BEGIN:VCALENDAR VERSION:2.0 PRODID:-//IBC Global - ECPv6.15.15//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:IBC Global X-ORIGINAL-URL:https://ibcglobalinc.com X-WR-CALDESC:Events for IBC Global REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260711T091500 DTEND;TZID=America/Los_Angeles:20260711T200000 DTSTAMP:20260409T083130 CREATED:20260211T184500Z LAST-MODIFIED:20260331T225654Z UID:10000001-1783761300-1783800000@ibcglobalinc.com SUMMARY:Strategic Wealth Building Summit WA DESCRIPTION:Home > Event \n \n \n \n \n \n Strategic Wealth Building Summit WA \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n July 11\, 2026\n\n \n\n\n \n \n \n \n \n \n \n \n \n \n \n July 11\, 2026\n\n \n\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n\n9:15 AM\n\n \n\n\n\n \n - \n\n8:00 PM\n\n\nPDT\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n9:15 AM\n\n \n\n\n\n \n - \n\n8:00 PM\n\n\nPDT\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Anacortes\, WA \n \n \n \n \n \n \n \n Anacortes\, WA \n \n \n \n \n \n \n \n \n \n \n Get Your Ticket\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Event Overview\n \n \n \n \n \n \n \n \n \n \n \n \n Join us for an exclusive\, all-day intensive event designed for those ready to move beyond traditional savings and into active wealth mastery. Set in the heart of Anacortes\, WA\, this event brings together experts in tax strategy\, real estate\, and wealth building to help you bridge the gap between earning a high income and building a lasting legacy.  \n \n \n \n What This Event Is \n \n \n \n \n \n \n \n \n \n \n \n This isn’t a passive seminar; it is a strategic planning session. Over Friday evening and a full-day Saturday\, we pull back the curtain on the “playbook” used by the top 1%. We focus on the mechanics of money\, how to protect it from taxes\, how to multiply it through real estate\, and how to institutionalize it for your family’s future. \n \n \n \n What You'll Learn \n \n \n \n \n \n \n \n \n \n \n \n The lifecycle of wealth:  Advanced Tax & Estate Planning: Learn how to minimize your tax liability and ensure your assets are protected for the next generation.Infinite Banking: Discover how to truly create a system that allows you to operate as your own bank by creating a liquid\, tax-advantaged pool of capital.Real Estate Tax Mastery: Specific strategies for identifying high-yield investments and the tax advantages (like cost segregation and 1031 exchanges) that come with them.Business & Legacy Scaling: From creating a Family Foundation to sophisticated business planning\, learn how to treat your family wealth like a professional enterprise.Retirement Redefined: A roadmap to retiring with the exact income you desire while ensuring your legacy remains intact. \n \n \n \n Who Should Attend\n \n \n \n \n \n \n \n \n \n \n \n \n This event is specifically designed for: High-Net-Worth Individuals looking for more efficient ways to grow and protect their capital.Business Owners who want to optimize their corporate structure and tax positioning.Real Estate Investors seeking to scale their portfolios using advanced financing and tax strategies.Those who want to create a “Multi-Generational Legacy” rather than just a one-time inheritance. \n \n \n \n Event Schedule \n \n \n \n \n \n \n \n \n \n \n \n Friday Evening:6 PM to 8 PM – Early Registration Saturday Morning (9:00 AM – 12:00 PM)8:30 AM – 9:15 AM – Registration\, Breakfast\, & Networking 9:20 AM – 9:30 AM – Welcome & Introduction by Dara Parisi 9:30 AM – 10:30 AM – Steve Parisi: The Hidden in Plain Sight Asset. How Wealthy Families Use Cash Value Life Insurance 10:30 AM – 11:15 AM – Brock Bales: From Startups to Billion-Dollar Companies. Business and Tax Planning for Entrepreneurs. 