30+ Elite money experts teach their strategies to grow, protect, and maximize your money.

Wealth Summit is the BIGGEST ONLINE FINANCIAL CONFERENCE of 2017! Learn how to slash your taxes, grow your wealth, protect what you have, and retire financially confident.

Claim your FREE TICKET to the Wealth Summit for a limited time (a $299 Value)


The Wealth Summits' Mission Statement is simple. Our goal is to educate and empower investors with actionable tools, tips, and tactics to help them grow, protect, and maximize their personal wealth.


Join 30+ “All-Star” national financial experts as they teach their favorite financial strategies and share industry secrets to maximize your wealth!

This isn’t your “run of the mill” seminar either, this is the real deal! The Summit is jam-packed full of real-world actionable tactics you’ll immediately be able to implement on your own! You’ll love the pure education this virtual summit will provide.

And it doesn’t matter whether you’re a money whiz or a financial novice. You’ll learn the same methods and strategies our professionals use for their clients, and themselves!

Just one single nugget of financial wisdom alone could be worth its weight in gold to you and your personal wealth. This Summit provides over 30 hours of professional knowledge! It’s like getting the cliff notes version of a masters in financial planning online. Grab your FREE TICKET today before we fill up!


  • How to build a million dollar triple-tax-free retirement using the medical IRA strategy
  • What’s better for your IRA and 401k savings? Tax-free Roth or pre-tax contributions?
  • The 4 real factors which drive your investment returns, and how to maximize them
  • How to protect your nest egg against catastrophic medical expenses in retirement
  • How to avoid investment scams, fraud, and losses from unscrupulous brokers (with real stories)
  • When you should buy (or run for cover) from those fancy annuities sold on TV
  • 3 secrets to managing and minimizing healthcare costs during retirement
  • 5 ways to create a rock solid budget, and why you may just need the “Anti-Budget” instead
  • Why inflation – not bad markets – is really your biggest enemy, and how to insulate yourself from it
  • How to dominate your golden years by doing a “retirement rehearsal”
  • Why 98% of “financial advisors” aren’t legally obligated to act in your best interests, and how to find the 2% of “real financial advisors” who are
  • and much, much more!

No One Cares More About Your Money Than You!

The Wealth Summit is the first ever of its kind virtual financial education event. There is no hype, no fluff, and no sales pitch!

The Summit is designed to help you maximize your personal wealth through great education from industry leading financial fiduciaries and advisors.


Day 1 – Friday, September 1st

Healthcare & Medical

3 Simple Ways To Manage Your Healthcare Costs During Retirement

An average couples healthcare costs during retirement are estimated to be more than $250,000, and many experts think even that estimate is conservative. David Armes, who formerly worked for Medicare, will share best practices to managing your healthcare costs during retirement, and minimizing their impact on your personal finances.

David Armes, CFP®, MBA

Dover Health Care Planning

Retirement Planning

The Retirement Rehearsal

$52.4 billion dollars of unused vacation pay is lost every year. What if you could use some of that money to improve your retirement outcomes? You can massively improve your retirement financial success by doing a “Retirement Rehearsal”. Avoid boredom, set yourself up to dominate retirement by taking a “dry run”!

Benjamin Brandt, CFP®, RICP®

Retirement Starts Today

Financial Planning

4 Steps To Building An Effective Household Financial System

We maintain our cars and our homes, we go to the dentist and the doctor for check ups, yet our finances tend to get little – if any – attention! Hui-chin is a specialist at creating checklists and systems to make managing your personal family finances fun and easy!

Hui-chin Chen, CFP®

Pavlov Financial Planning


Dimensions Of Investing Which Drive Returns: The 4 Factors You Need To Know

You’ve probably heard the phrase “buy and hold”. Generally speaking, that’s great advice! But have you ever thought to yourself “What exactly should I buy and hold?” The fact is there are 4 critical factors of investing which drive your results in large part. Rubin Miller is a Regional Director with Dimensional Fund Advisors. He’ll explain in detail the four investment dynamics you really need to understand as an investor.

Rubin Miller

Dimensional Investing

Financial Planning

3 Tricks To Get The MAXIMUM Tax Benefits From Your Charitable Donations

The point of giving—whether to charity, church, or some other nonprofit organization—is to positively impact those less fortunate, right?  Well if you’re not careful to examine the tax implications of your donation, the government will take what it considers to be its share.  Garret Prom, founder of Prominent Financial Planning, joins the Wealth Summit to discuss the proper way to give charitably so that those in need receive the maximum amount of benefit. 

