A two-day live event for First Gen Earners and Business Owners. Learn how to stop paying the second tax, put your money to work while you use it, and walk out with your own 90-day action plan.
Priority List members get a private price that will never be offered again. It is revealed only to the list, before General Admission opens.
150 seats only. Priority List members hear about tickets first, at the lowest price we'll offer.
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.
The overlooked moves business owners and high earners miss every year.
How the Loop Method lets you buy what you need without draining your savings.
What to set up now so your wealth passes on, not just your bills.
You’ll leave knowing your numbers and the first three moves to make on Monday.
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.
Ten places business owners overpay the IRS, sent to your inbox the minute you join.
Revealed to the list first, before tickets open to the public.
So you arrive knowing your numbers.
A list only rate, because money decisions go better together.
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
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
Priority List seats are limited, so get yours before General Admission opens.
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