Event Overview
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.
What This Event Is
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.
What You'll Learn
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.
Who Should Attend
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.
Event Schedule
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
Featured Speakers
Steve Parisi
As 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.
Stephani Transue
Stephani 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.
Brock Bales
Attorney 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
Elizabeth Morgan
Attorney 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
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.
Purchase Your Ticket by March 31st and receive the following in addition to general admission
- Access to speakers during the event and Q+A Panel
- Breakfast
- Lunch
- Dinner – Includes Networking with Guests and Speakers
- Wealth Summit Guide
- Access to Presentation Recordings
Everything Included with Your Ticket
- Admission to the Wealth Summit