Strategies of the Ultra-Wealthy – A Mindshift
• Workshop Room 4
Still operating your business in a corporation? Your money & assets are tracked, taxed, and exposed. Discover how the ultra-wealthy own nothing, control everything, and protect their wealth with business structures and tax-saving strategies.
Michael has over two decades of experience in the financial and insurance industry, specializing in tax-free wealth creation, lifetime income strategies, strategic business structures, retirement and legacy planning. A passionate advocate for protecting his clients' hard-earned assets, Michael is committed to helping individuals and business owners build wealth safely and securely—without unnecessary exposure to market risk or overpayment in taxes.
As a former educator, Michael takes a teaching-based approach with his clients, guiding them through complex financial strategies with clarity and confidence. His mission
As a former educator, Michael takes a teaching-based approach with his clients, guiding them through complex financial strategies with clarity and confidence. His mission is to build long-term relationships by helping clients create reliable, tax-efficient income streams that last throughout retirement, while also ensuring a smooth and potentially tax-free transfer of wealth to future generations.