Most Families Inherit Bills. Wealth Builders Inherit Capital. Which one will your family be?
A 2-day live event for first-gen earners and business owners. Learn how to improve your credit, get business funding, stop paying the second tax, and put your money to work while you use it. Walk out with your own 90-day action plan.
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The room you’ll be in
Only 150 seats, set at round tables so you can actually talk to the people next to you. You’ll work your own numbers right there in the room, sit with other first-gen earners and business owners who know where you came from, and bring your spouse or partner so you make these decisions together.
You figured out how to make good money. Nobody showed you how to keep it.
You might be the first in your family earning this kind of income or running your own business. But wealth is about more than making money. It’s about creating options for your family, opportunities for the next generation and impact in your community, while keeping more of what you earn inside the family.
This is for you if:
- You earn $100K+ or own a profitable business
- You wrote a bigger check to the IRS than you expected this year
- You have old 401(k)s or savings with no real plan
- You want to build something your family can actually inherit
What you’ll walk out with
A Credit and Funding Game Plan
Simple moves to raise your score and position your business to qualify for funding.
A plan to stop paying the second tax.
The overlooked moves business owners and high earners miss every year.
A way to use your money and keep it growing.
How the Loop Method lets you buy what you need without draining your savings.
A plan for what your family inherits.
What to set up now so your wealth passes on, not just your bills.
Your 90-day action plan.
You’ll leave knowing your numbers and the first three moves to make on Monday.
Build something that outlives you.
You worked hard to get here. The next step is building wealth that lasts beyond you and puts you in a position to fund what matters to your family, your church and your community.
What the Priority List Gets You
The Second Tax Checklist, today.
Ten places business owners overpay the IRS, sent to your inbox the minute you join.
The lowest ticket price we’ll offer.
Revealed to the list first, before tickets open to the public.
A private virtual session with Jeff The Wealth Builder before Atlanta.
So you arrive knowing your numbers.
Bring your spouse or partner for less.
A list only rate, because money decisions go better together.
Someone on the Priority List is going to Atlanta on Me.
Only Priority List members are eligible. Join to find out how.
Founder, Cash Value Wealth Builders · B.S. and M.S., Penn State · Author of My Cash Value Is King and The B.A.S.I.C. No BS Guide to Building Indestructible Wealth
Jeff “The Wealth Builder” Moore
I grew up in North Philadelphia, the youngest of eight. My parents had a 5th- and 7th-grade education. They taught me to work hard, but nobody in our house talked about building wealth. I became the first in my family to graduate college, start a business and invest.
In 2008 I lost nearly everything except the cash value I had built, which I could still access. That changed how I look at money. For almost 30 years I’ve helped families build wealth they can control.
I teach people how money really works, I challenge the beliefs that keep them overpaying, and I believe in them until they believe in themselves. This Summit is the room I wish I’d had when I started.
Stay locked in. Jeff Moore.
FIRST GEN PROUD
Build it on your terms and pass it on.
Priority List seats are limited, so get yours before General Admission opens.
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