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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.

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

Finances, Insurance, Tax Planning

By Harold Goldman Women now makeup nearly half of the workforce and are a more central…

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

Finances, Insurance, Tax Planning

By Harold Goldman Women now makeup nearly half of the workforce and are a more central…

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

Finances, Tax Planning, Wealth Management

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only…

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

Finances, Tax Planning, Wealth Management

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only…

Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan!

Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan!

Tax Planning

By Scott Estill, J.D. Not all tax tips are applicable to all taxpayers. Please consult…

Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan!

Tax Planning

By Scott Estill, J.D. Not all tax tips are applicable to all taxpayers. Please consult…

Get Smart About Insurance: Filling the Gap and Trimming the Fat

Get Smart About Insurance: Filling the Gap and Trimming the Fat

Finances, Insurance

We’ve all seen those cheeky Farmers Insurance commercials – “You thought you were covered for…

Get Smart About Insurance: Filling the Gap and Trimming the Fat

Finances, Insurance

We’ve all seen those cheeky Farmers Insurance commercials – “You thought you were covered for…

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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

What is the 3-Day Asset Protection & Wealth Creation Summit?
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.
Over the years, tuition for this event has been as high as $2,995 per attendee. Now, in an effort to get our message to more students, the expense of putting on the workshop is shared by the presenters. Tuition waivers are available to students at www.Protectwealth.com or from any of our vendors and speakers.
Yes, in fact, we invite students to bring the key people into their lives. Students have often attended the summit and wished they had brought their spouse, children, business partners, accountants, or attorneys with them. Please register all guests at least one week prior to the Summit to guarantee guests a seat, handouts, and a student manual.
We try to select venues with convenient access to airports, freeways, and food options.  We negotiate aggressively to find competitive and affordable sleeping rooms.  Most Summit venues have also been adjacent to activities and attractions. Specific hotel, discounted room rates, and other event-specific details will be e-mailed to students after they register for the event.

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.