Garrett Prom, CFP®, CRPC®, EA

Prominent Financial Planning

Day 2 – Saturday, September 2nd

Tax Planning

3 Steps To Maximizing Tax Savings Using Roth IRA Conversions & Strategic Recharacterizations

Roth IRA’s are AWESOME! But the fact is you may not be getting as much as possible out of them. By strategically converting and recharacterizing your Roth accounts into buckets, you could save thousands of dollars in taxes! I’ll explain the process and pitfalls to watch out for.

Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Redrock Wealth Management

Retirement Planning

3 Things You Need To Know About Your 401k Plan

So you’ve got a great 401k plan at work, but have NO CLUE what to do with it? There are 3 critical things you must know to really maximize your retirement savings!

John Frisch, CPA/PFS, CFP®, AIF®, PPC™

Alliant Wealth Advisors


Investing 8 Years Into A Bull Market

If you just had a million dollars drop into your lap, would you put it all into the market today? We’re 8 years into a bull market after all, and normally we have a bear market every 4 years or so. Michael will share his perspective and strategies for investing in this stock market.

Michael Garry, CFP®, JD/MBA

Yardley Wealth Management, LLC

Financial Planning

Why You Don’t Need a Budget (and what to do instead)

A family budget is perhaps the most overlooked part of anyone’s financial plan. It’s also the most important by many standards. The problem is budgeting is just plain BORING! Miguel shares why budgeting is important, but also why you may need the “Anti-Budget” instead!

Miguel Gomez, CFP®

Lauterbach Financial Advisors

Day 3 – Sunday, September 3rd

Risk Management

3 Ways To Protect Yourself From Creditors And Predators

Planning for the unexpected is part of building an impenetrable financial plan! How you hold and title your assets may determine how much financial exposure you have. Asset protection trusts are a viable way to protect yourself from creditors and predators!

Thomas E. Greene III, Esq.

Liberty Street Advisory Group

Retirement Planning

7 Steps For Gen XY’ers To Dominate Their 401k Plan

Every financial expert will tell you to put money into your 401k plan at work. What they don’t tell you is how, why, and when to make the absolute most out of your savings! Lauren is a 401k plan expert. She’s helped thousands of people build a retirement nest egg with 7 simple strategies.

Lauren Haynes, CIMA, CFP®

Evolution Advisers


Socially Responsible Investing – How To Make A Positive Impact With Your Investments

In this day and age of pesticides in our food, inhumane treatment of animals, global warming, tobacco, drugs, and alcohol – it’s natural for many investors to want to make a positive impact on the world through their investments! Bill Holliday is an expert on investing to make a positive difference in the world! He’ll teach you how, why, and what to expect from a socially responsible investment portfolio.

Bill Holliday, CFP®

AIO Financial

Retirement Planning

3 Tricks To Master Your 3 Retirement Money Phases

Are you thinking about retiring? Already retired? In your late years of life? When it comes to income and investment planning, there are different phases of retirement. Different things you must focus on to be financially successful! Cheryl is an expert in retirement income planning. She’ll teach you the different phases of retirement money and planning, and share actionable tips to help you live both a purposeful, and memorable retirement without worrying about money at any phase of life!

Cheryl Krueger, CFP®, FSA

Growing Fortunes

Day 4 – Monday, September 4th


3 Ways To Protect Your Money From Shady Brokers

Bernie Madoff stole over 20 BILLION dollars from his trusting clients. What’s preventing YOU from falling prey to a similar scam? While not every broker is out to steal from you, many are simply unscrupulous. David Liebrader is an expert in bringing shady brokers to justice. He’ll share some real life stories, and 3 things you can do to make sure you’re not the next big victim!

David Liebrader, JD, Judge Pro Temp

Investment Loss


Critical Components Of An Effective Long Term Care Strategy

The number one thing retirees worry about is running out of money. The second most common fear is catastrophic long term medical expenses. Mark Maurer is a premier expert in long term care insurance. He’ll explain how long term care insurance works, what to look for in a policy, and how to reduce that massive risk to your retirement.

