The Business Owners & Investors Workshop

 

For the investors, entrepreneurs, and small business owners of America.

Dallas, TX

Oahu, HI

Orange County, CA

Chicago, IL

Virtual

Basics Class – 1 Day

Basic Strategies for tax Saving, asset protection and building wealth.

– TOPICS –
4 Stages of Savings & Building Wealth
Getting out of Debt
Starting a Business
Difference in Entities
Using the S-Corp and LLC properly
Top 10 Tax Strategies

$299

Advanced Class – 1 Day

Advanced strategies for tax saving, asset protection, building wealth, and saving on healthcare.

– TOPICS –
Short Review of Basics class
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”

$299

Best Deal!

Basics & Advanced Class – 2 Day

Everything in the basics class and the advanced class in one!

Plus you save $99 when you purchase both tickets at once.

$499

Workshop Information

The Business Owners Workshop (Condensed One-Day) - Dallas, TX | 10/2/21 | 9 AM - 5 PM

Venue Address: The Westin Dallas Park Central, 12720 Merit Drive, Dallas, Texas 75251 USA

Speaker: Mark J. Kohler

Add To Cart

The Business Owners Workshop BASIC - Chicago, IL | 10/8/2021 | 9AM - 5PM

Venue Address: RENAISSANCE CHICAGO DOWNTOWN HOTEL 1 West Upper Wacker Drive, Chicago, Illinois 60601 USA

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop ADVANCED - Chicago, IL | 10/9/2021 | 9AM - 5PM

Venue Address: RENAISSANCE CHICAGO DOWNTOWN HOTEL 1 West Upper Wacker Drive, Chicago, Illinois 60601 USA

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop BASIC - Orange County, CA | 11/5/21 | 9 AM - 5 PM

Venue Address: The Westin South Coast Plaza, 686 Anton Blvd, Costa Mesa

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop ADVANCED - Orange County, CA | 11/6/21 | 9 AM - 5 PM

Venue Address: The Westin South Coast Plaza 686 Anton Blvd, Costa Mesa

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop BASIC - Oahu, HI | 11/19/21 | 9 AM - 5 PM

Venue Address: Sheraton Princess, 120 Kaʻiulani Ave, Honolulu, HI

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop ADVANCED - Oahu, HI | 11/20/21 | 9 AM - 5 PM

Venue Address: Sheraton Princess, 120 Kaʻiulani Ave, Honolulu, HI

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop BASIC - Virtual | 12/3/21 | 9 AM - 5 PM

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

The Business Owners Workshop ADVANCED - Virtual | 12/4/21 | 9 AM - 5 PM

Speaker: Mark J. Kohler

One Day Two Day (Basics and Advanced)
Add To Cart Add To Cart

 

Other Workshops

The Directed IRA Masterclass

An elevated educational experience.
Enjoy fine dining with the best
self directed experts in the world

Young Adult Financial Training

Everything that’s not taught in school
about money & taxes to help the next
generation reach their potential.

Cancellation Policy

 

For a full refund, tickets must be cancelled 7 days BEFORE the event.

Tickets may be transferred to another location or to a virtual ticket up until 7 days BEFORE the event.

If you miss the event due to Covid or any other reason, you may receive the recording of the event but we will not give out refunds after the 7 day mark. All customers who pay for a ticket get access to a recording whether or not they attend in person.

No refunds are given after the event takes place.

Tickets are allowed to be transferrable to another person.

For any questions or changes to any ticket(s) already purchased email [email protected] to make arrangements.