Wealth 101 For Business Owners

The Foundational Financial, Tax, Asset Protection, and Investment Strategies You Need to Join the Financial Elite

June 15th 2018

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 people in the United States are members of the Financial Elite.

So what is it that the Financial Elite know and do that the Middle Class Millionaires don’t? This is a question that I’ve studied for years – not just because I personally found the subject fascinating, , but also because we created a new challenge for our top business coaching clients when we helped them scale their businesses: the challenge of managing their financial and wealth lives outside of their companies.

That’s why we, along with several of the core Maui Advisors, are hosting a very special event in Tampa, Florida. This event will be the foundational wealth course that every success-minded entrepreneur and high earner needs.

In essence, we asked ourselves, “If we could travel ten years back in time and spend one day teaching ourselves the best lessons we’ve learned since then – the lessons we had to learn the hard way – what specifically would we share?”

This one-time-only workshop is the concrete result of this powerful question. Join us for one day and learn the most important wealth management, tax strategy, asset protection, and investment lessons, models, and principles that will serve you for a lifetime of wealth.

In combination, these grounded, proven ideas will accelerate your progress toward your wealth goals and your entry into the Financial Elite.

Here’s just some of what you’ll learn:

  • What the Financial Elite do that’s behaviorally different from what Middle Class Millionaires do (and how you can effectively model their success).
  • The 12 biggest financial mistakes that can eat up your net worth and cost you decades of growth.
  • The 5 foundational tax strategies that will save you tens or hundreds of thousands of dollars each year on your taxes.
  • The 10 non-negotiable creditor protections you must put in place to safeguard your family and your wealth.
  • The 7 financial secrets that every business owner must master to effectively build wealth independent of his or her company.
  • And much, much more…

The Three Types of People Who Should Attend This Workshop

  1. Business owners of successful companies who just haven’t been able to make the time to master the financial skills they’ll need in order to effectively manage their net worth outside of their businesses.
  2. Retired individuals with high net worth who crave greater feeling of mastery and control 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 1st and Bring Two (2) Guests at No Additional Charge

We know how important it is to be on the same financial page as your key business partner or significant other, so we’ve arranged for you to be able to bring them with you at no additional charge. Simply register by June 1st and you can bring the two guests of your choice as part of your standard tuition of $5,995.

For the past decade, we’ve 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 to take your wealth building to the next level.

Register Now!

Tentative Agenda:

Estimated start times (EDT) Session-by-Session Agenda for the Day
7:45am Check-in
(Prompt Start)
The Three Wealth Curves (And why 99.8% of the population is programed for financial survival at best, and financial failure at worst.)
9:15am The Five Foundational Principles of Tax Strategy (And how the Financial Elite Legally Reduce Their Tax Burden by Playing Inside the Rules, But Outside the Box.)
10:30am The 10 Most Essential Creditor Protection Strategies You Must Know (Cut through all the noise and learn the bottom-line steps you need to take today to protect your family and your wealth.)
11:30am The 7 Wealth Secrets Every Business Owner Must Know to Successfully Build Wealth Outside His or Her Company. (This session is critical for any business owner who wants to build wealth outside of their business with a limited amount of time with which to focus on managing your net worth.)
12:30pm Lunch
1:30pm The 12 Biggest Financial Pitfalls That Can Cost You Millions Off Your Net Worth and Decades of Growth (Listen to this fast-moving panel discussion of the steps you can take today to safeguard your financial future.)
2:30pm The 9 Questions: What You Must Ask Any Financial Advisor You Consider Hiring (If you forget even one of these questions it could end up in disaster.)
3:15pm Applying What You’ve Learned: How to Operationalize the Financial, Tax, and Asset Protection Insights from the Day with Less Energy, Effort, and Expense.
5:15pm Informal Networking Session – Engage with your peers and join the fun.

Meet Your Advisor Team

David Finkel
David is a Wall Street Journal and Bloomberg Business Week bestselling author of 11 business and financial books. A syndicated columnist for Inc.com, David's articles have appeared in over 6,500 publications. As the founder and CEO of Maui Mastermind, David has worked with over 100,000 business coaching clients and community members to buy, build, and sell over $5 billion of businesses.

Kevin Bassett, CPA
Advanced Tax Strategy
Kevin is the founder and CEO of Bassett and Byers, PA, a mid-sized CPA firm specializing in working with high net worth entrepreneurs. Over the years, Kevin has worked with billionaire clients and corporate clients, helping them with Preemptive Tax Strategy and outside owners.

Alan S. Gassman JD, LL.M
Wealth Protection Taxation
Alan practices law in Clearwater, Florida, is listed in Best Lawyers of America, and rated AV by Martindale-Hubbell. He has served on the Board of Advisors for the journal of Asset Protection and has published several books and over 150 peer-reviewed articles. Alan is board certified in Wills, Trusts, and Estates.

David L. Blain, CFA
Financial Planning and Tax Strategy
David is the CEO of BlueSky Wealth Advisors. He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). David is a recognized speaker on investments, financial planning, and taxes.

Listen to What Past Wealth Summit Participants Have to Say...

"Before Maui I was successful (financially) with a business doing $5 million a year in sales with over $1 million of profit. But I was working myself to death to do it. I was working 80 hours a week and the stress was killing my health, my family and my just-about-everything-else. Here I am 7 years later and my company has grown fourfold to over $20 million a year in sales and over $3 million in profits - and best of all, I'm literally not needed to do anything for the business anymore. I can honestly say that without Maui, none of this would have been possible."
– Tom Santilli, 6-Time Wealth Summit Grad

"The results speak for themselves: Last year my business generated 9 times the operation profit than it did since that first Maui I went to five years ago, and my net worth has increased tenfold. I have more time off, am more relaxed and have a much better quality of life. It's really hard to beat that return on my investment."
– Jennifer Lyle, 4-Time Wealth Summit Grad

"I'm a surgeon with a thriving pain management and anti-aging practice…the results speak for themselves - Maui helped me to radically upgrade my use of time and make an additional $1 million of net income."
– Dr. Gurpreet Padda, 4-Time Wealth Summit Grad

Register Now!

For more information feel free to contact us at [email protected] or call us at 888.889.0944 Ext 915!