WEALTH
STRATEGY
SUMMIT
The must-attend 3-day live event for anyone ready to
unlock wealth-building strategies,
optimize their cashflow, and build generational wealth
COSTA MESA, CA
What is the Wealth Strategy Summit?
Bringing together top financial professionals to unlock new opportunities, expand their networks,
and leverage wealth-building principles that go beyond their individual expertise.
AGENDA
Wednesday
MAR 12
Avenue of the Arts, Grand Ballroom
Attire: Old Hollywood Cocktail Theme
Thursday
Mar 13
Avenue of the Arts, Grand Ballroom
Attire: Business Casual
FRIDAY
Mar 14
Avenue of the Arts, Grand Ballroom
Attire: Business Casual
Meet the Speakers
Hear leaders from each industry talking about how they have learned to think
BEYOND their own industry to grow their business to serve their clients.
Denise Do is a distinguished entrepreneur and founder of Insuring Impact, recognized among the Top 100 Global Leaders in Finance. She is dedicated to cultivating fulfillment and freedom for her clients by providing innovative financial strategies that grow wealth risk-free and tax-free.
With a background in healthcare, Denise saw firsthand how financial hardship prevented families from accessing care and preserving their wealth. This fueled her mission to redefine financial services—so families can thrive, not just survive. Guided by her belief that "good people need to be wealthy," she envisions a future where those with big hearts have the resources to create even bigger impact.
Chris Kirkpatrick is a seasoned money strategist, entrepreneur, and author, and the Founder and CEO of LIFE180, a financial group dedicated to guiding individuals toward financial independence. Before establishing LIFE180, Chris was a top 100 international poker player and the Director of Business Development for a Fortune 1000 company.
Chris is the author of Cashflow Hacking: The Playbook to Reach Financial Freedom 4x Faster - Regardless of Your Age & Income and a sought-after speaker on topics such as whole life insurance and wealth accumulation strategies. Guided by his Five F’s philosophy—faith, family, fitness, finance, and freedom—Chris inspires others to align their financial decisions with their core values and empowers individuals to take control of their financial futures.
Travis is a husband, dad, and video guy since 99. He earned his degree in digital cinematography in 2014 and immediately started his career in marketing at Alliance Group, working his way up to VP of Marketing.
When Travis is not assisting Alliance Group partners in expanding their businesses, he co-runs Kenna's Kitchen—a comedy cooking show with his wife, an amateur chef, comedian, and full-time YouTuber. They also have a 2.5-year-old son who keeps life exciting.
Travis values work ethic, big ideas, and making things happen. He's open to connecting with people who want to discuss marketing, social media, business growth, or how video can transform their brand.
Neal Quon is a financial strategist, fintech pioneer, and industry thought leader with over two decades of experience in wealth planning, financial technology, and advanced life insurance strategies. Featured in top financial publications and a sought-after speaker at industry events, Neal challenges traditional financial thinking and empowers professionals and business owners with smarter ways to build, protect, and transfer wealth.
As the founder of Retire Different, Neal specializes in tax-free wealth growth, infinite banking, and strategic legacy planning. He helps clients leverage whole life insurance as an asset, optimize cash flow, and create tax-efficient wealth transfer strategies that provide lasting financial certainty.
Todd Westra is a business strategist dedicated to assisting founders and their teams in developing strategies to scale and grow their businesses or streamline operations to enhance their lifestyle enterprises. He is the host of "The Growth and Scaling Podcast," where he interviews marketing leaders and business owners about their breakthroughs in business expansion. Todd also leads the Captain Council, a peer advisory board that fosters a community of CEOs focused on business growth. Through his One Day Orbit Intensive workshops, he helps businesses identify $100,000 in expense savings and new revenue opportunities. Todd is passionate about speaking on topics such as leadership, culture, revenue growth, product-market fit, and simplified messaging and marketing.
Jerilyn Mallari, also known as Lady J Speaks, is a Tax Strategist, CFO Coach, and Wealth Guardian with over 23 years of experience. A former IRS agent with a Master’s in Finance, she specializes in high-level tax strategy, entity structuring, and financial sustainability. As a CFO Coach, she empowers professionals with financial strategies to scale and safeguard their success.
