Learn How Money Really Works — Sip, Learn, and Build Wealth

Are you ready to take control of your money, build real wealth, and create a financial future you can trust? Join us for an empowering in-person workshop designed for DFW professionals, families, women, entrepreneurs, and anyone ready to learn how to build their financial home from the ground up.

During this intimate Sip & Learn experience, we’ll break down the exact financial strategies successful families and investors use—including Living Benefits, Infinite Banking and tax-advantaged wealth tools that help you protect your income, grow your assets, and create retirement funds you won’t outlive.

If you want clarity, confidence, and a blueprint for building long-term wealth, this workshop is for you.

-How to build and structure your “Financial Home”
-The truth about Infinite Banking and how cash value can work for you
-How Living Benefits protect your income, family, and future
-Strategies to build wealth using insurance + financial tools
-How to start planning for tax-free or tax-advantaged retirement income
-The steps to create a solid financial foundation you can rely on
-How to secure your money AND prepare for growth

This is real financial education — simple, clear, and life-changing.

• Light small bites & beverages
• Worksheets & materials
• Q&A session with licensed financial professionals
• Networking with like-minded attendees
• A welcoming, pressure-free learning environment