11:15 AM – 12:00 PM – Elizabeth Morgan: Building Generational Wealth and Family Office Architecture Lunch & Networking (12:00 PM – 1:00 PM) Afternoon Session (1:00 PM – 4:00 PM)1:00 PM – 1:45 PM – Mike Nie: Leveraging Real Estate and Family Foundations to Maximize Tax Savings. 1:45 PM – 2:30 PM – Stephani Transue: Infinite Banking: What Is It? How to Set It Up and How to Use It. How The 1% Have Used This Concept for More Than 100 Years 2:30 – 2:45 pm – Break 2:45 – 3:15 pm – Steve Parisi: Retirement Roadmap: Retire With $1 Million and Pass a Multi-Million-Dollar Legacy 3:15 PM – 4:00 PM – Q&A Panel 4:00 PM – Closing Remarks & Next Steps Evening (5:30 PM – 8 PM)5:30 PM – 8:00 PM – Private Dinner & Networking with the Speakers  \n \n \n \n Featured Speakers\n \n \n \n \n \n \n \n \n \n \n \n \n Steve ParisiAs the founder and CEO of IBC Global\, Steve Parisi has spent his career behind the curtain of high-level finance\, advising banks\, Fortune 500 executives\, and $100M+ private equity firms. Today\, he is on a mission to bridge the gap between institutional wealth and the individual investor. By prioritizing radical transparency and clear education\, Steve and his team simplify elite financial strategies\, making the world’s most powerful wealth-building tools accessible to everyone. \n \n \n \n Stephani TransueStephani Transue joined IBC Global in 2018 and currently serves as a senior associate. She has worked with real estate professionals\, small business owners\, Tax Attorneys\, and owners of a Private Equity Firm with a net worth in excess of $100 Million.   \n \n \n \n Brock BalesAttorney at Morgan & Bales/Elizabeth Morgan & Associates\, Provides domestic and international tax\, asset protection\, and strategic advisory counsel to entrepreneurs and family offices. Morgan & Bales/Elizabeth Morgan & Associates | Austin\, Texas \n \n \n \n Elizabeth MorganAttorney at Elizabeth Morgan & Associates/Morgan & Bales\, Provides domestic and international tax\, asset protection\, and strategic advisory counsel to entrepreneurs and family offices. Elizabeth Morgan & Associates/Morgan & Bales | Austin\, Texas \n \n \n \n Mike Nie  Mike Nie is a multi-certified tax strategist and financial educator (CPA\, CFP®\, CFA®\, and EA) with over 25 years of experience specializing in real estate tax strategies. He is the author of the SMART Family Tax Guide and is currently co-authoring a book with his sons to help young adults achieve homeownership before age 25. Mike’s mission is to help families turn complex tax laws into tangible wealth-building opportunities.   \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n \n\n \n\n\n\n Tickets\n\n \n \n \n The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities. \n\n\n \n\n \n \n Event Admission \n\n\n\n\n This ticket includes full access to the Strategic Wealth Building Summit.\n\n\n \n \n $800.00 \n\n\n \n\n\n \n 43 available\n\n\n \n\n\n \n \n Decrease ticket quantity for Event Admission\n -\n \n\n \n Quantity \n \n\n \n Increase ticket quantity for Event Admission\n +\n \n\n \n \n \n\n\n \n\n \n \n \n Quantity: \n 0\n\n\n \n \n Total: \n \n $0.00 \n\n\n Get Tickets\n\n \n \n \n\n\n \n \n \n \n\n \n \n\n \n \n\n\n\n \n\n \n\n\n \n \n \n \n \n \n \n \n Purchase Your Ticket by March 31st and receive the following in addition to general admission \n \n \n \n \n Days Hours Minutes Seconds \n \n \n \n \n \n \n \n \n Access to speakers during the event and Q+A Panel \n \n \n \n \n Breakfast \n \n \n \n \n Lunch \n \n \n \n \n Dinner – Includes Networking with Guests and Speakers \n \n \n \n \n Wealth Summit Guide \n \n \n \n \n Access to Presentation Recordings \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Everything Included with Your Ticket \n \n \n \n \n \n \n \n Admission to the Wealth Summit