Business Owner’s & Investor’s Workshop – Recording


Topics Include:

  • Saving & Building Wealth
  • Advanced Self-Directed Retirement Strategies
  • Real Estate Investing & Structuring
  • AND MUCH MORE!! (See full list below)

Over 6.5 hours of training EACH SESSION!


Basic to advanced strategies to save taxes, protect assets and grow wealth. This workshop will change the way you operate! My goal is to save you thousands in taxes, protect the wealth you've built, and help you increase your wealth in ways you never thought possible!

(Buy both days and save $50!!) 

This event marks the 12th year I've done the Business Owners Workshop. If there is one thing I have learned from my attendees, it's that tax and legal content can be boring and complicated. But don't worry, I know how to make it fun and entertaining. Furthermore, I make it easy to understand and implement into your business!

What each session covers:

Basic Session

  • 4 Stages of Savings & Building Wealth
  • Getting out of Debt
  • Starting a Business & Business structuring
  • Difference in Entities
  • Using the S-Corp and LLC Properly
  • Top 10 Tax Strategies for 2021-2022
  • Retirement Accounts

Advanced Session

  • Self-Directing Rule to Maximize Profits
  • Rental real estate & where to buy
  • New laws for 2020-2021
  • Cares Act PPP & EIDL Update
  • Paying Family Members in Your Business
  • 199A Pass-thru Strategies
  • 401k/SEP/Roth Strategies
  • Integrating Asset Protection & Privacy
  • Self-Directing Rules to Maximize Retirement Accounts
  • Estate Planning & the “Trifecta”
  • And much more!

What is included:

  • A digital copy of the workbook containing the event topics and slides.
  • 6.5 hours of training EACH SESSION! (If you buy both, OVER 13 HOURS OF EXCLUSIVE CONTENT)

Don't wait until next year! It's time to take command and become the captain of your own ship. This event won't just change your business, it will change your personal life too!

($50 OFF If you buy both!)