Wealth Me by the HandTwo-Day Immersive Experience

Wealth isn't one smart move.It's five systems working together.

In two hands-on days, use the 5 I's Framework and Wealth CEO software to connect your mindset, financial picture, opportunity decisions, investment scenarios, and long-term plan — using your real numbers.

September 24-25, 20269:00 AM-5:30 PM each day · Pacific Time (PT)Freedom Center, Concord, CaliforniaIn person + live online

2300 Stanwell Drive, Suite C, Concord, California

BUILD MY WEALTH SYSTEMReserve your seat for both days. Secure checkout. Event details are confirmed immediately after purchase. The more seats you reserve, the more you save — per-seat pricing drops at 2 and 4+ seats.

$1,497

One payment · both days included

The more seats you reserve, the more you save — per-seat pricing drops at 2 and 4+ seats.

People reviewing financial plans and dashboards around a desk
Portrait of Michael E. Parker
Michael E. ParkerCEO & Award-Winning Entrepreneur
Portrait of Gina Wright
Gina WrightReal Estate & Wealth Strategist
Portrait of Darral Brown
Darral BrownCFO
REAL DATA
THREE SIMULATIONS
FIVE SOFTWARE LABS
ONE COMPLETED WEALTH PLAN

You can have income, assets, and good intentions — and still not have a wealth system.

Most people are taught to look at money one piece at a time. Earn more. Fix credit. Buy a property. Open an investment account. Reduce taxes. Protect the family.

Those pieces matter. But when they are disconnected, it is hard to see what is helping, what is leaking, and what decision should come next.

Wealth Me by the Hand brings the pieces into one operating system. You will examine your real financial picture, compare possible moves before you make them, and turn what you learn into a clear, time-bound plan.

This is not a day of collecting more information. It is two days of making your financial system visible.

The Five Systems

The five systems that turn financial pieces into a wealth operating system

The 5 I's give every decision a place and a sequence.

  1. 01

    INFILTRATE

    Mindset and ownership system

    Trace how beliefs become behaviors, habits, and financial outcomes. Replace scattered money decisions with the identity and disciplines of a wealth builder.

  2. 02

    INFORM

    Financial foundation system

    Connect income, debt, credit, leverage, assets, cash flow, taxes, and protection so you can understand the forces shaping your capacity.

  3. 03

    IDENTIFY

    Financial intelligence system

    Read your current snapshot across income, qualification, tax, net worth, credit, cash, and protection. See gaps and opportunities in one place.

  4. 04

    INVEST

    Decision and simulation system

    Run real estate, business, and securities scenarios. Compare their effects before you commit a dollar, sign a loan, or redirect your time.

  5. 05

    INCREASE

    Growth and protection system

    Choose the strongest path, build a timeline, stress-test it against real-world shocks, and leave with a Wealth Plan you can act on.

You will not leave with a notebook full of "someday."You will leave with work completed.

01

Personal Wealth Scorecard

An honest baseline across mindset, knowledge, income growth, asset ownership, investment confidence, tax awareness, protection, and legacy planning.

02

Completed Wealth CEO Profile

A real-data view of income, cash, debt, real estate, securities, business interests, taxes, and protection.

03

Current Snapshot Analysis

A dashboard view of income, borrowing position, tax exposure, net worth, liquidity, credit, and protection.

04

Wealth System Map

A visual model showing how money moves, where value leaks, and where stronger connections can be built.

05

Three Scenario Comparisons

Real estate, business, and securities scenarios compared across the same dashboard.

06

Personal Wealth Blueprint

One-, three-, five-, and ten-year targets anchored to your current snapshot.

07

Stress-Tested Wealth Plan

A plan tested against job loss, recession, a health event, business downturn, and unexpected expenses.

08

72-Hour Next Step

One immediate action chosen and stated before leaving the room.

Why this is different

Financial education tells you what could work. This experience helps you see what fits your numbers.

Typical financial seminar
Wealth Me by the Hand
  • Generic examplesYour real financial inputs
  • More informationA sequenced operating system
  • One investment ideaThree scenarios compared
  • Goals based on estimatesTargets anchored to your snapshot
  • Motivation at the endA stress-tested plan and 72-hour action
  • Separate topicsMindset, cash flow, credit, tax, assets, protection, and planning connected

Wealth CEO software makes each principle visible. As your information is entered, the experience moves from theory to a working picture of the decisions in front of you.

Day-by-day agenda

Two days. From financial fragments to a connected plan.

Day 1 — Foundation · Infiltrate + Inform

  1. 9:00 AM

    Arrival

    Continental breakfast and registration.

  2. 9:30 AM

    Kickoff

    Participant introductions, transformation ground rules, and the full two-day journey.

  3. 10:00 AM

    The 5 I's + Wealth CEO

    See how the framework and five software tabs work together.

  4. 10:30 AM

    Wealth begins before money

    Explore wealth mindset, ownership, the Four Wealth Builders, and the Earn → Own → Grow → Protect → Multiply journey.

  5. 11:30 AM

    Personal Wealth Scorecard

    Establish an honest baseline across eight wealth dimensions.

  6. 12:00 PM

    Wealth CEO baseline setup

    Begin building the real-data profile that powers every later analysis.

  7. 1:30 PM

    Income, capacity, credit, and leverage

    Understand income types, debt-to-income, strategic credit, and the difference between productive and draining debt.

  8. 2:30 PM

    Current State Lab: Part 1

    Input income, cash, debt, expenses, and credit.

