November 15, 2025 | Charlotte, NC

Winning in

Wealth Now

The Millionaire Legacy Blueprint

One Day to Build, Protect & Multiply

7- and 8-Figure Net Worth

That Lasts for Generations

Presented By Divider
Presented By

The Winner's Circle

November 15, 2025 | Charlotte, NC

Winning in

Wealth Now

The Millionaire Legacy Blueprint

One Day to Build, Protect & Multiply

7- and 8-Figure Net Worth

That Lasts for Generations

Presented By Divider
Presented By

The Winner's Circle

What is Winning in Wealth?

The Winning in Wealth Now™ Workshop + Brunch isn’t another “sit-and-listen” seminar. This is a wealth activation experience designed for the woman (and a few good men) who know they’re done playing small with money.

This is where faith meets finance. This is where millionaire decisions replace busywork hustle. This is where you finally get the blueprint to grow your net worth into the 7 and 8 figures you've been called to steward

Seats are intentionally limited because wealth grows best in the room
where the table is set for you.

What is Winning in Wealth?

The Winning in Wealth Now™ Workshop + Brunch isn’t another “sit-and-listen” seminar. This is a wealth activation experience designed for the woman (and a few good men) who know they’re done playing small with money.

This is where faith meets finance. This is where millionaire decisions replace busywork hustle. This is where you finally get the blueprint to grow your net worth into the 7 and 8 figures you've been called to steward

Seats are intentionally limited because wealth grows best in the room
where the table is set for you.

6 power house panel discussions

with licensed financial + wealth experts

5 transformative

workshops

with your workbook in hand (because wealth loves clarity + action)

Access to strategies

that shift you from simply earning money to building unstoppable wealth + generational impact

A fabulous Southern brunch

because we believe in luxury + legacy)

6 power house panel discussions

with licensed financial + wealth experts

5 transformative

workshops

with your workbook in hand (because wealth loves clarity + action)

Access to strategies

that shift you from simply earning money to building unstoppable wealth + generational impact

A fabulous Southern brunch

because we believe in luxury + legacy

THE WEALTH ACTIVATION EXPERIENCE

Winning in Wealth Now™ Workshop + Brunch

6 Powerhouse

Panel Discussions

Five Transformative

Workshops

Fabulous

Southern Brunch

FAITH MEETS

FINANCE

Replace the busy work hustle with millionaire decisions.

Luxury Meets

Legacy

Shift from simply earning money to building unstoppable wealth.

THE WEALTH ACTIVATION EXPERIENCE

Winning in Wealth Now™ Workshop + Brunch

6 Powerhouse

Panel Discussions

Five Transformative

Workshops

Fabulous

Southern Brunch

FAITH MEETS

FINANCE

Replace the busy work hustle with millionaire decisions.

Luxury Meets

Legacy

Shift from simply earning money to building unstoppable wealth.

Why This Event Matters

This is not another motivational seminar. This is a one-day intensive wealth workshop where high-achieving visionaries, entrepreneurs, and legacy-builders come together to unlock the WIN Blueprint — the exact strategies to:

Animated Wealth Benefits (400x700)
•

Build multi-7- and 8-figure net worth

•

Protect wealth through smart structures & tax strategy

•

Multiply assets for lasting financial freedom

•

Create an unshakable legacy plan for generations

Why This Event Matters

This is not another motivational seminar. This is a one-day intensive wealth workshop where high-achieving visionaries, entrepreneurs, and legacy-builders come together to unlock the WIN Blueprint — the exact strategies to:

Animated Wealth Benefits (400x700)
•

Build multi-7- and 8-figure net worth

•

Protect wealth through smart structures & tax strategy

•

Multiply assets for lasting financial freedom

•

Create an unshakable legacy plan for generations

Who This Is For

Professionals making 6 figures or more seeking to recession-proof their income

  • Medical Professionals

  • Legal Professionals

  • Financial Professionals

  • Engineering and Tech Professionals

Working families who want to build and pass down wealth

Entrepreneurs & small business owners needing smart funding strategies

Parents and grandparents looking to leave a legacy (Million Dollar Baby)

