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"How many millionaires do you know who have become wealthy by investing in savings accounts?

I rest my case."

 - Robert G. Allen - 

Private Clients

We offer an informative and insightful webinar series on alternative investment strategies, estate tax reduction strategies, and income tax reduction strategies.

Our purpose is to inform you of options you may not have known about, allowing you to

'Keep Wealth in Your Family'

Upcoming Events

Education and awareness are instrumental in knowing and understanding your options so that you can make informed decisions.

Our educational series is designed to strategically build and preserve wealth with progressive tools.

Select any webinar subject you are interested in and simply register to attend. 

These webinars are designed to be informational and are not sales pitches.

We look forward to meeting you!

Private Client Events

  • Energy Real Estate & Technology
    Energy Real Estate & Technology
    Schedule your private meeting
    Conference Call
    Schedule your private meeting
    Conference Call
    Schedule your private meeting
    Conference Call
    Learn how these opportunities may help to reduce your taxable gross income, benefiting business owners and individuals who are wanting to diversify their interests.
  • Gold & Silver
    Gold & Silver
    Schedule your private meeting
    Private Webinar
    Schedule your private meeting
    Private Webinar
    Schedule your private meeting
    Private Webinar
    Learn about the inverse relationship that gold & silver can offer to balance your portfolio in uncertain times.
  • Policy Rescue Audit Process
    Policy Rescue Audit Process
    Register now for your private meeting!
    Webinar
    Register now for your private meeting!
    Webinar
    Register now for your private meeting!
    Webinar
    Are you a trustee for an ILIT? Have you client's estate, personal, or professional financial goals been affected in the last year? Learn how this valuable tool fits in your battle bag.
  • Generational Wealth Transfer
    Generational Wealth Transfer
    Register for your private meeting now!
    Webinar
    Register for your private meeting now!
    Webinar
    Register for your private meeting now!
    Webinar
    Learn how this lesser known legal structure is used to protect your clients' estate.
  • Energy Real Estate & Technology
    Energy Real Estate & Technology
    Schedule your private meeting
    Conference Call
    Schedule your private meeting
    Conference Call
    Schedule your private meeting
    Conference Call
    Learn how these opportunities may help to reduce your taxable gross income, benefiting business owners and individuals who are wanting to diversify their interests.
  • Gold & Silver
    Gold & Silver
    Schedule your private meeting
    Private Webinar
    Schedule your private meeting
    Private Webinar
    Schedule your private meeting
    Private Webinar
    Learn about the inverse relationship that gold & silver can offer to balance your portfolio in uncertain times.
  • Women's Wealth Club - MVPL International Chapter Meeting
    Women's Wealth Club - MVPL International Chapter Meeting
    Multiple Dates
    Thu, Dec 15
    Live In Person and Online Event
    Dec 15, 2022, 4:00 PM – 5:30 PM PST
    Live In Person and Online Event
    Dec 15, 2022, 4:00 PM – 5:30 PM PST
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.
  • MVPL - Live On the Radio!
    MVPL - Live On the Radio!
    Mon, Dec 05
    Live Radio Interview
    Dec 05, 2022, 1:30 PM – 2:00 PM MST
    Live Radio Interview
    Dec 05, 2022, 1:30 PM – 2:00 PM MST
    Live Radio Interview
    Worried about how taxes and inflation are negatively effecting your financial plan? Join Monica Breaux for her live radio interview on KFNX 1100AM to hear about solutions that can provide individuals, families and businesses an insulation from the negative effects of the economy.
  • Women's Wealth Club - MVPL International Chapter Meeting
    Women's Wealth Club - MVPL International Chapter Meeting
    Multiple Dates
    Thu, Nov 17
    Live In Person and Online Event
    Nov 17, 2022, 4:00 PM – 5:30 PM PST
    Live In Person and Online Event
    Nov 17, 2022, 4:00 PM – 5:30 PM PST
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.
  • Women's Wealth Club - MVPL International Chapter Meeting
    Women's Wealth Club - MVPL International Chapter Meeting
    Multiple Dates
    Thu, Oct 20
    Live In Person and Online Event
    Oct 20, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Oct 20, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.