Mark Maurer, CFP®, MBA

LLIS Insurance Advisor

College Savings

Inside The 529 Plan: How To Select The Best College Savings Plan For Your Family

While many young families want to plan for their kids college expenses, most don’t know how! Most college plans are sold with heft commissions built in. Debbie is an expert in college planning for young families. She’ll share what to do, and what to avoid, to maximize the money your child can spend on higher education.

Deborah Meyer, CPA, CFP®

Worthy Nest


The 10 Life Insurance Mistakes You’re Likely Making And The Thousands Of Dollars It’s Costing You

You know how all of those fancy dinner seminars seem to have investment products which promise the moon with no downside risk? Have you ever wondered how those things really work? Scott is one of the nations pre-eminent fiduciary financial advisors who specializes in insurance solutions. Since insurance products – like these fancy products – are sold ONLY with commissions, that makes Scott a VERY RARE breed! He’ll teach you what these products really are, how and why they MAY be appropriate, but more importantly what you should really do instead!

Scott Witt, FSA, MAAA

Witt Actuarial Services, LLC

Day 5 – Tuesday, September 5th

Financial Planning

Let’s Get Through Old Age Without Killing Each Other: The Boomer’s Guide To Caring For Aging Parents

Caring for elderly parents is increasingly becoming a financial burden on today’s retirees. It truly becomes an issue when young retirees are supposed to be enjoying retirement, yet find reasons to disagree over the potentially massive financials of caring for elderly parents. Scott is an expert on helping baby boomers care financially for their aging parents while maintaining a financial plan that works for them.

Scott Neal, CPA, CFP®

D. Scott Neal

Financial Planning

The Fiduciary Fuss: Finding The Best Financial Advice In A World Of Brokers Selling Products

According to Tony Robbins best selling book “Unshakable”, 98% of all financial advisors are merely brokers selling financial products. Only 2% of advisors are acting in a true fiduciary capacity. Carlos is the Managing Director of the Center for Fiduciary Excellence, a worldwide organization which sets the dominant standards for financial advisors. He’ll share his insights on what exactly a fiduciary financial advisor is, and how to find one of those “elite” 2% Tony Robbins recommends you find to help you tackle your most precious financial goals and dreams.

Carlos Pankseep


Retirement Planning

401k/IRA Alternatives For A Tax-Advantaged Retirement Plan

Your might not have known that your life insurance policy can double as life insurance and an investment tool for your retirement planning!  Andrew Thomas, who directs investment product sales for TIAA, joins the Wealth Summit to discuss the Variable Universal Life insurance policy and how it can be used to accomplish both objectives.

Andrew Thomas, CLU®, ChFC®


Retirement Planning

Roth IRAs Rock: Who, What, When, Why, & HOW

Traditional IRA or Roth IRA?  401k or Roth 401k?  With so many taxable retirement accounts out there, how do you know which one is best for you?  Johanna Fox-Turner, a fee-only financial advisor with 35 years of experience, joins the Wealth Summit to tell us how valuable a Roth IRA can be to our retirement portfolio.

Johanna Fox Turner, CPA, CFP®, RLP®

Fox & Company Wealth Management

Retirement Planning

Why You Should Consider Asset-Liability Matching For Your Retirement Income Planning

Asset-liability matching is an investment approach that pension plans have used for years. Its purpose is to match assets to the job they need to do – such as generate a reliable stream of cash flow for retirement. This presentation discusses what it is, how it works, and why it is a great approach to use for your retirement portfolio.

Dana Anspach, CFP®, RMA®, Kolbe Certified Consultant®

Sensible Money, LLC

Day 6 – Wednesday, September 6th

Financial Planning

Planning For Your Last Hurrah: Why Funeral Planning Is Important For Everyone

It’s not IF you die—it’s WHEN you die.  While it can often be a difficult subject for some to discuss, it’s important to celebrate our loved ones the way they wish to be remembered.  Lauren Gadkowski Lindsay, director of financial planning for Personal Financial Advisors in Louisiana, joins the Wealth Summit to discuss the necessary preparations both sides should take in order alleviate further burdens down the road during such difficult times.

