EVENT

Ali'i Kala Wealth Summit Fall 2022

Event Location

The Sheraton Maui Resort & Spa - Lahaina, Hawaii

Event Date
Oct 3, 2022
Start Time
4:00 PM HST
Register

ALI'I KALA WEALTH SUMMIT

The Sheraton Maui Resort & Spa, Hawaii

OCTOBER 3-6, 2022

This event is invitation only. VIP's can register in their client portal.

What is the Wealth Summit?

The Ali'i Kala VIP Wealth Summit is a chance for Wealth Masters Members from across the country to gain new perspectives, learn new investment opportunities, and share their favorite tips and tricks.

Attendees of previous summits have expressed the most valuable part of this event is being able to network with other like-minded investors and make connections they will keep long after the event is over.

Don't miss this opportunity for a chance to spend quality time with Chris and Tanisha Souza and other members of the Tardus team, the expert speakers as well as your peers - the other VIP's.

What will you experience?

  • Discover new cash flow investments, how to analyze them and apply them to your specific situation
  • Make changes to your wealth plan and end game
  • Identify potential new members of your team to enhance your plan
  • Develop a millionaire mindset with a focus on growth and striving for higher goals
  • Network with other like-minded investors, vendors, and your Tardus team

And bonus.....

  • Be the FIRST TO MEET brand new vendors from Legacy Global, USEDC, Norada Real Estate, AND Durfee Law Group!
  • Breakfast and lunch is INCLUDED every day (+ some other extras such as a vendor hosted dinner, welcome cocktail party and VIP gifts for every attendee)
  • The whole week is TAX DEDUCTIBLE!

Watch the highlight reel from the last VIP Summit...

Agenda & Speakers

The VIP Summit will be an immersive and invaluable experience taking place over four action-packed days. Our sessions all take place in the first half of the day, so you have the second half to explore the resort and enjoy some free time - by yourself, or with the rest of the group. See you by the pool!

Each day will be made up of engaging keynote presentations and panels from some of the brightest minds in the Tardus Network. The conference is designed to help VIP clients maximize their Tardus experience and results.

Make sure to plan accordingly for the exciting activities outside of the normal sessions such as INCLUDED breakfasts & lunches, a welcome cocktail party hosted by Ron Fossum, and a dinner cruise hosted by Legacy Wealth.

The full daily agenda will be available in the VIP Client portal.

Speakers and activities STILL BEING ANNOUNCED.

Registration NOW OPEN in your VIP Portal.

