Day 1: The Wealth Builder’s Fund & Tax Strategy Blueprint

Day 1 is all about understanding how sophisticated investors think — and the structures they use to build long-term wealth.

Braiden will walk you through the foundations of fund investing, how funds work, and why they’ve become a preferred vehicle for investors looking for diversification and stable returns.

We’ll also introduce Amplifi, showing how technology and structure can work together to simplify decision-making and streamline your investment approach.

Then Greg will break down the Roth Conversion Strategy, explaining when it makes sense, how conversions work, and how strategic planning today can create significant long-term advantages.

Day 2: The High-Earner’s 401(k) Advantage

Day 2 focuses on one of the most overlooked retirement structures for top earners: the Solo 401(k) and advanced 401(k) options for high-income individuals.

You’ll learn how high earners use these accounts to increase contribution limits, reduce taxable income, and gain more control over how their retirement dollars are deployed. This session shows you how to structure your 401(k) intentionally so it works harder for you — not the other way around.