iMPACT  Wealth
Build Wealth with Intention & Strategy

iMPACT Wealth is designed to help entrepreneurs understand how to build, protect, and transfer wealth. Through practical workshops and guided planning, participants will learn the foundational tools of financial security so they can create businesses that not only generate income but also create lasting legacies.

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This program focuses on equipping underserved entrepreneurs with the financial strategies that are often overlooked in traditional business training, including:

• The basics of retirement planning and diversified investment options for self-employed professionals

• Understanding business insurance

• Asset protection strategies to safeguard income, property, and intellectual property

• Reinvestment planning for long-term business sustainability

• Building generational wealth through investing, insurance, legacy planning, and trust structures

• Creating a roadmap for financial freedom beyond business profits

 

What Participants Will Gain:

• Confidence in managing long-term finances as an entrepreneur

• A working knowledge of financial tools like SEP IRAs, Solo 401(k)s, equity compensation, and life insurance

• Actionable plans for protecting their assets from lawsuits, tax liabilities, and unexpected life events

• A multigenerational mindset for wealth that empowers families and uplifts communities

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Wealth is more than income—it’s mindset and strategy.
iMPACT  Wealth helps you build both.