  9. 3:40 PM

    Real estate, assets, and cash flow

    Examine appreciation, equity, cash flow, tax considerations, and five income-producing asset classes.

  10. 4:30 PM

    Cash Flow Mapping

    Map current income and identify five target income-producing assets.

  11. 4:45 PM

    Current State Lab: Part 2

    Complete real estate, securities, business, tax, and protection inputs.

  12. 5:15 PM

    Day 1 review

    Identify the scenario you most want to simulate on Day 2.

Day 2 — Action · Identify + Invest + Increase

  1. 9:00 AM

    Networking

    Continental breakfast and reconnection.

  2. 9:30 AM

    Review and reset

    Refine any inputs and prepare for the day's analysis.

  3. 9:50 AM

    Tax strategy and wealth preservation

    Explore entity structure, depreciation, tax-deferred accounts, deductions, insurance, legal structure, estate planning, and reserves.

  4. 11:00 AM

    Build Your Wealth System Map

    Draw the connections between income, assets, investments, cash flow, protection, and opportunities.

  5. 11:35 AM

    Opportunity vs. distraction

    Use a five-factor filter: risk, return, alignment, leverage, and scalability.

  6. 11:50 AM

    Current Snapshot Lab

    Read income, qualification, tax, net worth, credit, and protection in one dashboard.

  7. 12:30 PM

    Opportunity Shark Tank

    Pressure-test a real opportunity and make a data-grounded go/no-go recommendation.

  8. 2:00 PM

    Build Your Wealth Blueprint

    Set one-, three-, five-, and ten-year targets based on current numbers.

  9. 2:45 PM

    Real Estate Simulation

    Model a rental property and see the projected effects across the dashboard.

  10. 4:00 PM

    Business + Securities Simulations

    Compare business and portfolio scenarios, then run the three-way comparison.

  11. 4:30 PM

    Grow and protect the system

    Connect reinvestment, reserves, annual review, and protection to the plan.

  12. 5:15 PM

    Commitment and close

    Choose the first 72-hour action and state the next step.

Session timing and order may be refined by the facilitation team. Final logistics appear on the confirmation page and attendee communications.

Wealth CEO software

See the system. Test the decision. Build the plan.

Wealth CEO is the platform layer for the experience. It brings the 5 I's into one guided workflow:

  • Getting Started — establish the baseline
  • My Current State — enter the complete picture
  • Current Snapshot — convert data into intelligence
  • Simulate Future — compare possible decisions
  • Wealth Plan — timeline, stress-test, and send the plan
The goal is not to predict the future. It is to make a better-informed decision before you live with the consequences.
Wealth CEO software dashboard showing planning panels and charts

Who should attend

This experience is for you if…

  • You earn income but cannot clearly see how it is turning into long-term wealth.
  • You own a business, property, retirement account, or investments that feel disconnected.
  • You want to understand how lenders, taxes, cash flow, and protection affect the next move.
  • You have considered real estate, a business investment, or securities and want a consistent way to compare them.
  • You are ready to work with real numbers, make decisions, and leave with a plan.

Not a fit if:

You want guaranteed returns, a hot-tip seminar, personalized legal or tax advice from the stage, or a plan that requires no effort after the event.

Facilitators

Guided by leaders who teach the system and help you use it

Portrait of Michael E. Parker

Michael E. Parker

CEO & Award-Winning Entrepreneur

Founder of You Are a CEO, entrepreneur, minister, and community leader helping people become the CEO of their life and pursue Ultimate Freedom.

Portrait of Gina Wright

Gina Wright

Real Estate & Wealth Strategist

Real Estate and Wealth Strategist focused on investment and development. Creator of the “7 Principles of Wealth,” she has mentored over a thousand people and built a portfolio exceeding $40 million, partnering with Michael for over 20 years.

Portrait of Darral Brown

Darral Brown

CFO

Chief Financial Officer and Corporate Secretary at You Are a CEO. A retired Air Force Captain with 20+ years in financial management, he specializes in building financial strategies and holds an MBA and Bachelor's in Management.

Investment

Build the system before the next big financial decision.

$1,497

One payment. Both days included.

The more seats you reserve, the more you save — per-seat pricing drops at 2 and 4+ seats.

Seats
Per seat
Total
  • 1Single seatStandard
    $1,497
    $1,497
  • 2Bring a partner
    $997
    $1,994
  • 4+Team or household
    $697
    from $2,788

Tiered per-seat pricing applies automatically at checkout based on the number of seats selected.

  • Admission to both live days
  • Guided 5 I's instruction
  • Five Wealth CEO software labs
  • WMBTH workbook activities
  • Three investment simulations
  • Wealth System Map and Personal Wealth Blueprint
  • Completed, stress-tested Wealth Plan
BUILD MY WEALTH SYSTEMReserve your seat for both days. Secure checkout. Event details are confirmed immediately after purchase. The more seats you reserve, the more you save — per-seat pricing drops at 2 and 4+ seats.

You will be redirected to secure checkout. Your receipt and event confirmation will arrive immediately after purchase.

FAQ

Frequently asked questions

Your next wealth decision should not have to compete with a disconnected financial life.

Bring the numbers. See the system. Test the possibilities. Leave with a plan built for your real starting point.

Wealth Me by the Hand · September 24-25, 2026 · Freedom Center, Concord, California + live online

BUILD MY WEALTH SYSTEMReserve your seat for both days. Secure checkout. Event details are confirmed immediately after purchase. The more seats you reserve, the more you save — per-seat pricing drops at 2 and 4+ seats.

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