I have to admit that when Greg Phelps from Redrock Wealth Management contacted me about checking out his online virtual finance conference, the Wealth Summit, I was skeptical. I’ve been to my fair share of conferences and other virtual workshops that have cost a pretty penny. But, he said he had over 30 finance and money experts giving their very best advice and tips for free, I had to check it out. And, I wasn’t disappointed.
I saw a sneak peak at the Wealth Summit this past week, and I was very impressed! There’s an amazing amount of videos and presentations that can teach everyone, no matter your financial skill level, a thing or two. My boss at work would cringe to know how many hours I’ve sat at my computer watching these great videos from the likes of Miguel Gomez, CFP from Lauterbach Financial Advisors, Bill Holliday, CFP from AIO Financial, Andrew Thomas, CLU, ChFC from TIAA, and Andrew J. Patterson, CFA from Vanguard Senior Analysts, just to name a few.
These speakers that Greg has assembled are each highly successful in their own niche of the personal finance market. These videos run the gambit of personal finance, investing, insurance, and a lot more topics. And, these financial fiduciaries and industry experts provide some great insight anyone can use.
So, I’m excited to share this opportunity for a free mini-masters in personal finance from the Wealth Summit. I haven’t seen this great a group of presenters and topics since taking my own masters courses in personal financial planning from Kansas State University. So, be sure to grab your free ticket to the Wealth Summit now before the seats run out. Greg is only accepting 2,000 people into the conference to keep his bandwidth costs low.
Make 2018 The Best Year Yet!
Get our FREE checklist of money moves you need to make right now to have an amazing 2018!
What Is the Wealth Summit?
Wealth Summit is a 100% online financial conference that is free for everyone in the United States, both novice and finance expert alike. All skill levels will learn tricks and tips to improve your ability to plan for you and your family’s financial future.
And, it’s being billed as the biggest solely online financial conference of the year. Greg Phelps, the created of The Wealth Summit, has gathered over 30 personal finance, investing, retirement planning, insurance, and other financial experts all in one place who teach their favorite and best financial strategies to help you grow your financial knowledge.
During the conference, speakers who make video presentations every day from September 1st to 8th, you’ll learn how to reduce your taxes, plan for retirement, invest, protect your nest egg, and a lot more. Claim your free ticket to the Wealth Summit now for a limited time. It would be a $299 value if you attended something like this in person.
And, the best part yet is that these 30 finance experts aren’t trying to sell you anything. There’s no pitch. There’s no pressure to buy their book or sign up for a consultation phone call. It’s just experts sharing their best tips and advice so you can live the financial life of your dreams and take care of your family. It’s strictly a virtual financial education event.
Check out the video below to find out even more about the Wealth Summit!
Why Did Greg Phelps Start the Wealth Summit?
Greg created the Wealth Summit because he didn’t think there was enough good financial education available for the average American. He saw a lot of what looked like education disguised as product pitches and schemes. And, he set out to create the Wealth Summit to provide people with quality financial and investing advice in a unique and free format.
Greg says that he loves helping and educating people about finance. “I want to help them avoid the critically painful mistakes I’ve seen throughout the years, and honestly maximize and protect their personal wealth,” said Phelps.
“After 22 years of advising clients on money and planning, I wanted to spread a positive financial message, said Phelps. “[It’s] a message that ‘you can do this yourself! You can make the most of your money with the right approach and strategies in place.’”
Greg chose these speakers and their topics to help as many people as possible. This conference wasn’t designed only for Wall Street Insiders. The videos are for someone who needs and wants help in making the most of their wealth.
Greg Phelps, CFP®, CLU®, AIF®, AAMS® (That is an impressive slew of credentials, right?) is a CEFEX certified fiduciary financial advisor, speaker, author, and the creator of the Wealth Summit. Greg has helped thousands with his financial advisory practice, Redrock Wealth Management, but he wanted to have an even larger and even more positive impact on the world. And, that’s why he created the conference using technology to his advantage and thinking bigger than just his advisory practice.
What Personal Finance Topics Are Covered?
With over 30 hours of finance, investing, insurance, and other money topics covered, it’s hard to list them all. Looking through all the videos and topics covered, it really did seem like a cliff notes version of my master’s classes in financial planning, and now they’re all available online with the Wealth Summit.
Here are just a few of the great topics the conference covers over the eight days: where to invest your IRA and 401k savings, maximizing your tax-free Roth IRA and pre-tax IRA contributions, the factors that drive your investment returns, how to maximize and find the best return on investment, how to protect your nest egg, managing and minimizing your healthcare costs during retirement, creating a budget, inflation, the ins and outs of financial advisors and whether or not they’re really fiduciaries, and so much more.
One of my favorite topics from the Wealth Summit that I’ve loved watching was Greg Phelps and Benjamin Brandt’s discussion of the retirement rehearsal concept. Taking a mini retirement test drive is a topic that I’ve talked about and recommended to readers before. I’m also going to be discussing mini retirements and how to not hate your retirement on an upcoming podcast episode of Rock Your Retirement podcast.
During his presentation at the Wealth Summit, Benjamin Brandt, the founder and president of Capital City Wealth Management, discusses something similar to mini retirements when he describes how to rehearse your retirement using your vacation days. It’s estimated that over $50 billion of vacation time is unused and wasted in America, and we those days can put those days to better use with a retirement rehearsal.
It’s a great presentation and one that I highly recommend that you check out as soon as the Wealth Summit starts. Don’t be disillusioned with how you think you will spend your time in retirement. You’ve worked hard to retire, and you want to make the most of it. Brandt shared some great advice that everyone approaching retirement needs to hear.
How to View the Wealth Summit
The Wealth Summit is a virtual financial education event spanning eight days. It’s the first ever financial conference held 100% online and free. Greg designed the conference to help you increase your personal finance knowledge and maximize your personal wealth growth through great education from industry leaders: CFPs, insurance experts, financial fiduciaries, advisors, attorneys, insurance actuaries, and more.
Every day, 3 to 5 new videos open up for you to view. You won’t be able to jump ahead, and the videos will disappear 48 hours after you’ve watched them on that video’s particular day. So, you won’t want to miss a single day! But, you can watch and rewatch the videos as much as you want within those two days. If you do miss one, you can upgrade to the “All Access Pass” to have access to all the videos forever.
If you have the internet, you can watch the Wealth Summit from anywhere. Like I said before, I’ve been watching the videos on my downtime at work. Unlike a typical conference, you don’t need to fly or drive anywhere. You don’t need to get a hotel room. You won’t be wasting money for meals and other expenses. It’s all online.
The Wealth Summit is free. It doesn’t get any better than that. It’s a convenient way to learn some great personal finance tips, tricks, and advice from some of the best in the industry. You can watch the videos from anywhere: work, home, or even the beach from your with an iPad, phone, or computer. And, best of all, there’s no sales pitch. There’s no one trying to get you to buy their latest book or scheduled a consolation. It’s truly educational.
The adage of personal finance has never been truer – No one cares more about your finances and the finances of your family than you do. You owe it to yourself to be as educated as possible. You must be forearmed with information and know the right questions to ask before you meet with a financial advisor or even if you’re investing and planning your retirement for yourself.
And, the Wealth Summit is a great 100% virtual financial education event that can help you understand an incredible amount of financial topics all at once and maximize your personal wealth with great education from industry leading financial advisors right at your fingertips. It’s full of real-world, actionable tactics and tips that you can immediately implement on your own. So, what have you got to lose?
Sign up today and claim your free ticket to the Wealth Summit now!