Protect wealth logo

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.

Event cover image

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.

Should I Consider An Equal Opportunity Trust?

Should I Consider An Equal Opportunity Trust?

Real State

An incentive trust, which is also known as an equal opportunity trust, is a legal…

Should I Consider An Equal Opportunity Trust?

Real State

An incentive trust, which is also known as an equal opportunity trust, is a legal…

Ways To Save Money Without Overdoing It

Ways To Save Money Without Overdoing It

Real State

Knowing how to save money is a crucial life skill that too many people lack.…

Ways To Save Money Without Overdoing It

Real State

Knowing how to save money is a crucial life skill that too many people lack.…

When Is A Business Too Small To Incorporate?

When Is A Business Too Small To Incorporate?

Real State

There are no specific size requirements to incorporate business since companies of all sizes are…

When Is A Business Too Small To Incorporate?

Real State

There are no specific size requirements to incorporate business since companies of all sizes are…

Should I Consider An Equal Opportunity Trust?

Should I Consider An Equal Opportunity Trust?

Real State

An incentive trust, which is also known as an equal opportunity trust, is a legal…

Should I Consider An Equal Opportunity Trust?

Real State

An incentive trust, which is also known as an equal opportunity trust, is a legal…

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

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.
ATTEND 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.
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.