  • Restaurateurs

  • Beauty Business Owners

  • Medical Practice/ Clinic

  • Accountants and Tax Professionals

Real estate investors as well as current & aspiring homeowners

Educators, veterans, and career-switchers looking for financial literacy

Who This Is For

Professionals making 6 figures or more seeking to recession-proof their income

  • Medical Professionals

  • Legal Professionals

  • Financial Professionals

  • Engineering and Tech Professionals

Working families who want to build and pass down wealth

Entrepreneurs & small business owners needing smart funding strategies

Parents and grandparents looking to leave a legacy (Million Dollar Baby)

  • Restaurateurs

  • Beauty Business Owners

  • Medical Practice/ Clinic

  • Accountants and Tax Professionals

Real estate investors as well as current & aspiring homeowners

Educators, veterans, and career-switchers looking for financial literacy

KEYNOTE AND PANEL SPEAKERS

KEYNOTE AND PANEL SPEAKERS

Our Latest

Upcoming Event

📅 Saturday,

Nov 15, 2025

🕘 Time:

10:00 AM – 5:00 PM

📍Location:

Charlotte, NC

📅 Saturday,

Sept 27, 2025

🕘 Time:

10:00 AM – 5:00 PM

📍Location:

Charlotte, NC

Our Latest

Upcoming Event

📅 Saturday,

Nov 15, 2025

🕘 Time:

10:00 AM – 5:00 PM

📍Location:

Charlotte, NC

🔥 The Agenda

Luxury, Simple, Results-Driven

  • Morning Kickoff: The Wealth Mindset Shift of Millionaires

  • Session 1: Building Your 7- & 8-Figure Net Worth Foundation

  • Session 2: Protecting Wealth Through Smart Structures & Tax Strategy

  • Lunch Experience: Networking with Millionaire and Legacy-Minded Peers

  • Session 3: Multiplying Assets Proven Strategies for Accelerated Growth

  • Session 4: Designing Your Legacy: The WIN Blueprint in Action

  • Closing: Millionaire Moves - Your 90-Day Action Plan

🔥 The Agenda

Luxury, Simple, Results-Driven

  • Morning Kickoff: The Wealth Mindset Shift of Millionaires

  • Session 1: Building Your 7- & 8-Figure Net Worth Foundation

  • Session 2: Protecting Wealth Through Smart Structures & Tax Strategy

  • Lunch Experience: Networking with Millionaire and Legacy-Minded Peers

  • Session 3: Multiplying Assets Proven Strategies for Accelerated Growth

  • Session 4: Designing Your Legacy: The WIN Blueprint in Action

  • Closing: Millionaire Moves - Your 90-Day Action Plan

🎟️ Tickets & Investment

VIP Experience

Limited Availabilityce

$175

You will walk away learning how to:

  • Unlock Tax-Free Retirement
    → Learn how to roll over old retirement accounts such as 401(k)s & IRAs into Indexed Annuities & IULs

  • Pay for College Without Student Loans
    → Take advantage of Million Dollar Baby & tax-advantaged college savings

  • Eliminate Debt Before Retirement
    → Receive Cash flow strategies to cancel mortgage, credit cards, & student loans while staying on track to increase tax-free retirement savings

  • Protect Income & Paychecks
    → Learn about Living Benefits, disability coverage & business income protection

  • Build & Fund a Family Bank
    → Use Internal Revenue Code leveraging Whole Life & IUL to build a legacy & fund business or education

  • Accelerate Mortgage Payoff
    → Learn cash flow hacking & infinite banking tactics

  • Get Your Emergency Fund Right
    → Learn the exact 3–6 month fund amounts and where to store it while maximizing your tax free accumulation on your fund

  • Smart Business Capital SolutionsYour Emergency Fund Right
    → Use Internal Revenue Codes to create your own retirement fund while simultaneously reducing your company’s tax exposure

  • Create Generational Wealth On Purpose
    → Explore Trusts, wills, and family constitution strategies

  • Hire Trusted Advisors
    → Build your “Financial Dream Team”: CPA, Insurance Pro, Tax Strategist, Business Advisor

🎟️ Tickets & Investment

VIP Experience

Limited Availability

$175

You will walk away learning how to:

  • Unlock Tax-Free Retirement
    → Learn how to roll over old retirement accounts such as 401(k)s & IRAs into Indexed Annuities & IULs

  • Pay for College Without Student Loans
    → Take advantage of Million Dollar Baby & tax-advantaged college savings

  • Eliminate Debt Before Retirement
    → Receive Cash flow strategies to cancel mortgage, credit cards, & student loans while staying on track to increase tax-free retirement savings