Beyond the numbers, she is a mentor, mother, and grandmother who treats her clients like family, bringing loyalty and commitment to her partners. She is passionate about networking and collaboration, believing that strategic partnerships can open doors to new opportunities.
A passionate leader with a wealth of knowledge and experience, who is highly skilled at breaking down complex concepts into relatable, real-life lessons, brings his energetic, culturally relevant and fun teaching style to the forefront of Money Kamp.
Dwayne uses humor, creativity, and hands-on activities to make financial literacy fun and accessible. As a husband, father, teacher and entrepreneur, he’s committed to equipping young minds with the tools they need to thrive financially and dream big.
Mike Wolf is a seasoned investor, international speaker, and self-made entrepreneur with almost 30 years of real estate investing experience. He is a regular media contributor and his experience investing in the U.S. as a Canadian has given him a unique perspective on taxation and other cross-border investing issues. Mike is passionate about teaching others to successfully invest in real estate and grow thriving businesses. He has helped thousands of students invest in turnkey properties and learn real estate investment strategies. Mike believes in enjoying life and loving what you do. He helps people realize their dreams of creating time, location, and financial freedom by teaching strategies to achieve passive income.
Choose Your Experience
General
$397
Networking Mixer
Conference Day 1 & 2
Live Photo Shoot - by The Lounge Booth
Platinum
$797
Everything in General Plus:
SWAG Bag
7 day Access to event recordings
1 Year Impact Essentials Membership
Digital Copy of Presentations
VIP
$1,297
Platinum Plus:
Group Lunch, Conference Days
Unlimited Access to Recordings
Featured VIP Branding
Social Media Shout out
Executive
$1,997
VIP Plus:
Featured Executive Branding
Private Executive Lounge
Premium Seating
Executive Lunch with Speakers
Featured Scheduled Podcast
Avenue of the Arts
Costa Mesa, CA
SAVE
YOUR
SPOT
A unique event filled with
networking, workshops, seminars,
and engaging conversations with
the industry's leading experts.
Featuring the Best
The highly booked red carpet experience.
Step into the spotlight with their luxury mobile fashion photo booth! Inspired by the glamour of the red carpet, their booth transforms guests into models and celebrities, giving them an unforgettable photo experience.
SPONSORED BY WEALTH UNITED™
Gold Sponsors
Bronze Sponsors
Supporting Sponsors
Featuring:
FAQs
1. When is best to fly in?
Welcome Mixer is Wednesday, 3/12. Fly in by 3/12 afternoon or sooner.
2. Where is best to fly in?
Santa Ana airport will be your nearest airport at 9mins away (3.3mi). The hotel offers free shuttle service from Santa Ana. Other surrounding airports are Long Beach (20mi) and Ontario (42mi).
3. Where is the conference held?
Avenue of the Arts, Costa Mesa, CA.
4. Is there a detailed agenda on what will be taught?
The agenda above outlines our event. We will be teaching strategies and skill sets that will elevate your business. We will deliver a unique experience this conference with special guest speakers and surprises. Detailed agenda will be released March 2025.
5. What attire should I bring?
This event is packed with different experiences. Plan for our Old Hollywood Theme Welcome Mixer! Get red carpet ready as we relive the Glitz and Glamour of the Golden Era! Dress up, take live photo shoot style pictures with the amazing Lounge Booth, and enjoy an evening mingling and mixing. The training days are business casual.
6. Is breakfast and lunch provided?
Coffee, Water & Tea throughout the conference will be available. Lunch provided based on your ticket package. Our mixer we will provide: hors d'oeuvres, finger foods, craving stations, & a hosted bar.
7. Do we need to rent a car?
The hotel offers free shuttle service.
Renting will be your own choice. The parking fees are:
1. Discounted overnight self-parking at $18
2. Discounted day-use self-parking at $10
3. Discounted day-use valet parking at $15
8. Is our Wealth Strategy Summit ticket refundable?
Your ticket is non-refundable.
Hosted By: Insuring Impact
© 2024 by Insuring Impact LLC