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Mission Statement: Protect Wealth seeks to provide world-class financial education & strategies from leading experts to build and protect wealth for peace of mind, family legacy, and future security.

Whether you use a trusted attorney, accountant, or adviser to manage your finances, it pays to understand exactly what is happening with your hard-earned money. Don’t leave the success of your estate plan to someone else. Make sure you know exactly how to protect your assets, reduce taxes and create wealth.

Why do I need training? Can’t someone do this for me?

No matter how good your attorney, advisor, or CPA is, they are only as good as the information you give them. It pays to be involved with your finances!

Asset Protection Summit

Join thousands that have attended the longest-running wealth protection event in the nation. America’s greatest attorneys and trainers, LIVE and in-person at ONE event.

Online Education

Grow and protect your wealth through results-driven education. Learn at your own pace and through multiple formats, including online courses, webinars, eBooks, and instructional and training video archives.

Legal Services

Consult with leading experts on cutting-edge wealth-building strategies with a proven track record of success.

Register For A FREE Asset Protection Summit!

Join us for regular bi-monthly webinars featuring leading experts and attorneys on the latest cutting-edge asset protection, tax, and wealth-building strategies.

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Our Events

Don’t miss your chance to attend one of our in-person or live streamed events where you can meet with the experts, network, and personally learn strategies.

Articles

Learn proven strategies and techniques from 7-figure mentors. Each month members will benefit from live calls, Q&A, and consultations from experts and thought leaders in Personal Development and Financial Education.

Navigating California’s Estate and Inheritance Tax Laws

Navigating California’s Estate and Inheritance Tax Laws

Real State

California's estate and inheritance tax laws require careful consideration to avoid costly mistakes. Whether you're…

Navigating California’s Estate and Inheritance Tax Laws

Real State

California's estate and inheritance tax laws require careful consideration to avoid costly mistakes. Whether you're…

Importance of Having a California-Specific Tax Advisor for Success

Importance of Having a California-Specific Tax Advisor for Success

Real State

As a California business owner, investor, or individual with substantial assets in the state, you're…

Importance of Having a California-Specific Tax Advisor for Success

Real State

As a California business owner, investor, or individual with substantial assets in the state, you're…

Understanding California’s Capital Gains Tax and Its Impact on Investments

Understanding California’s Capital Gains Tax and Its Impact on Investments

Real State

As a savvy investor or entrepreneur in California, understanding the ins and outs of capital…

Understanding California’s Capital Gains Tax and Its Impact on Investments

Real State

As a savvy investor or entrepreneur in California, understanding the ins and outs of capital…

Impact of California’s Tax Laws on Investment Strategies

Impact of California’s Tax Laws on Investment Strategies

Real State

As an investor or business owner in the Golden State, understanding the impact of California…

Impact of California’s Tax Laws on Investment Strategies

Real State

As an investor or business owner in the Golden State, understanding the impact of California…

Stay in Touch

Be the first to know about the latest events, webinars, articles, and other cutting-edge strategies

Our Cases

Basic Structure
Basic Structure

Management Entity (Usually a Corporation or LLC taxed as a Corporation) – The purpose of the management entity is to reduce the personal income taxes…

Case Study 1
Case Study 1

Salesman: Married Couple, Small Estate, Low Risk Family Assets: Cash ............................................$5,000                  401(k) ................................... $25,000 Home ..............$200,000 Personal …

Frequently Ask Questions

How to win prizes & giveaways
We do various raffles throughout the event and give away some really nice prizes! We have given away ipads, Apple Watches, Air pods, gift cards and more! To win you must register to attend the event, confirm your registration before the event, attend and must be present during raffle to win! Must be a U.S. resident over the age of 18 to win. Good luck!
Due to copyrights of the presentions the event is not recorded for release. We recommend you download the student manuals and handouts that have many of the presentation slides and information for each session.
The Summit is a financial & legal conference for entrepreneurs, business owners, investors, and anyone who wants to build wealth using proven legal and financial strategies that the wealthy have used for decades. At the event, we bring together some of the nation’s leading experts on income tax reduction, estate planning, wealth creation, and lawsuit protection for a life-changing experience.
Yes, throughout the event, students will be able to meet with attorneys, advisers, and speakers to go over their personal estate plan and draft a strategy to maximize tax reduction, wealth creation, and estate planning.  Signup sheets for these consultations will be available beginning during the first-morning break of the Summit.
ATTEND LIVESTREAM for FREE! Over the years, tuition for this event has been as high as $995 per attendee. Now, for a limited time you can attend for free (subject to availability)! Tuition waivers are now available by clicking HERE or from any of our vendors and speakers.  What's the catch and how can you provide access to these high quality experts and advisors for free? New technology has drastically reduced the cost to hold an online event! For over 20 years the Summit continues to be a high-quality educational 3-Day event and you will not find anything of this caliber anywhere! We don't do any high-pressure sales but simply provide education on tax, legal & financial structures that we know will benefit you. Should you choose to set up an LLC, Corporation, or Trust, we have the professionals to help from multiple organizations and partners so you can make the most reasonable decision for you and your family. Live In-person events may have a registration fee.

Register For A FREE Asset Protection Summit!

Join thousands that have attended the Longest Running Wealth Protection Event in the nation. America’s greatest attorneys and trainers, LIVE and in-person at one event.