  • MVPL - Live On the Radio!
    MVPL - Live On the Radio!
    Wed, Oct 05
    Live Radio Interview
    Oct 05, 2022, 1:30 PM – 2:00 PM MST
    Live Radio Interview
    Oct 05, 2022, 1:30 PM – 2:00 PM MST
    Live Radio Interview
    Worried about how taxes and inflation are negatively effecting your financial plan? Join Monica Breaux for her live radio interview on KFNX 1100AM to hear about solutions that can provide individuals, families and businesses an insulation from the negative effects of the economy.
  • Women's Wealth Club - MVPL International Chapter Meeting
    Women's Wealth Club - MVPL International Chapter Meeting
    Multiple Dates
    Thu, Sep 15
    Live In Person and Online Event
    Sep 15, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Sep 15, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.
  • Make a Difference Experience
    Make a Difference Experience
    Wed, Sep 14
    Casey's
    Sep 14, 2022, 2:30 PM – 4:00 PM PDT
    Casey's, 212 Elks Point Rd #101, Zephyr Cove, NV 89448, USA
    Sep 14, 2022, 2:30 PM – 4:00 PM PDT
    Casey's, 212 Elks Point Rd #101, Zephyr Cove, NV 89448, USA
    An educational and fun series to learn how to enrich lives through giving.
  • Insurance Policy Rate Increases - How This Affects Someone You Love
    Insurance Policy Rate Increases - How This Affects Someone You Love
    Thu, Aug 25
    9,000,000 Policies Matter
    Aug 25, 2022, 9:00 AM – 10:00 AM PDT
    9,000,000 Policies Matter
    Aug 25, 2022, 9:00 AM – 10:00 AM PDT
    9,000,000 Policies Matter
    Inflation Affects: * Standard of Living * Bond Values * Groceries, gas, clothes, & sundries Inflation's impact is WORSE for the 9 MILLION seniors who have life insurance policies that have increased 100% to 400%! Learn how to help them.
  • MVPL - Live On the Radio!
    MVPL - Live On the Radio!
    Wed, Aug 24
    Live Radio Interview
    Aug 24, 2022, 1:00 PM – 2:00 PM MST
    Live Radio Interview
    Aug 24, 2022, 1:00 PM – 2:00 PM MST
    Live Radio Interview
    Worried about how taxes and inflation are negatively effecting your financial plan? Join Monica Breaux for her live radio interview on KFNX 1100AM to hear about solutions that can provide individuals, families and businesses an insulation from the negative effects of the economy.
  • Women's Wealth Club - MVPL International Chapter
    Women's Wealth Club - MVPL International Chapter
    Multiple Dates
    Thu, Aug 18
    Live In Person and Online Event
    Aug 18, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Aug 18, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.
  • Estate & Medical - Preparedness Planning
    Estate & Medical - Preparedness Planning
    Multiple Dates
    Mon, Jul 25
    On-Demand Webinar
    Jul 25, 2022, 5:00 AM PDT – Dec 31, 2022, 11:00 PM PST
    On-Demand Webinar
    Jul 25, 2022, 5:00 AM PDT – Dec 31, 2022, 11:00 PM PST
    On-Demand Webinar
    Protect Yourself and Your Family. What YOU Need to Know, and Where To Go For Help with Your Planning.
  • Tax-Deferred vs. Tax-Free Strategies
    Tax-Deferred vs. Tax-Free Strategies
    Multiple Dates
    Sat, Jul 23
    On-Demand Webinar
    Jul 23, 2022, 5:00 AM PDT – Dec 31, 2022, 11:00 PM PST
    On-Demand Webinar
    Jul 23, 2022, 5:00 AM PDT – Dec 31, 2022, 11:00 PM PST
    On-Demand Webinar
    Traditional wisdom, as passed down by well-meaning family and friends, can be wrong. And when you don't know what you don't know, you too can fall victim to the same money mistakes that have cost many Americans tens of thousands of dollars of their retirement income.
  • Maximize Your Social Security - In Uncertain Times
    Maximize Your Social Security - In Uncertain Times
    Multiple Dates
    Sat, Jul 09
    Webinar
    Jul 09, 2022, 7:00 PM PDT – Dec 31, 2022, 11:00 PM PST
    Webinar
    Jul 09, 2022, 7:00 PM PDT – Dec 31, 2022, 11:00 PM PST
    Webinar
    Did you know that your Social Security benefits could be taxable? * Learn 3 strategies to help you and your spouse know when to file * How do the new rules of Social Security apply to you? Join us to find out the answers to these
  • Women's Wealth Club  MVPL International Chapter Meeting
    Women's Wealth Club  MVPL International Chapter Meeting
    Thu, Apr 21
    Live In Person and Online Event
    Apr 21, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Apr 21, 2022, 4:00 PM – 5:30 PM PDT
    Live In Person and Online Event
    Our goal is to help women collaborate, inspire, and encourage one another to be amazing and successful in their business and their lives.

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