Agenda

INTRODUCTION TO THE SUMMIT

Don Pendleton – Host and Emcee, Author, and
President of Protect Wealth Academy

• Introduction of Presenters
• Making This a “Life-Changing” Event
  

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HOW STRONG IS YOUR ASSET PROTECTION?

Preston Knight, Esq. – Nationally Recognized Asset
Protection Attorney, Senior Attorney with Anderson Business
Advisors, Small Business Owner, Crypto Investor

Shielding Wealth from Lawsuits & Creditors

• The basic quadrants of asset protection
• Liability triggers that expose your assets
• Insurance myths revealed

Smart Legal Structures That Work

• How Residence Trusts protect your home from seizure
• Attorneys don’t sue what they can’t see
• Creating privacy-first structuring
• Clean-title transfers without leaving a trail
• LLCs, Series LLCs, Land & Statutory Trusts

Investor Threats on the Rise

• Top Sources of Lawsuits for Investors
• New audit targets and red flags to avoid
• Minimize your profile – maximize your profits

Finding the “Best” Legal Structures for You

• Tailored structures for investors and business owners
• Best practices for RE wholesaling, flipping, long or
  short-term rentals & house-hackings
• Tax elections that can make (or break) your business

CREATING MONTHLY INCOME FOREVER

Mike Coval and Stacy Acevedo – Millionaire Stock
Market Trainers, Investors, Educators, Authors

• Exclusive Strategy to Consistently Beat the Market
• Warren Buffett’s Favorite Cash-Flow Strategy
• System-Based Investing to Slash 95% Market Risk
• Create a 2nd Stream of Income in Under 3 Minutes
  a Day
• How Smart Investors Build Forever Cash Flow

Turn Your Retirement Plan into an Investing
Machine

John Bowens, CISP – Self-Directed Investing Expert, Author

A. Why the money for your first retirement
investment is often hiding in plain sight
B. Use retirement accounts for rentals, rehabs, loans,
notes & partnerships — tax-free or deferred.
C. Even $1K–$2K can build meaningful wealth when
used correctly.
D. Start small now: misconceptions keep people
waiting for “enough.

2026’s HOTTEST ACTIVE & PASSIVE REAL ESTATE
OPPORTUNITITES

Aaron Adams – CEO of Alpine Capital Solutions, Multi-
Millionaire Real Estate Investor, Nationally Recognized
Educator, Over $500M in Real Estate transactions

Aaron’s 5 Hottest ACTIVE Strategies

• Manufactured Homes: Affordable housing,
  Explosive demand
• Storage Unit Micro-Development: Build small,
  Earn big
• Padsplit & ADUs: Convert single units to multiple
  streams
• Wholesaling: Quick flips for fast profits
• “Subject-To” Deals: Acquire property without a
  bank loan

Aaron’s 5 Hottest PASSIVE Strategies

• RV & 55+ mobile communities: Recession-
  resistant, Booming market
• Multifamily rentals: The backbone of institutional
  portfolios
• Single-family homes in flyover states: Low price,
  high rent-to-value ratio
• Syndications (506B): Pool capital with others
• GP/LP Partnerships: Equity & tax benefits with
  being the operator

RICHER THAN A MILLIONAIRE – A PATHWAY
TO TRUE PROSPERITY

Dr. William D. Danko – NY Times Best-Selling Author,
THE MILLIONAIRE NEXT DOOR

Dr. William Danko, acclaimed best-selling author, will share
the fundamental principles and proven strategies that lead
to true prosperity. Drawing on 40 years of academic research
and strategizeing experience, he will reveal what it truly means
to be Wealthy and Happy. Dr. Danko will also discuss his
personal journey applying the powerful concepts he learned
from Protect Wealth Academy.

USING A CORPORATION TO REDUCE YOUR
INCOME TAXES

Preston Knight, Esq. – Nationally Recognized Asset
Protection Attorney, Senior Attorney with Anderson
Business Advisors, Small Business Owner, Crypto Investor

Choosing the Best Tax Structure for Your Business

• C Corps vs. S Corps
• LLCs vs. Corporations
• Avoid Capital Gains when you sell your business

Business-Only Deductions Most Owners Didn’t
Know They Could Claim

Essential Language in Your Corporate Documents

Maintaining Your Business Structure the Right Way

Current Case Law: Why Many Structures Fail

DOES YOUR ESTATE PLAN CREATE A LEGACY,
OR A MESS?

Preston Knight, Esq. – Nationally Recognized Asset
Protection Attorney, Senior Attorney with Anderson
Business Advisors, Small Business Owner, Crypto Investor

• 3 Reasons You Absolutely Need a Trust
• The Living-Trust Solution
• When NOT to be Your Own Attorney
• Estate Planning Under One Big Beautiful Bill
• Customizing Your Trust for Maximum Flexibility
• Estate Planning Disasters: Real-life Examples

INCOME TAX REDUCTION STRATEGIES

Patrick James – Tax Planning Expert

• RECOVER Thousands of Dollars You’ve “Donated” to
  the IRS
• How to TRACK Your Expenses & Stay Organized
• Your Tax Preparer is Only as Good as the
  Information YOU Provide
• IRS-Approved Methods to Categorize Expenses
• Become 100% AUDIT Proof – Never Fear the IRS!
• Pay What you Legally Owe – Not One Penny More!

MINERALS: UNDERSTANDING OIL & MINERAL
INVESTING

Troy W. Eckard – Owner & Board Chairman of Eckard
Enterprises

• Profit from our “Drill Baby Drill” Administration
• How to Off-set 100% of Your W-2 Income
• 1031 Exchange: Real Estate to Minerals Rights
• Compare Mineral Rights to Traditional Rentals
• A Smart Hedge Against Inflation & Market Volatility
• Create 25-100 Years of Monthly Cash Flow

PULLING IT ALL TOGETHER – NEXT STEP
GUIDANCE

Preston Knight, Esq. – Senior Attorney with Anderson
Business Advisors

Don Pendleton – Host & Emcee, Author, President of
Protect Wealth Academy

Final Words of Wisdom & Strategy Integration

• Pulling it all together: Asset protection, tax
  reduction, income streams, and estate planning as one
  unbreakable system.
• Peace of Mind Today: Know your family and assets are
  fully shielded from lawsuits and creditors.
• Protect Your Loved Ones: Give your spouse, children,
  and grandchildren exactly what you want — without
  drama or delays.
• Stop Procrastinating: The best time was yesterday.
  The next best time is right now.

“You have the knowledge. The only thing between you and true freedom is action.
Leave here with a fully protected legacy.”