  • Protect Income & Paychecks
    → Learn about Living Benefits, disability coverage & business income protection

  • Build & Fund a Family Bank
    → Use Internal Revenue Code leveraging Whole Life & IUL to build a legacy & fund business or education

  • Accelerate Mortgage Payoff
    → Learn cash flow hacking & infinite banking tactics

  • Get Your Emergency Fund Right
    → Learn the exact 3–6 month fund amounts and where to store it while maximizing your tax free accumulation on your fund

  • Smart Business Capital SolutionsYour Emergency Fund Right
    → Use Internal Revenue Codes to create your own retirement fund while simultaneously reducing your company’s tax exposure

  • Create Generational Wealth On Purpose
    → Explore Trusts, wills, and family constitution strategies

  • Hire Trusted Advisors
    → Build your “Financial Dream Team”: CPA, Insurance Pro, Tax Strategist, Business Advisor

Secure Your

Spot Now!

This workshop is designed

for an intimate, high-level

group of action-takers.

You will receive:

  • A personalized wealth-building strategy mapped to your 7- or 8-figure vision

  • Clear frameworks for tax-advantaged wealth protection

  • A proven system to multiply wealth with confidence, and

  • A legacy plan that makes your family unstoppable for generations

Secure Your

Spot Now!

This workshop is designed

for an intimate, high-level

group of action-takers.

You will receive:

  • A personalized wealth-building strategy mapped to your 7- or 8-figure vision

  • Clear frameworks for tax-advantaged wealth protection

  • A proven system to multiply wealth with confidence, and

  • A legacy plan that makes your family unstoppable for generations

CLIENT CASE STUDY

Client Before & After #1 – The Single Mom

Before:

➡ Living paycheck-to-paycheck on $85K/year.

➡ $10K in debt, no savings, no retirement plan, and no college fund for her kids.

➡ Felt like she was constantly behind, with zero safety net and no strategy for building real wealth.

After (90 Days – 1 Year):

  • Set up Million Dollar Baby accounts for both kids, funding their future cars, college, and first homes.

  • Secured $1.5M in income protection for just $130/month – her “financial bodyguard.”

  • Built her $15K emergency fund inside a Participating Whole Life policy (earning dividends + legacy protection).

  • Used a policy loan to pay off debt—freeing up cash flow.

  • By year one: debt-free, emergency fund secured, retirement strategy started, and her kids’ future locked in.

Emotional After:

Went from overwhelmed and insecure to peaceful, powerful, and confident. She now knows her kids will NEVER start from scratch like she did.

Client Before & After #2 – The Power Couple

Before:

➡ Combined income of $285K, but still living with $85K in debt.

➡ Saving for retirement but exposed to market volatility.

➡ Dreaming of a bigger house, but unsure how to manage debt, college planning, and retirement all at once.

After (2 Years):

  • Both secured $1M+ income protection with living benefits.

  • Kids fully covered with Million Dollar Baby plans.

  • Built emergency fund + used policy loans to eliminate ALL debt in under 24 months.

  • Redirected retirement savings into IULs for tax-free, volatility-free compounding.

  • Positioned to upgrade into a bigger home while still building long-term wealth.

Emotional After:

They went from “good earners but stressed” to strategic wealth builders—fully in control of their money, family, and future.

Client Before & After #3 – The Professional Woman

Before:

➡ Earned $120K annually, but carried $25K in credit card debt.

➡ Old Roth IRA ($28K) stuck in market swings and losing value.

➡ No home yet, but dreaming of buying within 18 months.
➡ Long-term vision: retire with $120K/year income to focus on her nonprofit + speaking career.

After (2 Years):

  • Secured $1M+ income protection for $140/month.

  • Built and rolled her emergency fund into Participating Whole Life (her family bank).

  • Paid off all debt using policy loans—freeing $1,500+/mo for wealth-building.

  • Rolled Roth into an Equity Indexed Annuity (no market risk, still growth potential).

  • Set up IUL funding $1,460/month for tax-free retirement compounding at 6–7%.

  • Saved $45K+ for her home deposit—on track to purchase within 24 months.

Emotional After:

Went from anxious and “stuck” to fully aligned with her purpose-driven wealth vision. She’s now set to retire ON purpose, not just FROM work

Client Before & After #4 – The Overwhelmed Professional Couple

Before:

➡ Combined income of $5K/month, but $4K went straight to bills.

➡ Carrying $95K in loans + $350K mortgage.