URL:https://ibcglobalinc.com/event/strategic-wealth-building-summit-wa/ LOCATION:Majestic Inn & Spa\, 419 Commercial Ave\, Anacortes\, WA\, 98221\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260718T091500 DTEND;TZID=America/Los_Angeles:20260718T200000 DTSTAMP:20260409T083131 CREATED:20260205T171140Z LAST-MODIFIED:20260331T225628Z UID:10000002-1784366100-1784404800@ibcglobalinc.com SUMMARY:Strategic Wealth Building Summit CA DESCRIPTION:Home > Event \n \n \n \n \n \n Strategic Wealth Building Summit WA \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n July 11\, 2026\n\n \n\n\n \n \n \n \n \n \n \n \n \n \n \n July 11\, 2026\n\n \n\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n\n9:15 AM\n\n \n\n\n\n \n - \n\n8:00 PM\n\n\nPDT\n \n \n \n \n \n \n \n \n \n \n \n \n\n\n9:15 AM\n\n \n\n\n\n \n - \n\n8:00 PM\n\n\nPDT\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Anacortes\, WA \n \n \n \n \n \n \n \n Anacortes\, WA \n \n \n \n \n \n \n \n \n \n \n Get Your Ticket\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Event Overview\n \n \n \n \n \n \n \n \n \n \n \n \n Join us for an exclusive\, all-day intensive event designed for those ready to move beyond traditional savings and into active wealth mastery. Set in the heart of Anacortes\, WA\, this event brings together experts in tax strategy\, real estate\, and wealth building to help you bridge the gap between earning a high income and building a lasting legacy.  \n \n \n \n What This Event Is \n \n \n \n \n \n \n \n \n \n \n \n This isn’t a passive seminar; it is a strategic planning session. Over Friday evening and a full-day Saturday\, we pull back the curtain on the “playbook” used by the top 1%. We focus on the mechanics of money\, how to protect it from taxes\, how to multiply it through real estate\, and how to institutionalize it for your family’s future. \n \n \n \n What You'll Learn \n \n \n \n \n \n \n \n \n \n \n \n The lifecycle of wealth:  Advanced Tax & Estate Planning: Learn how to minimize your tax liability and ensure your assets are protected for the next generation.Infinite Banking: Discover how to truly create a system that allows you to operate as your own bank by creating a liquid\, tax-advantaged pool of capital.Real Estate Tax Mastery: Specific strategies for identifying high-yield investments and the tax advantages (like cost segregation and 1031 exchanges) that come with them.Business & Legacy Scaling: From creating a Family Foundation to sophisticated business planning\, learn how to treat your family wealth like a professional enterprise.Retirement Redefined: A roadmap to retiring with the exact income you desire while ensuring your legacy remains intact. \n \n \n \n Who Should Attend\n \n \n \n \n \n \n \n \n \n \n \n \n This event is specifically designed for: High-Net-Worth Individuals looking for more efficient ways to grow and protect their capital.Business Owners who want to optimize their corporate structure and tax positioning.Real Estate Investors seeking to scale their portfolios using advanced financing and tax strategies.Those who want to create a “Multi-Generational Legacy” rather than just a one-time inheritance. \n \n \n \n Event Schedule \n \n \n \n \n \n \n \n \n \n \n \n Friday Evening:6 PM to 8 PM – Early Registration Saturday Morning (9:00 AM – 12:00 PM)8:30 AM – 9:15 AM – Registration\, Breakfast\, & Networking 9:20 AM – 9:30 AM – Welcome & Introduction by Dara Parisi 9:30 AM – 10:30 AM – Steve Parisi: The Hidden in Plain Sight Asset. How Wealthy Families Use Cash Value Life Insurance 10:30 AM – 11:15 AM – Brock Bales: From Startups to Billion-Dollar Companies. Business and Tax Planning for Entrepreneurs. 