EVENT SPEAKERS

Meet the Experts

Chris Souza
COO, Tardus Wealth Strategies
Chris Souza is the Chief Operations Officer at Tardus. Chris has more than a decade of experience in finance and sales for multi-million dollar corporations. Once him and his wife achieved financial freedom through real estate investing, he left the corporate world to help her grow Tardus, chasing their passions of helping others achieve the same freedom they did. Chris parlayed his expertise into helping build the Tardus brand into a world-wide leader in financial coaching.
Tanisha Souza
CEO, Tardus Wealth Strategies
Tanisha Souza, J.D., is an author, patent-holder, professional speaker, wealth and passive income coach, and entrepreneur. She has a passion for teaching people how to live their dreams by quickly building passive income without risk. Tanisha quit the practice of law after replacing her income with passive income from real estate, and she launched Tardus Wealth Strategies, a full-service wealth and passive income coaching firm. Tanisha studied and obtained her bachelor’s degree at U.C. Berkeley and obtained her juris doctorate from the U.S.C. Law School.
Caeli Ridge
President and CEO, Ridge Lending Group
Caeli Ridge is the president and CEO of Ridge Lending Group and is herself a real estate investor. She has been an established real estate investor for over 20 years, holding as many as 42 investment properties across the United States at one time. Caeli has worked with tens of thousands of real estate investors and homeowners all over the country, helping more families realize their dreams of homeownership as real estate investors than any other mortgage lender in the country. When she is not running RLG, Caeli is a sought-after speaker and can be found providing insight and education to investors at events across the country. Located in Portland, Oregon, Caeli is also a wife, mother of two and devoted friend to many.
Pete Covino
Lead Wealth Advisor, Legacy Wealth Management
Pete is an Accredited Wealth Management Advisor, AWMA, and is uniquely qualified to fulfill his dream of helping others have financial success and peace of mind. Since entering the financial services in 1997, he brings to the table developed successful strategies implementing risk mitigation and smart growth positions especially during tough economic times, including two of the worst recessions in U.S. history. In 2015 Pete and his team of professionals registered the office as an RIA (Registered Investment Advisor) where he seeks to serve his clients’ best interests.
Nick Padula
Director of Business Development, USEDC
Nicholas Padula joined U.S. Energy in 2009 as the Director of business development for the Pacific Region. Nick has over 15 years of experience in the financial services industry and previously served as a Financial Advisor for Morgan Stanley and Citicorp Financial Services. Prior to working at U.S. Energy, Nick was the Regional Vice President for the West Coast at an Equipment Leasing subsidiary of Resource America; where he managed the top producing territory of Investment Programs 3, 4, and the Commercial Finance Fund. Nick earned his B.S. degree in Business and Communications from the University of Arizona in Tucson, AZ, and currently resides in Chandler, AZ.
Scott & Kim Michelle Pullan
Personal Growth & Leadership Training
D. Scott and Kim-Michelle Pullan have a combined total of over 80 years of experience as educators, coaches, and trainers. Beginning in the educational arena, they have impacted the lives of thousands of students at the high school and collegiate level by encouraging them to be leaders first, embracing possibility thinking and win-win solution-oriented problem-solving. In 2004, Scott and Kim-Michelle expanded their careers into the personal growth and leadership training arena. Since that time Scott and Kim-Michelle have traveled the world as personal and business development coaches supporting individuals and businesses in producing the results they truly desire by focusing on creating behavior, belief, and performance breakthroughs. It was at one of these leadership training that Scott and Kim-Michelle first met Chris and Tanisha Souza.
Melodie Durfee
President & CEO, Legacy Global
Melodie Durfee is the President and Chief Executive Officer of Legacy Offices & Legacy Global. She consults with family offices and foundations across the nation and internationally, advising on administration, finance, risk management, controls, planned giving, alternative assets, and international transactions and activity. Over the years, Ms. Durfee has mediated resolutions for organizations, families, and individuals in solving tax, bankruptcy, legal actions, planned giving, and ethical trust violations. She has solved complicated tax problems for donors and charities and provided education on the valuation, acceptance, and investment of non-cash and alternative assets for organizations and families.
Rick Durfee
Senior Attorney, Durfee Law Group
Richard E. Durfee. Jr. ("Rick"), is the senior attorney at Durfee Law Group, PLLC, and has been practicing law since 1988. Based in Mesa, Arizona, the firm represents clients all over the U.S. for all levels of estate planning, asset protection, business and charitable planning, and probate, from simple Wills and Trusts to complex dynasty planning for the ultra-wealthy. Mr. Durfee has a unique family centered approach to planning especially focused on growing and preserving multi-generational tax efficient wealth, and protecting the family. His motto is "Live Well, Leave a Legacy". To that end, the law firm has a 500 year plan so that families with such dynasty planning can have the legal help they need to thrive for generations to come.
Aaron Young
CEO, Laughlin Associates
Aaron Young, CEO of Laughlin Associates is a renowned entrepreneur with more than 30 years of experience and several multi-million dollar companies under his belt. Aaron has made it his life’s work to arm business owners with success formulas that immediately provide exponential growth and protection. He inspires others by empowering them to build strong companies while proactively protecting their dreams.
Marco Santarelli
Founder, Norada Capital Management
Marco Santarelli is an investor, author, Inc. 1000 entrepreneur, and the founder of Norada Capital Management and Norada Real Estate Investments – the largest nationwide provider of turnkey cash-flow investment property. His mission is to help 1 million people create wealth and passive income and put them on the path to financial freedom. He’s also the host of the top-rated podcast – Passive Real Estate Investing.

Claim Your Free Strategy Session

We promise to protect your info. No spam, unsubscribe at any time.

20%
Please pick one of the following options:
Please pick one of the following options:
Please pick one of the following options:
Please pick one of the following options:
Please pick one of the following options:
Got It! Let's Get Scheduled!
Oops! Something went wrong while submitting the form.

Start Your Journey to Financial Freedom

Register for this in person event

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

See you at the Webinar!

We'll always protect your info. No Spam, Unsubscribe at any time.

Congratulations! You are registered and will receive a confirmation email shortly.
Oops! Something went wrong while submitting the form.