2026 B.O.$.$. Wealth Experience in Milwaukee

Schedule

Sat Jun 27 2026 at 11:00 am to 01:00 pm

UTC-05:00
Location

Brookfield Conference Center | Brookfield, WI

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"Bank on Yourself! Learn how to grow wealth, reduce taxes, create lifetime income and build a lasting legacy. Limited seating."
About this Event

Join City Host Dr. LaQuetta Clipps, Author, Speaker, and Transformational Life Coach, along with Guest Speaker Shirley Johnson, CFEI, Senior Wealth Strategist and CEO of ELITE100 Wealth Builders, for a powerful and practical wealth-building experience designed to educate, empower, and equip individuals, entrepreneurs, business owners, and investors with financial strategies to build, protect, and transfer wealth.

This dynamic workshop will introduce attendees to proven financial tools and resources designed to help reduce tax liabilities, protect assets from market volatility, create tax-advantaged streams of income, and develop a plan for long-term financial security and generational legacy.

Past attendees have described this experience as eye-opening, empowering, and life-changing. Many have gone on to implement strategies shared by our speakers and schedule personalized wealth strategy sessions to take greater control of their financial future.

During this exclusive workshop, you'll discover strategies many successful individuals, entrepreneurs, and business owners are using to:

  • Protect wealth from market volatility and unnecessary taxation
  • Create tax-advantaged streams of lifetime income
  • Build wealth through strategic real estate investing
  • Leverage financial tools commonly used by the wealthy
  • Establish systems designed to create generational wealth and legacy
  • Protect assets through proper estate planning and wealth transfer strategies.
  • If you're serious about making your money work harder for you instead of working harder for your money, this event is for you.

Featured Guest Speaker
Shirley Johnson, CFEI

Senior Wealth Strategist
CEO, ELITE100 Wealth Builders

With more than three decades of experience in the financial services industry, Shirley Johnson is a Certified Financial Educator and respected wealth strategist dedicated to helping individuals, families, business owners, and organizations create and implement tax-advantaged wealth strategies and legacy plans.

Through education, strategic planning, and financial empowerment, Shirley and her team of professional advisors help clients grow, protect, and transfer wealth while creating financial confidence and long-term security.


What You Will Learn

✔ How to use IRS-approved tax advantages to Bank on Yourself instead of relying solely on traditional savings and retirement plans

✔ Strategies designed to help protect your money from market losses and rising taxes

✔ How entrepreneurs, professionals, and real estate investors create tax-advantaged streams of lifetime income

✔ Real estate investing fundamentals and how everyday entrepreneurs are building wealth through property ownership

✔ Wealth-building strategies designed to create generational legacy

✔ Smart ways to leverage financial tools and resources commonly used by affluent families and business owners

✔ The importance of Wills, Trusts, and Estate Planning in protecting your assets and loved ones

✔ How to create a personalized strategy for wealth accumulation, preservation, and distribution.


Who Should Attend?

This workshop is designed for:

  • Entrepreneurs
  • Small Business Owners
  • 1099 Contractors & Gig Workers
  • Real Estate Investors
  • High-Income Earners
  • Professionals Planning for Retirement
  • Individuals seeking greater financial independence
  • Anyone serious about building, protecting, and transferring wealth

SPECIAL "VIP" INVITATION FOR HIGH-INCOME EARNERS & BUSINESS OWNERS
Discover How to Use Bank-Matched Money to Build Significant Tax-Advantaged Wealth

For qualified high-income earners, business owners, physicians, executives, real estate investors, and professionals, we will introduce an advanced wealth-building strategy known as Premium Financing.

This powerful concept allows eligible individuals to leverage bank-matched capital to fund a larger life insurance asset than they might otherwise purchase using only their own money.

Learn how qualified participants may be able to:

✔ Leverage bank financing to accelerate wealth accumulation

✔ Potentially create millions in tax-advantaged legacy wealth

✔ Maximize cash flow while maintaining liquidity

✔ Build supplemental tax-free retirement income

✔ Enhance estate and succession planning strategies

✔ Create a more efficient wealth transfer plan for future generations


"VIP" DINNER/WEALTH STRATEGY SESSION *Separate ticket

"How the Wealthy Use Other People's Money to Build Wealth and Legacy"

This exclusive segment is designed for individuals with higher incomes, strong cash flow, substantial assets, or a desire to explore advanced wealth-building strategies beyond traditional retirement plans.


Reserve Your Seat Today

If you are committed to building wealth, protecting what you've worked hard to achieve, and creating a lasting legacy for your family, this event is for you.

Seats are limited and expected to fill quickly.

Take the next step toward owning your financial future and reserve your seat today for the B.O.$.$. Wealth Experience.

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Where is it happening?

Brookfield Conference Center, 325 South Moorland Road, Brookfield, United States

Event Location & Nearby Stays:

Tickets

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