11:15 AM – 12:00 PM – Elizabeth Morgan: Building Generational Wealth and Family Office Architecture Lunch & Networking (12:00 PM – 1:00 PM) Afternoon Session (1:00 PM – 4:00 PM)1:00 PM – 1:45 PM – Mike Nie: Leveraging Real Estate and Family Foundations to Maximize Tax Savings. 1:45 PM – 2:30 PM – Stephani Transue: Infinite Banking: What Is It? How to Set It Up and How to Use It. How The 1% Have Used This Concept for More Than 100 Years 2:30 – 2:45 pm – Break 2:45 – 3:15 pm – Steve Parisi: Retirement Roadmap: Retire With $1 Million and Pass a Multi-Million-Dollar Legacy 3:15 PM – 4:00 PM – Q&A Panel 4:00 PM – Closing Remarks & Next Steps Evening (5:30 PM – 8 PM)5:30 PM – 8:00 PM – Private Dinner & Networking with the Speakers  \n \n \n \n Featured Speakers\n \n \n \n \n \n \n \n \n \n \n \n \n Steve ParisiAs the founder and CEO of IBC Global\, Steve Parisi has spent his career behind the curtain of high-level finance\, advising banks\, Fortune 500 executives\, and $100M+ private equity firms. Today\, he is on a mission to bridge the gap between institutional wealth and the individual investor. By prioritizing radical transparency and clear education\, Steve and his team simplify elite financial strategies\, making the world’s most powerful wealth-building tools accessible to everyone. \n \n \n \n Stephani TransueStephani Transue joined IBC Global in 2018 and currently serves as a senior associate. She has worked with real estate professionals\, small business owners\, Tax Attorneys\, and owners of a Private Equity Firm with a net worth in excess of $100 Million.   \n \n \n \n Brock BalesAttorney at Morgan & Bales/Elizabeth Morgan & Associates\, Provides domestic and international tax\, asset protection\, and strategic advisory counsel to entrepreneurs and family offices. Morgan & Bales/Elizabeth Morgan & Associates | Austin\, Texas \n \n \n \n Elizabeth MorganAttorney at Elizabeth Morgan & Associates/Morgan & Bales\, Provides domestic and international tax\, asset protection\, and strategic advisory counsel to entrepreneurs and family offices. Elizabeth Morgan & Associates/Morgan & Bales | Austin\, Texas \n \n \n \n Mike Nie  Mike Nie is a multi-certified tax strategist and financial educator (CPA\, CFP®\, CFA®\, and EA) with over 25 years of experience specializing in real estate tax strategies. He is the author of the SMART Family Tax Guide and is currently co-authoring a book with his sons to help young adults achieve homeownership before age 25. Mike’s mission is to help families turn complex tax laws into tangible wealth-building opportunities.   \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n \n\n \n\n\n\n Tickets\n\n \n \n \n The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities. \n\n\n \n\n \n \n Event Admission \n\n\n\n\n This ticket includes full access to the Strategic Wealth Building Summit.\n\n\n \n \n $800.00 \n\n\n \n\n\n \n 43 available\n\n\n \n\n\n \n \n\n \n Quantity \n \n\n \n\n \n \n \n\n\n \n\n \n \n \n Quantity: \n 0\n\n\n \n \n Total: \n \n $0.00 \n\n\n Get Tickets\n\n \n \n \n\n\n \n \n \n \n\n \n \n\n \n \n\n\n\n \n\n \n\n\n \n \n \n \n \n \n \n \n Purchase Your Ticket by March 31st and receive the following in addition to general admission \n \n \n \n \n Days Hours Minutes Seconds \n \n \n \n \n \n \n \n \n Access to speakers during the event and Q+A Panel \n \n \n \n \n Breakfast \n \n \n \n \n Lunch \n \n \n \n \n Dinner – Includes Networking with Guests and Speakers \n \n \n \n \n Wealth Summit Guide \n \n \n \n \n Access to Presentation Recordings \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Everything Included with Your Ticket \n \n \n \n \n \n \n \n Admission to the Wealth Summit URL:https://ibcglobalinc.com/event/strategic-wealth-building-summit-ca/ LOCATION:Hotel Valencia Santana Row\, 355 Santana Row\, San Jose\, CA\, 95128\, United States END:VEVENT END:VCALENDAR