasonably expects the same for the current year, OR
  • A person who has a net worth over $1 million, either alone or in combination with his or her spouse, excluding the equity in their primary residence.