Lauren Gadkowski Lindsay, CFP®

Personal Financial Advisors

Financial Planning

What You MUST Know About Student Loan Forgiveness

Rising tuition costs have left many young professionals with massive student loan debt as they enter the workforce—burdens that often take 20-30 years to pay off.  To make matters worse, payment plans and requirements can often be terribly confusing, causing mistakes that cost you money.  Jason Hamiltion, CEO of KIS Financial Planning, helps owner/operated small business owners and entrepreneurs minimize their taxes and maximize their largest wealth building asset.  Due to the severe student loan debt crisis, he also helps clients with large student loan burdens “take back their life.”  He joins the Wealth Summit to discuss some important ways to handle such burdens. 

Jason Hamilton, CFP®

KIS Financial Planning, LLC

Financial Planning

Financial Frenemies: How To Avoid The Top 6 Investment Mistakes

The world of finance is so incredibly complex, it’s impossible to know how to do everything “perfect”. Sometimes, it’s just as important to know what NOT to do instead! Avoiding “sure-thing investments” and those who position themselves as your trusted allies and advisors may be the most critical route to reaching your investing goals.

Dan Solin

Sales Coach

Financial Planning

How The NEW Reverse Mortgage Can Help You Maximize Your Retirement Outcomes

The term “reverse mortgage” has been known to make retirees cringe at its mention, yet Don Graves, president and founder of HECM Institute for Housing Wealth Studies, says a reverse mortgage can serve as a valuable additional stream of income during the decumulation phase of life.  If there were a proven resource that allowed you to increase cash flow, reduce your risk, preserve your assets, enhance your liquidity, and even add retirement dollars back into your savings account, wouldn’t you be interested?  Don joins the Wealth Summit to show you how to utilize the reverse mortgage to accomplish these retirement objectives.

Don Graves, RICP®, CRMS

HECM Institute for Housing Wealth Studies

Day 7 – Thursday, September 7th

Retirement Planning

Social Security Claiming: How To Maximize Your Benefits

While many have mixed views on the Social Security system, a proper plan will allow you to receive the maximum amount of benefits upon retirement.  Marc Kiner, part owner and president of Premier Social Security Consulting, LLC., joins the Wealth Summit to share his knowledge of the Social Security system so that you can make informed, educated decisions.

Marc Kiner, CPA, NSSA

Premier Social Security Consulting


VANGUARD: Global Economic Updates, What To Expect For The Future, And The Active vs. Passive Index Fund Debate Rages

The market can be a fearful and terrifying place, especially considering its effect on your financial portfolio.  Further, it often fluctuates directly with the economies of the world, which makes it imperative that your financial advisor/planner stays up to date on new policies and regulations.  Chris Tidmore, senior investment strategist in Vanguard’s investment strategy group, and Andrew Patterson, senior economist in Vanguard’s investment strategy group, join the Wealth Summit to discuss the current market outlook and the impact passive vs. active investing has on your portfolio.

Chris Tidmore, CFA and Andrew J. Patterson, CFA

Vanguard Senior Analysts

Retirement Planning

The Only Triple Tax-Free Way To Build A One Million Dollar Retirement Plan

You’ve no doubt heard of the 401k and IRA plan, have you heard of the “Medical IRA Retirement Plan”? Garrett is an expert in health savings accounts, and he’ll teach his little known tactic to create a one million dollar triple tax free retirement plan! This talk along will put your 401k to shame!

Garrett Prom, CFP®, CRPC®

Prominent Financial Planning, LLC

Financial Planning

Life Settlements: How To Cash In On Your Old Life Insurance Policies

A life settlement can serve as a valuable extra lump sum of cash.  Many don’t realize that their life insurance policy can be used as an asset at their disposal.  Mark Mrky, a managing member of Life Insurance Settlements, Inc., joins the Wealth Summit to discuss the life settlement industry, an industry that has the potential to provide value to you and your family.

Mark Mrky

Life Insurance Settlements, Inc.


We’ve assembled an amazing group of fiduciary financial advisors and industry experts. Each one will share their own secrets and strategies to help you master a specific area of your personal finances.

Despite how busy they are running their day-to-day businesses, they’ve dedicated their own personal time to share their best tips and techniques! This IS NOT your “run-of-the-mill” sales pitch with a free dinner. These are world-class advisors dedicated to helping you achieve maximum wealth!

You’re in for a real treat!

