Strategic Wealth Building Summit
San Jose, CA | July 18, 2026
8:30 – 9:15 — Registration, Breakfast, & Networking
9:20 – 9:30 — Dara Parisi
Welcome & introduction
9:30 – 10:15 — Steve Parisi
The Hidden in Plain Sight Asset
10:15 – 10:40 — Elizabeth Morgan
Defining Terms (Trusts, LLCs, Family Office, and Basics)
Basic entity concepts (corporations, LLCs, partnerships), fiduciary structures in common law and civil law legal systems, asset protection concepts (federal and state exemptions and remedies processes), protective tools)
10:40 – 10:45 — Break
10:45 – 11:30 — Brock Bales From Startups to Billion-Dollar Companies. Business and Tax Planning for Entrepreneurs
12:00 – 1:00 — LUNCH
1:00 – 1:45 — Stephani Transue
Using a Whole Life Policy As Your Own Bank.
How to set it up, and how to use it
1:45 – 2:30 — Mike Nie
Leveraging Real Estate and Tax Savings
Advanced tax strategies to maximize wealth & protect your legacy
2:30 – 2:40 — BREAK
2:45 – 3:15 — Steve Parisi
Retirement Roadmap
3:15 PM – 3:45 PM – Elizabeth Morgan
Asset Protection Techniques For California Residents
3:45 – 4:30 — Q&A Panel
4:30 — Steve Parisi
Closing Remarks
4:30 – 8:00 — Private Dinner & Networking
Santana Row
A sophisticated open-air promenade steps from the hotel, lined with acclaimed restaurants, designer boutiques, and vibrant evening energy. Perfect for a leisurely post-event stroll or a refined dinner out.
Winchester Mystery House
A short walk from the hotel, this legendary Victorian estate built by Sarah Winchester is one of California’s most captivating landmarks. Architectural curiosities abound from staircases that lead nowhere to doors that open to walls. Open daily from 10am.
Plaza de Cesar Chavez
The heart of downtown San Jose, this beautifully maintained park offers a peaceful retreat surrounded by acclaimed restaurants, cultural institutions, and tree-lined walkways.
Computer History Museum
Mountain View, approx. 25 min A world-class institution chronicling the evolution of technology from early computing to modern artificial intelligence. A must for the intellectually curious. Open Wed–Sun.
Cielo Rooftop Bar
An elevated open-air experience perched atop the hotel. Fireside seating, curated wines, champagne service, and sweeping sunset views make this an ideal way to close an evening. Open Thu–Sat from 5pm.
Vbar
A sophisticated lobby-level lounge with a moody, intimate atmosphere, a thoughtfully crafted cocktail menu, and an inviting fire pit courtyard. Open daily from 4pm.
Dining on Santana Row:
Fogo de Chão
A celebrated Brazilian steakhouse featuring tableside carving service and an exceptional selection of fire-roasted cuts.
Augustine
An upscale dining destination known for its carefully crafted menu and elegant atmosphere.
Oveja Negra
A stylish, contemporary spot with bold flavors and a convivial dining room energy.
Left Bank
A beloved French brasserie bringing the warmth of a Parisian neighborhood restaurant to Santana Row.
Zazil
A refined take on Mexican cuisine with thoughtfully crafted dishes and a vibrant, inviting setting.
Pizza Antica
A neighborhood favorite celebrated for its artisan pizzas and relaxed, approachable atmosphere.
J. Lohr Vineyards & Wines
A distinguished urban tasting room celebrated for its exceptional portfolio of reds and whites and its knowledgeable, welcoming staff. Open daily.
Testarossa Winery (Los Gatos, ~20 min)
Consistently rated the best local winery by the San Jose Mercury News, this celebrated destination is set in a stunning historic building and is known for its exceptional Chardonnay and Pinot Noir.
Big Dog Vineyards (Milpitas, ~15 min)
An estate winery open Saturdays and Sundays from 12–5pm, featuring live music and award-winning single varietal wines including a 92-point Shiraz recognized by Wine Enthusiast Magazine.
Alamitos Vineyards (San Jose, ~20 min)
San Jose’s only vineyard within city borders, offering intimate reservation-based tastings on Saturdays and Sundays from 11am–4pm. Wines are served from a vintage 1964 Silver Streak trailer overlooking picturesque hillside views of Quicksilver Park.
Regale Winery (Los Gatos, ~25 min)
Open Sundays from 11am–5pm, this scenic Santa Cruz Mountains destination pairs its tastings with wood-fired pizzas and antipasti from an on-site caterer, set among vineyard gardens with mountain views.
San Jose Improv
A premier comedy venue hosting nationally touring headliners. Advance reservations are recommended.
Rooster T Feathers
A cornerstone of Silicon Valley’s entertainment scene, this intimate club has cultivated a devoted following over four decades of exceptional live comedy.