Wealth Preservation Strategies™

Financial Education Course for Adults

Multi-Generational Wealth Strategies & Legacy Architecture
Business Continuity & Succession Design
Advanced Entity Structuring For High-Level Asset Protection
Alternative Investment Management (Art, Autos, Collectibles, etc.)
Philanthropy, Social Impact & Values-Based Charitable Giving
Strategies to Shield Your Assets from Unnecessary Risk, Loss, & Erosion
How to Preserve Wealth through Advanced Tax-Efficient Techniques
Strategies to Structure Portfolios for Long-Term Stability & Multi-Generational Growth
Risk Mitigation For Complex Wealth Ecosystems
Tools to Reduce Exposure to Creditors, Litigation, and Government Claims
How to Prevent Risks to Healthcare, Longevity, and Long-Term Care

Date: Thursday, February 12, 2026

Time: 6:00pm to 9:00pm

Location: Arlington, TX

Tuition: $69/Person

You will receive an email confirmation upon registration. Please check your inbox, spam, and junk folders, and add us to your Safe Senders list. If you have any issues registering for this class, please call us at (817) 210-3444 and we will be happy to assist you.

This course teaches advanced financial strategies to protect your lifestyle and your legacy.

Why This Course Matters:

Extraordinary wealth requires extraordinary strategy. Affluent families face unique challenges: rising taxes, market volatility, longevity risks, and increasing complexity around passing wealth to the next generation.

Without a wealth preservation plan, even substantial estates can diminish faster than expected. Discover time-tested wealth preservation strategies and tools used by financial experts to prevent avoidable financial loss. Maintain control, protect your lifestyle, and confidently secure your family’s legacy.

Is this Course for You?

This education experience is designed for those seeking to protect, scale, and strategically steward significant wealth across decades and multiple generations. Learn to navigate advanced tax structures, protect luxury and alternative assets, optimize business wealth, and create enduring generational continuity.

You will gain a refined understanding of strategies typically reserved for family offices, institutional investors, and multi-generational private wealth families. If your assets, influence, or financial decisions carry significant scale, this class will provide the insight you need to make sharper, more strategic moves.

What Students Are Saying

“This class opened my eyes to how much I was unknowingly putting at risk. I always assumed we were ‘fine,’ but I realized I was missing key strategies that could protect what I’ve worked for. I walked away feeling more in control and far more confident about my finances.”

“What surprised me was how much we didn’t know. Building a sizable portfolio, we started to realize how unprepared we were for the tax implications. This course helped us restructure our assets so we can preserve more of our wealth for ourselves and our children.”

“This course was a turning point for me. I’ve spent decades building my wealth, but I never truly understood how to safeguard it for the long term. The class gave me a sense of relief knowing I can now make decisions that protect both my retirement and my family. The strategies we were taught have been eye-opening and immediately useful.”

“I’ve taken financial classes before, but none have been as practical or encouraging as this one. The instructor broke down complicated wealth-building and preservation concepts into easy steps I can actually follow. For the first time, I feel like I have a real plan... not guesses, not assumptions, but a strategy that I can actually put into place.”

“Instead of worrying about losing money to taxes, fees, or poor planning, I now have a roadmap that helps me feel protected. The teacher’s guidance was clear, compassionate, and exactly what I needed. This class made me feel genuinely hopeful about my future and generations to come. I left with a stronger sense of security than I’ve had in years.”

“I thought that managing my wealth was just about investments, but this class showed me it’s also about using different techniques to lower my tax burden, reduce my risks, and combine several strategies to create my own unique plan for my wealth. I’m incredibly grateful for the instruction I received. It’s already changing how I structure my finances.”

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