Your Event Details

Strategic Wealth Building Sumit

Anacortes, WA  |  July 11, 2026

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Schedule

Saturday Morning
8:30 AM – 9:15 AM 
Registration, Breakfast & Networking  

9:20 AM – 9:30 AM
Welcome & Introduction — Dara Parisi

9:30 AM – 10:30 AM
Steve Parisi — The Hidden in Plain Sight Asset

10:30 AM – 11:15 AM
Brock Bales — Business & Tax Planning

11:15 AM – 12:00 PM
Elizabeth Morgan — Generational Wealth Strategy
12:00 PM – 1:00 PM
Lunch

1:00 PM – 1:45 PM
Mike Nie — Real Estate & Tax Strategy

1:45 PM – 2:30 PM
Stephani Transue — Infinite Banking

2:30 PM – 2:45 PM
Break

2:45 PM – 3:15 PM
Steve Parisi — Retirement Roadmap

3:15 PM – 4:00 PM
Q&A Panel

4:00 PM
Closing Remarks

5:30 PM – 8:00 PM
Private Dinner & Networking

Plan Your Trip

Where to Stay

Majestic Inn and Spa
419 Commercial Avenue, Anacortes WA 98221
Event location — most convenient option | View Hotel
Swinomish Casino & Lodge
12885 Casino Drive, Anacortes WA 98221
Offers a full resort experience with waterfront views, golf, & on-site steakhouse | View Hotel
Nantucket Inn
3402 Commercial Avenue, Anacortes WA 98221
Charming B&B 1.5 miles away | View Hotel
Sunrise Inn Villa & Suites
905 20th Street, Anacortes WA 98221
Budget Friendly space about 0.8 miles from the event location | View Hotel

Getting There

Nearest Airports

Bellingham International Airport (BLI)
Closest major airport.  Approximately 40 minutes from the venue depending on traffic.
Field/Everett 
Approximately 80 minutes from the venue depending on traffic.
Seattle Tacoma International (SEA)) 
Approximately 1 hour 45 minutes from the venue depending on traffic; has most flight options.

Transportation
All three have rental cars on-site; a car is recommended as other transportation options are limited

Parking
Parking availability may vary depending on your hotel and arrival time. Additional event parking details will be shared closer to the event date.

Eateries

 Nonna Luisa Ristorante
Homemade Italian pastas, crab bisque, comforting Italian food.  Closed Mondays, reservations encouraged 

A’Town Bistro
Elevated French/American bistro near the Majestic.  Open Tuesday-Saturday. | View Website

Anthony’s at Cap Sante Marina
Upscale waterfront seafood with marina views.  Open daily from 11:30am, Sunday brunch from 10am. | View Website

Nell Thorn Waterfront Bistro & Bar
Located in La Conner, a highly regarded farm-to-table bistro with fresh seafood, handcrafted cocktails, and locally sourced menus.  Open daily. | View Website 

The Oyster & Thystle
A fine dining gem in La Conner, with options ranging from steaks, escargor, and fresh oysters in a cozy inn setting.  Open most days from 7:30 am. | View Website

 Bistro & Bar at the Majestic
Located at the event location, serving locally sourced dishes, cocktails, and spirits.  Open for both breakfast & dinner  daily from 7:00am-11:00am; 4:00pm-10:00pm. | View Website  

The Belle
A locally owned craft cocktail bar, & restaurant in Anacortes with a New Orleans-inspired vibe.  Open Monday-Saturday 4:00pm-8:00pm, and Sundays 12:00-6:00pm | View Website

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