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Wealth Accumulation & Protection Workshop
Wealth Accumulation & Protection Workshop
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Next Seminar:  |
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Who Should Attend?
All business owners, doctors, professionals, contractors, brokers, investors, corporate officers, directors and property owners should make this workshop a priority.
Your Risk Factors:
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6 Powerful Reasons you Should Attend
- Gain a complete understanding of how to protect what you have, increase your profit and accumulate wealth.
- Receive one-on-one tax, legal business and estate consultants from the industry’s top leaders. You will receive expert, individual guidance every step of the way.
- Why would you risk all the time, effort and resources you’ve devoted to your business in the hope that you will never be sued? Why would you continue to write blank checks to the IRS when you could be putting that money to work for you?
- Learn how to efficiently protect your money.
- Learn what you need to be pro-active in the pursuit of your financial success. Gain insight and knowledge to promote your interests over that of your attorney and CPA.
- We guarantee that this workshop will boost your financial standing or your money back!
"I feel more powerful and in control because of the information I learned at your workshop. Thank you for making me feel more secure about my future. "
- Kevin Aggar, Sacramento, CA
Speakers
Kevin L. Day, Esq. Attorney |
Mr. Day is one of the leading international estate planning and asset protection planning specialists in the United States and is president of the international consulting firm of Day & Associates Incorporated in Del Mar, California. Day holds both a Masters of Business Administration in international management as well as a Doctor of Jurisprudence degree from the National University of Law. Day brings his knowledge as an attorney and MBA in international business to his consultancy. He is certified by the National Bureau of Certified Consultants. Day is also the author of numerous books regarding offshore and privacy. | |
Scott Burnett Attorney |
Scott Burnett is an attorney with over ten years of experience performing civil and criminal trial work and assisting business owners on the benefits of incorporating. An enthusiastic and entertaining speaker who enjoys teaching, Scott Burnett shows you what every business owner needs to know about lawsuits. His natural teaching style and his ability to explain complex material in an uncomplicated way makes him a must see on the topic of corporations. | |
Cleo Katz
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Cleo Katz is a nationally expert in real estate. She is a guest lecturer at Loyola Marymount University’s Masters Program in Business. She has written a weekly column for the Daily Commerce newspapers that is invaluable to escrow companies and real estate groups. Ms. Katz has been featured on KNBC-TV, KCAL-TV and Time-Warner Cable. | |
Jon Sanchez President of Sanchez Retirement Planning Group, Inc. |
As president of Sanchez Retirement Planning Group, Inc. Mr. Sanchez and his team have helped an array of prestigious clientele to invest over $35 million. With over sixteen years experience in financial services industry, he is a veteran of the securities business. Jon specializes in the vast and complicated areas of retirement and wealth planning. Jon is also the host and President of The Jon Sanchez Show, a weekly investment radio show. | |
Meghan Cole President, Compass Group, Inc. |
As an advocate of the need for the corporate record keeping, Mrs. Cole is considered a leading authority on what should be done to keep your company in compliance. A gifted and talented speaker, Mrs. Cole is always willing to meet with clients one-on-one to determine what can be done to keep your records safe and up-to-date. | |
Mark Borel CPA |
Mr. Borel is the founder and president of Sterling Business Services and is a member of the American Institute of Certified Public Accountants and the Nevada Society of CPAs. Mr. Borel has over ten years of experience in public accounting, specializing in taxation and implementation of asset protection strategies. | |
Michael Coulson CPA |
Mr. Coulson started his practice in 1996 as a sole practitioner and is formerly a CPA with Nevada's largest accounting firm. In January of 2001, he incorporated his practice to become Coulson & Associates, Ltd. | |
Jim Toma Business Advisor |
Mr. Toma is a recognized authority on closely held corporate structuring with an emphasis on asset protection and tax planning. Mr. Toma is a business leader and dynamic speaker who understands the trails and tribulations faced by entrepreneurs. |
Location
MontBleu Resort Casino
Built
on impeccable service and attention to detail, MontBleu is a mountain
haven that exceeds your fondest expectations. Take a swim in
the refreshing pool or be pampered at the spa. The Suites are
designed for conferencing and carousing, and feature a living area,
big screen TV, dining and full bar. Free wireless internet
access is available not just in the suites but throughout the resort.
Montbleu Resort Casino Reservation Number- 1-888-829-7630.
| Register by September 1, and save $225! Bring a Guest for FREE! September 10-12, 2008 Lake Tahoe, Nevada |
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| November 12-14, 2008 Reno, Nevada |
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