➡ No emergency fund, no college plan for the kids.

➡ Felt stuck in survival mode—couldn’t imagine ever taking a family vacation.

After (90 Days – 1 Year):

  • Both secured $1M+ income protection with living benefits for only $220/month.

  • Got both kids set up with Million Dollar Baby accounts ($100/month each).

  • Built their first $12K emergency fund with the husband’s bonuses.

  • Began funding Participating Whole Life with an extra $2K/mo from a side business.

  • Took policy loans to start knocking out debt strategically.

    After (4–7 Years):

  • Completely debt-free by year 4.

  • Paid off their $350K mortgage by year 7 OR positioned to buy investment property.

  • Retirement accounts funded with IULs designed to produce 2x current income tax-free.

  • Million Dollar Baby plans now fully funded for college, cars, and even kids’ first homes.

Emotional After:
Went from exhausted and trapped to empowered wealth builders who not only secured their future—but finally gave themselves permission to enjoy family life now (vacations, memories, freedom)

Client Before & After #5 – The Single Mom Restarting Life

Before:

➡ Recently back to work, earning $85K with $10K debt and zero savings.

➡ No retirement, no insurance, and no college fund for her kids.

➡ Felt like every dollar was gone before she even got paid.

After (90 Days):

  • Protected her family with $1.5M in income protection for just $130/month.

  • Opened Million Dollar Baby accounts for her kids ($200 each).

  • Started her emergency fund in Participating Whole Life, earning 6–7% dividends.

    After (1 Year):

  • Debt-free using policy loan strategy.

  • $15K fully funded emergency account.

  • Retirement savings + kids’ college funds actively growing.

    After (25 Years):

  • Owns her home outright.

  • Hundreds of thousands saved in IUL + Whole Life.

  • Family legacy: her children have access to their own “family bank,” eliminating financial struggle for generations.

Emotional After:

Went from anxious and under pressure to a powerful, confident provider leaving wealth and wisdom to her kids

Client Before & After #6 – The Power Couple

Before:

➡ Earning $285K combined income but still carrying $85K in debt.

➡ Contributing to retirement but losing to market volatility.

➡ Dreaming of upgrading their home but tied down with bills + uncertainty.

After (2 Years):

  • Both covered with $1M+ income protection plus Million Dollar Baby plans for their kids.

  • Emergency fund secured in Whole Life + dividends compounding.

  • Used policy loans to pay off $85K debt in 24 months.

  • Rolled retirement into IULs for tax-free, volatility-free growth.

    After (7–9 Years):

  • Debt-free, upgraded to a larger dream home.

  • Whole Life savings compounding + additional equity strategies.

  • On track to retire with multiple streams of tax-free income.

Emotional After:

Went from “good earners but constantly stressed” to peaceful wealth builders who leveraged their income for freedom and legacy.

CLIENT CASE STUDY

Client Before & After #1 – The Single Mom

Before:

➡ Living paycheck-to-paycheck on $85K/year.

➡ $10K in debt, no savings, no retirement plan, and no college fund for her kids.

➡ Felt like she was constantly behind, with zero safety net and no strategy for building real wealth.

After (90 Days – 1 Year):

  • Set up Million Dollar Baby accounts for both kids, funding their future cars, college, and first homes.

  • Secured $1.5M in income protection for just $130/month – her “financial bodyguard.”

  • Built her $15K emergency fund inside a Participating Whole Life policy (earning dividends + legacy protection).

  • Used a policy loan to pay off debt—freeing up cash flow.

  • By year one: debt-free, emergency fund secured, retirement strategy started, and her kids’ future locked in.

Emotional After:

Went from overwhelmed and insecure to peaceful, powerful, and confident. She now knows her kids will NEVER start from scratch like she did.

Client Before & After #2 – The Power Couple

Before:

➡ Combined income of $285K, but still living with $85K in debt.

➡ Saving for retirement but exposed to market volatility.

➡ Dreaming of a bigger house, but unsure how to manage debt, college planning, and retirement all at once.

After (2 Years):

  • Both secured $1M+ income protection with living benefits.

  • Kids fully covered with Million Dollar Baby plans.

  • Built emergency fund + used policy loans to eliminate ALL debt in under 24 months.

  • Redirected retirement savings into IULs for tax-free, volatility-free compounding.

  • Positioned to upgrade into a bigger home while still building long-term wealth.

