ATTENTION INVESTORS

ATTENTION INVESTORS

Join Us For An Exclusive In-Person

Wealth Protection Summit 2025
Building Resilient Portfolios

Join Us For An Exclusive In-Person

Wealth Protection
Summit 2025

Building Resilient Portfolios

Join Us For An Exclusive In-Person

Wealth Protection Summit 2025
Building Resilient Portfolios

Join Us For An Exclusive In-Person

Wealth Protection
Summit 2025

Building Resilient Portfolios

Join this 1-Day Event on April 5, 2025!

Learn the secrets that allow profitable and thriving portfolios in every cycle of the economy.

*Reserve your room at the special summit rate - available until March 5, 2025!*

SUMMIT AGENDA: UNLOCK THE SECRETS TO LONG-TERM WEALTH

WHAT YOU WILL GAIN FROM THIS SUMMIT

Key Note Speaker

Dan Zitofsky

Zitofsky Capital Management

CIA (Chief Investor Advocate) | Int’l Speaker | Guiding Busy Professionals to TRUE Passive Wealth Using The Velocity of Money |

Over two decades, Dan Zitofsky specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders.

Additional Guest Speakers

Eric Pierre

Eric Pierre

Owner, CEO and Founder of Pierre Accounting
Desi Arnaz

Desi Arnaz

Everly Mae Capital
Group LLC
John Miller

John Miller

Senior Attorney
Rock Solid Law & Title

Sponsors

Jerry Sanders

Jerry Sanders

Founder & CEO First Shield Financial LLC
Rahman K. Harmon

Rahman K. Harmon

Partner/Asset Manager

Event Kicks Off In:

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Event Location:

Sawgrass Marriott Golf Resort & Spa, Ponte Vedra Beach, FL

Saturday, April 5, 2025
Time:- 8:00 AM – 5:30 PM

MASSIVE MONEY-MAKING OPPORTUNITIES ARE WITHIN YOUR REACH, YOU JUST NEED THE STRATEGIES TO SEIZE THEM.

MASSIVE MONEY-MAKING OPPORTUNITIES ARE WITHIN YOUR REACH, YOU JUST NEED THE STRATEGIES TO SEIZE THEM.

The Wealth Protection  Summit 2025 is your opportunity to learn how to safeguard and grow your wealth through mortgage note investing and discover investment and legacy building strategies you didn’t know existed. An event created to inspire collaboration, spark idea exchange, and support personal growth among participants.
This exclusive live event is designed to inspire collaboration among like-minded investors, spark innovative idea exchanges, and support your personal and financial growth. You’ll gain actionable insights into essential tax strategies tailored to the note industry, along with expert guidance on retirement planning for self-employed professionals.
Don’t miss this chance to take control of your financial success and build a legacy of lasting wealth. Seats are limited—secure yours today!

Who Should Attend? This Summit Is for Everyone!

Who Should Attend? This Summit Is for Everyone!

At the Wealth Protection Summit 2025, we believe that financial growth and stability are for everyone, regardless of where you are in your journey. Whether you’re:

This summit is your chance to gain exclusive insights and actionable knowledge.

Our expert speakers will cover everything from alternative investments and tax strategies to creating consistent passive income streams.

No prior investing experience? No problem!

This event is designed to empower everyone to take charge of their financial future.

Don’t miss this opportunity to learn, grow, and connect

EVENT DETAILS

Registration Options

VIP

$497

STAY AT SAWGRASS MARRIOTT GOLF RESORT & SPA,
PONTE VEDRA BEACH, FL

What’s Included

* You Are Invited To Scheduling A Tee Time

Reserve Your Spot Today!

Challenge the Investment Status Quo and discover exclusive investment and generational wealth legacy strategies to protect and grow your wealth. Register now to secure your place at the summit, and take advantage of special pricing on hotel rooms at the Sawgrass Marriott Golf Resort & Spa.

Sponsorship Opportunities

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Eric Pierre

Owner, CEO and Founder of Pierre Accounting
Eric Pierre is the CPA who’s rewriting the rules of the CPA game. With 17 years in the trenches of accounting, tax, and finance, Eric’s not your average number-cruncher. He’s the mastermind behind Pierre Accounting, the go to resource for high-net-worth individuals looking to keep more of their hard-earned cash out of Uncle Sam’s pocket.

Desi Arnaz

Private Equity Fund Manager – Real Estate Syndication – Real Estate Asset Manager

Desi Arnaz is a seasoned investor and Senior Managing Member of Everly Mae Capital Group, with over 40 years of experience in real estate and finance. Having navigated the highs and lows of financial markets, Desi brings a wealth of knowledge in strategic investment planning, wealth building, and creating multi-generational legacies. After facing significant financial challenges during the 2008 recession, Desi rebuilt his financial foundation and developed the Family Circle of Wealth system—a powerful, long-term investment strategy designed to ensure financial stability and growth for families over generations.

John Miller

Rock Solid Law & Title is the ministry of John Miller and his team. This firm exists to serve our clients and to improve the lives of all those we are fortunate enough to come into contact with and serve as clients. Our stated goal is to provide excellent legal services with the utmost integrity in a professional yet beach casual setting. We strive so that every person that leaves our door has had their lives improved. We have had the privilege of protecting an incredibly wide range of individuals, companies, and interests. In addition to being a cornerstone of the Northeast Florida legal community, we have also endeavored to be an impactful resource for the community, particularly engaging in numerous charitable efforts.