David Armes

Benjamin Brandt

Hui-chin Chen

Miguel Gomez

Cheryl Krueger

John Frisch

Michael Garry

Rubin Miller

Thomas E. Greene III

Lauren Haynes

Bill Holliday

Johanna Fox Turner

David Liebrader

Mark Maurer

Deborah Meyer

Dan Solin

Scott Neal

Carlos Pankseep

Garrett Prom

Jason Hamilton

Scott Witt

Lauren Gadkowski Lindsay

Mark Mrky

Marc Kiner

Don Graves

Andrew J. Patterson

Chris Tidmore

Dana Anspach

Greg Phelps


Frankly, the real question is “Why wouldn’t you claim your free ticket now?”

Any single nugget of insight can save you time, money, and energy. Any little financial tidbit you glean may help you leave a legacy for your loved ones or charity, or even help you send the kids to a better college or make sure you have enough money to comfortably retire on!

So why wouldn’t you claim your free ticket today? And in case you want a few more reasons, just remember:


It’s FREE! That’s right, this is a FREE event (for a limited time)!


It’s CONVENIENT! It can’t get much more convenient than the ability to watch each session from the comfort of your couch with an iPad, phone, or computer.


It’s EDUCATIONAL! Each speaker has agreed to provide amazingly valuable and actionable information WITHOUT A SALES PITCH!

Again, it’s like getting the cliff notes version of a masters in financial planning!

No One Cares More About Your Money Than You!

The Wealth Summit is the first ever of its kind 100% online financial education event. There is no hype, no fluff, and no sales pitch!

The Summit is designed to help you maximize your personal wealth through great education from industry leading financial fiduciaries and advisors.


You probably expect a sales pitch or some other “catch”. Let me break this down for you in simple terms.


If you have internet, you can watch from anywhere! You don’t need to fly or drive to a hotel, paying for a room and meals. This is 100% virtual! Watch from your couch, or by the pool with an ice cold beverage!


Watch when you want! All sessions will be presented throughout the week of September 1st. During the free portion of the Summit, you can watch and replay each session as many times as you like within 48 hours from its scheduled time. Can’t watch all the sessions you want within 48 hours? No worries! Just grab the Wealth Summit “All Access Pass” and own the content forever!


These speakers are amazing! You won’t find a list of speakers like this anywhere. Each one of these speakers is highly successful in their own practice niche, and most of them don’t typically do events like these. You’re in a position to roll up your sleeves and maximize your wealth using the same insight some of the nation’s leading financial fiduciaries and industry experts use.


You can be a money geek or financial novice and you’ll still learn tricks to improve your financial planning. These speakers and their topics aren’t designed for Wall Street Insiders, they’re designed for you! The typical person who really needs and wants help in making the most of the wealth they have.


I would too. It really does sound too good to be true I’ll admit. In the interest of full disclosure, here are the most common questions we get.

Is it really FREE?

Yes, it’s really free if you watch the sessions live or within 48 hours. If you want to upgrade to an “All Access Pass” and get the content indefinitely, you can easily do so.

Is it really EDUCATIONAL?

Yes, every speaker you’ll see is dedicated to providing you valuable and actionable information. Not one single session is a sales pitch. If you do want to connect with one of our speakers, at the end of each session we’ll provide you the best way you can do that. Aside from you reaching out to them, it is 100% educational with no sales pitch.

What if I buy an “All Access Pass” and want my money back?

No problem. We provide a NO QUESTIONS ASKED 100% money back guarantee provided you request it within 30 days of the Summit’s end.




Greg himself is an accomplished CEFEX certified fiduciary financial advisor, speaker, author, and most importantly loving husband and father of twin 14 year old boys. Greg has helped thousands of people achieve and master their own retirement wealth over the last two decades plus!

“Friends, clients, and colleagues have asked me why I’m creating this Summit. It’s simple really, I LOVE educating people! I want to help them avoid the critically painful mistakes I’ve seen throughout the years, and honestly maximize and protect their personal wealth. Doing this one client at a time has been great for the last 20+ years, but I want to leave a larger – more positive – impact on the world. It’s time to use technology and think bigger!”

Through his 20+ years of contacts in the financial industry, Greg has been able to pull together this All-Star cast of amazing speakers and educators. If one person gets one critical piece of information that saves them from making a big mistake, or helps them boost their finances to the next level, this will all have been worth it!

No One Cares More About Your Money Than You!

The Wealth Summit is the first ever of its kind 100% virtual financial education event. There is no hype, no fluff, and no sales pitch!

The Summit is designed to help you maximize your personal wealth through great education from industry leading financial fiduciaries and advisors.