Elite Wealth & Wellness

Investor Club

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PAST MEETINGS

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Future Topics

See what videos are coming soon!

How it Works

Everything you need to know

Why we created the investor club

  • To help others create passive income (and the resulting time freedom)!
  • To spread awareness, excitement, and passion about financial freedom (rather than retirement)!
  • To continue learning, growing, and improving both financially and personally!
  • To surround ourselves by like-minded, benevolent, positive, and motivated people!
  • To keep the goal of financial freedom in the forefront of our minds and actions!
  • To enjoy the journey while growing, learning, and taking action!

How It Works

  • Live zoom meetings, link sent to members in advance
  • Meetings recorded for those with schedule conflicts
  • Free, nothing to buy, no obligations
  • Click Here to Sign up below for live zoom meetings

What We Do

  • Trainings / presentations for general investing knowledge
  • Subject matter expert interviews
  • Book and article reviews
  • Member interviews and success stories
  • Resources and actions steps at conclusion of each meeting
  • Interactive format and time for discussion each meeting
  • Dedicated sessions for Q&A

Investor Sign Up

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    Future Topics

    • Who has it right – Dave Ramsey (debt free) or Rober Kioski (financially free)?
    • Whole life insurance – the basics, why investors have it, how investors use it
    • Leveraged whole life insurance – another cash flow play
    • Investing through Self directed IRA’s (Guest: Quest IRA)
    • Introduction to taxes for the real estate investor
    • How to pay less in taxes… legally! (Guest: Deni Baldwin from Provision)
    • Update on the multifamily apartment market (Guest: To be announced)

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