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EVENT TOPICS

  • Your Wealth Transformation Journey - Broken down into Three Easy to Understand Sections!
  • Make It

    • Proven Get Out of Debt Strategies
    • Establishing an Emergency Fund and how long it should last
    • How to start a business
    • Developing Business, Strategic, and Marketing Plans
    • Understanding Accounts Receivable & Making Sales
    • 8 Steps to starting a business
  • Save It

    • Top 10 Year-End Tax Strategies!
    • Living within your means!
    • Making tough decisions!
    • Renting vs. Buying
    • Annual Taxes and how to save!
    • 117 Cost Saving Strategies
  • Build It

    • Understanding the difference between saving and investing!
    • Establishing goals
    • Why Rental Properties need to be a part of your equation!
    • Retirement account choices
    • ROTH Planning
    • Self-Directing - How & What

Event Calendar

EVENT SCHEDULE

Building Your Business

8:30 - 9:45am
  • How to start a business
  • Developing business, strategic, and marketing plans.
  • 8 Steps to starting a business

Saving Money - Over 100 Strategies

10:00 - 11:15 am
  • Living with your means!
  • Making tough decisions!
  • 117 Cost saving strategies.

Tax Strategy Update

11:15 - 12:30pm
  • Top 10 year-end tax strategies.
  • 199A updates and 20% deduction.
  • ROTH Planning
  • Annual taxes and how to save!

Lunch Time

12:30 - 1:30pm

Lunch will be served at the conference location and is included for attendees.

Debt Reduction, Saving and Investing

1:30 - 2:45pm
  • Proven get out of debt strategies.
  • Establishing and emergency fund and how long it should last.
  • Understanding the difference between saving and investing!

Asset Protection and Privacy

3:00 - 4:00pm
  • Establishing goals
  • Why rental properties need to be a part of your equation
  • Retirement account choice

Estate and Dynasty Planning

4:00 - 5:00pm
  • Why you need a will or trust.
  • Who will take care of your children.
  • Where your money will go after you die.
  • Deluxe VS. Standard

Time to call it a Day!

5:00 pm

Enjoy the evening


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WHAT ATTENDEES HAVE SAID ABOUT MY EVENT

Some Questions

The Summit will be held at the Scottsdale Resort at McCormick Ranch. Rooms may be booked through the hotel at www.thescottsdaleresort.com

There are a dozen hotel options within a few miles radius of the location.

Average daily temp of 80, average high of 91, average low of 67.

There is free parking at the resort. 

There are a half-dozen golf courses within a few mile radius. A popular local hike is Camelback Mountain and it's only 5 miles away. Scottsdale has excellent shopping and amazing restaurants.

sponsors

KKOS Lawyers
Kohler & Eyre CPAs
Lifetime Paradigm

Pricing Packages

Live
$199

Register Now

Reserve your spot for the Workshops before it sells out.

Host Mark J. Kohler



Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author on asset protection and tax planning; national speaker; radio show host; blogger for Entrepreneur.com; real estate investor; and partner at the law firm, Kyler, Kohler, Ostermiller & Sorensen; and the CPA firm of Kohler & Eyre.
Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, Wealth Transformation Workshop management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate.
His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth.

Contact us for more information

1883 W Royal Hunte Dr #200,
Cedar City, UT 84720

(888) 801-0010

support@markjkohler.com