The Hidden Wealth Secret:

The 42-Year Wealth Secret: How the Ultra-Wealthy Protect Their Legacies Tax-Free

Did you know there’s a 42-year-old financial strategy that has quietly helped the wealthiest families in the country preserve their fortunes, protect their legacies, and transfer wealth completely tax-free?

This strategy isn’t a gimmick, it’s not high-risk, and it’s not tied to the stock market. In fact, it’s been used by savvy business owners, high-income earners, and family offices for decades to quietly shield their wealth from unnecessary taxes and risks.

And here’s the thing—99% of people have never even heard of it. That’s because traditional advisors and financial institutions rarely talk about strategies like this. But it’s time to change that.
In this free, exclusive virtual lunch and learn, we are going to pull back the curtain and show you exactly how this 42-year-old strategy works—and how you can use it to protect your family, your business, and your legacy.

Here’s what you’ll learn during the lunch and learn:
  • How this strategy has quietly worked for over four decades to preserve wealth.
  • ​Why this approach is completely tax-free for your heirs.
  • ​How it integrates seamlessly with your current financial or business plan.
  • ​And most importantly, how you can get started without tying up your liquid assets.
This isn’t just about avoiding taxes. It’s about creating financial certainty and control—no matter what the economy does or how tax laws change.

Don’t let the wealth you’ve worked so hard to build slip through your fingers. Whether you’re planning for retirement, estate taxes, or simply want to ensure your family’s future is secure, this virtual lunch and learn is for you

Fill out your information to reserve your spot.
We will deliver lunch to your door if you are one of the first 25 people to register, so make sure you enter your correct cell phone number and email address so we can get you your meal choices.

Register now and we will see you on the lunch and learn training.
Make sure to enter your correct email and cell phone as we need them to deliver your lunch.
  • Date: Thursday, February 27th, 2025
  • Time: 11AM-12PM Eastern time.
  • Place: Zoom (check your email for the link to attend live).
Register for this educational workshop with
nationally recognized
CPA and Certified Tax Coach
Gary Heldt!

We will deliver lunch to your door for the first 30 who register for the training.

We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in the US for one lucky winner who attends live.

Register now and we will see you on the lunch and learn training.

Join us for our free online Lunch and Learn 

Step 1: Simply register online by completing the form above

Step 2: Show Up Live and See If You Qualify.

Step 3: Apply online.

Step 4: Start Saving Today!

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