Emotional After:

They went from “good earners but stressed” to strategic wealth builders—fully in control of their money, family, and future.

Client Before & After #3 – The Professional Woman

Before:

➡ Earned $120K annually, but carried $25K in credit card debt.

➡ Old Roth IRA ($28K) stuck in market swings and losing value.

➡ No home yet, but dreaming of buying within 18 months.
➡ Long-term vision: retire with $120K/year income to focus on her nonprofit + speaking career.

After (2 Years):

  • Secured $1M+ income protection for $140/month.

  • Built and rolled her emergency fund into Participating Whole Life (her family bank).

  • Paid off all debt using policy loans—freeing $1,500+/mo for wealth-building.

  • Rolled Roth into an Equity Indexed Annuity (no market risk, still growth potential).

  • Set up IUL funding $1,460/month for tax-free retirement compounding at 6–7%.

  • Saved $45K+ for her home deposit—on track to purchase within 24 months.

Emotional After:

Went from anxious and “stuck” to fully aligned with her purpose-driven wealth vision. She’s now set to retire ON purpose, not just FROM work

Client Before & After #4 – The Overwhelmed Professional Couple

Before:

➡ Combined income of $5K/month, but $4K went straight to bills.

➡ Carrying $95K in loans + $350K mortgage.

➡ No emergency fund, no college plan for the kids.

➡ Felt stuck in survival mode—couldn’t imagine ever taking a family vacation.

After (90 Days – 1 Year):

  • Both secured $1M+ income protection with living benefits for only $220/month.

  • Got both kids set up with Million Dollar Baby accounts ($100/month each).

  • Built their first $12K emergency fund with the husband’s bonuses.

  • Began funding Participating Whole Life with an extra $2K/mo from a side business.

  • Took policy loans to start knocking out debt strategically.

    After (4–7 Years):

  • Completely debt-free by year 4.

  • Paid off their $350K mortgage by year 7 OR positioned to buy investment property.

  • Retirement accounts funded with IULs designed to produce 2x current income tax-free.

  • Million Dollar Baby plans now fully funded for college, cars, and even kids’ first homes.

Emotional After:
Went from exhausted and trapped to empowered wealth builders who not only secured their future—but finally gave themselves permission to enjoy family life now (vacations, memories, freedom)

Client Before & After #5 – The Single Mom Restarting Life

Before:

➡ Recently back to work, earning $85K with $10K debt and zero savings.

➡ No retirement, no insurance, and no college fund for her kids.

➡ Felt like every dollar was gone before she even got paid.

After (90 Days):

  • Protected her family with $1.5M in income protection for just $130/month.

  • Opened Million Dollar Baby accounts for her kids ($200 each).

  • Started her emergency fund in Participating Whole Life, earning 6–7% dividends.

    After (1 Year):

  • Debt-free using policy loan strategy.

  • $15K fully funded emergency account.

  • Retirement savings + kids’ college funds actively growing.

    After (25 Years):

  • Owns her home outright.

  • Hundreds of thousands saved in IUL + Whole Life.

  • Family legacy: her children have access to their own “family bank,” eliminating financial struggle for generations.

Emotional After:

Went from anxious and under pressure to a powerful, confident provider leaving wealth and wisdom to her kids

Client Before & After #6 – The Power Couple

Before:

➡ Earning $285K combined income but still carrying $85K in debt.

➡ Contributing to retirement but losing to market volatility.

➡ Dreaming of upgrading their home but tied down with bills + uncertainty.

After (2 Years):

  • Both covered with $1M+ income protection plus Million Dollar Baby plans for their kids.

  • Emergency fund secured in Whole Life + dividends compounding.

  • Used policy loans to pay off $85K debt in 24 months.

  • Rolled retirement into IULs for tax-free, volatility-free growth.

    After (7–9 Years):

  • Debt-free, upgraded to a larger dream home.

  • Whole Life savings compounding + additional equity strategies.

  • On track to retire with multiple streams of tax-free income.

Emotional After:

Went from “good earners but constantly stressed” to peaceful wealth builders who leveraged their income for freedom and legacy.

12401 Orange Drive Suite 227, Davie FL NC 33330

(980) 636-2797

© 2025 Winning In Wealth Now - All Rights Reserved.

12401 Orange Drive Suite 227, Davie FL 33330

(980) 636-2797

© 2025 Winning In Wealth Now - All Rights Reserved.