This Is An In-Person Event. Secure Your Free Seat Before They're Gone!

Learn Proven Strategies On How To
Solve Your Income Challenges In 2024

Learn Proven Strategies On How To Solve Your Income Challenges In 2024

  ART OVATION HOTEL, Sarasota FL
   February 22nd 2024  6-8PM EST
#1 FINANCIAL CONCERN PEOPLE HAVE IN 2024 - HOW TO GENERATE MORE INCOME GIVEN HIGHER INFLATION AND PRICES.

Learn Proven Strategies On how to 
Solve Your Income Challenges in 2024

 ART OVATION DOWNTOWN | Sarasota, FL
   February 22, 2024 | 6:00-8:00PM EST
#1 FINANCIAL CONCERN PEOPLE HAVE IN 2024 
-HOW TO GENERATE MORE INCOME GIVEN HIGHER INFLATION AND PRICES-
"I'm excited about this PLATINUM EVENT where we'll go over proven strategies of how to build a road map towards greater income and financial freedom." - Martin Saenz, Managing Partner at Bequest
"I'm excited about this PLATINUM EVENT where we'll go over proven strategies of how to build a road map towards greater income and financial freedom.” 
– Martin Saenz, Managing Partner

Nearly Two-Thirds of Americans Believe Their Financial Situation will not improve in 2024

Why is this?  Despite numbers showing inflation easing, prices are higher for goods and services across the board.  Incomes have stayed stagnant; debts are rising, and it is tougher to save these days.

Come join us as we kick off 2024 focused on how to alleviate this financial stress by building additional income streams without necessarily requiring additional time or energy.

Nearly Two-Thirds of Americans believe their financial situation will not improve in 2024?

Why is this?  Despite numbers showing inflation easing, prices are higher for goods and services across the board.  Incomes have stayed stagnant; debts are rising, and it is tougher to save these days.  

Come join us as we kick off 2024 focused on how to alleviate this financial stress by building additional income streams without necessarily requiring additional time or energy.  



What you will learn at the bequest platinum in-person event

  • What are the larger macro-economic conditions impacting the traditional income generating strategies...
  • ​The different streams of income that an investor can learn in 2024 that are outside the traditional means of generating income...
  • ​How to develop a plan for success to kick start your year and where to plug into additional support to ensure you achieve the kind of success you are looking for in 2024...

You Will also learn...

  • How to build multiple streams of income...
  • ​Understand the concept of true passive income that doesn't require being a landlord or taking on a side-hustle...
  • ​What are the right tools in order to build your income streams and keep them predictable and consistent...
  • ​What are the Ultra High Net Worth Offices and Individuals doing to generate more income in 2024...
  • Network with other investors and professionals to share ideas and channels of income that will help you achieve your goals despite the larger macro-economic factors that are out there...
  • ​And much more!

What You Will Learn At The Bequest Platinum In-Person Event

  • How to build multiple streams of income...
  • ​Understand the concept of true passive income that doesn't require being a landlord or taking on a side-hustle...
  • ​What are the right tools in order to build your income streams and keep them predictable and consistent...
  • ​What are the Ultra High Net Worth Family Offices and Individuals doing to generate more income in 2024?...
  • Network with other investors and professionals to share ideas and channels of income that will help you achieve your goals despite the larger macro-economic factors that are out there...
  • What are the larger macro-economic conditions impacting the traditional income generating strategies...
  • ​The different streams of income that an investor can learn in 2024 that are outside the traditional means of generating income...
  • ​How to develop a plan for success to kick start your year and where to plug into additional support to ensure you achieve the kind of success you are looking for in 2024...
  • ​And much more!

Join Us at the BEQUEST PLATINUM EVENT

Secure Your Seat Today!

VALUE $297
TODAY FREE
Your In-Person Seat Includes:
  • Round-Table Business Summit Seating
  • ​Living Financial Statement Worksheet 
  • ​Cashflow Dojo 2nd Edition 
  • ​Automatic Enrollment in Live-Event Give-Aways
  • ​​Networking Opportunities with Local Meet Up Groups

Sescure Your Seat Today!

VALUE $297
TODAY FREE
  • ​Round-Table Business Summit Seating
  • ​Living Financial Statement Worksheet
  • ​Cashflow Dojo 2nd Edition
  • ​Automatic Enrollment in Live-Event Give-Aways
  • ​Networking Opportunities with Local Meet Up Groups
LEARN MORE ABOUT YOUR

FEATURED SPEAKERS

MARTIN SAENZ

MANAGING PARTNER at Bequest
Leads the overall growth at Bequest. For over 20 years, Martin has owned and operated multiple successful businesses. Mr. Saenz is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing.

SHAWN MUNEIO

MANAGING PARTNER at Bequest
Leads the investment strategy for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization.  Bequest is the fastest growing asset management firm in Sarasota FL.

DAVID FRIEDMAN

MANAGING DIRECTOR at 
Warwick Capital Group, LLC
Mr. Friedman has over 25 years of experience working in Finance, Private Equity, and with Ultra High Net Worth Family Offices.  David is the CFO and investor of two Florida companies and previously ran Rockridge Capital Holdings, LLC for ten years which is the family investment office for the late Frederick DeLuca (Founder of Subway Restaurants). 

REBEKAH SAMPLES

CASH FLOW STRATEGIST and PRIVATE INVESTOR
Mrs. Samples has made it not only her mission to share with others the importance of these tools, but she, along with her husband and extended family members, all are living and breathing examples of how Infinite Banking works. Using IBC has allowed Rebekah to educate others in understanding how money can work better for them, get out of debt, and find financial freedom. 

STEVEN SMITH

FOUNDER & CEO at Celestial
Mr. Smith is a software developer, entrepreneur, and bitcoin miner with a 30-year career that started in the early days of the internet. He has owned an international software staffing and outsourcing business in Sarasota, FL, for the past 15 years. Mr. Smith studied mathematics and physics at Florida Atlantic University.
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