Wealth Creation,
Wealth Protection &
Wealth Transfer
A private educational session for successful families, business owners, technology professionals, and real-estate investors who want to build, protect, and efficiently transfer wealth to the next generation.
📈 WEALTH CREATION
Strategies designed to build long-term wealth and create tax-advantaged retirement income.
🛡️ WEALTH PROTECTION
Explore strategies for protecting assets, managing risk, and preparing for future tax liabilities.
👥 WEALTH TRANSFER
Learn how trusts, estate planning, and life insurance may help transfer wealth efficiently to the next generation.
✓ Included in This Briefing
- ✓ Living Trust & Estate Plan audit checklist
- ✓ 2026 TCJA estate tax sunset mitigation roadmap
- ✓ Insurance-backed wealth compounding models
Prefer a Private Strategy Session?
Can’t attend the weekend dates? Schedule a confidential 30-minute private briefing with our advisory team.
Reserve Your Complimentary Seat
Interactive Venue Google Maps
Sewa Community Center
691 S Milpitas Blvd, Milpitas, CA 95035
Free on-site surface parking available directly in front of the center.
Get Directions in Google Maps →Holiday Inn, Dublin
6680 Regional St, Dublin, CA 94568
Spacious parking lot adjacent to the hotel conference facility.
Get Directions in Google Maps →