EVENT

Ali'i Kala VIP Wealth Summit

October 11 - 14, 2021
Event Location

Virtual

Event Date
Start Time
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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 more accessible summit as this years will be held virtually.

  • 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
  • Develop a millionaire mindset with a focus on growth and striving for higher goals
  • Identify potential new members of your team to enhance your plan
  • Network with other like-minded investors
  • Be the FIRST TO HEAR of exclusive BRAND NEW products being announced by Tardus, Legacy Wealth AND RP Capital

AGENDA

The VIP Summit will be an immersive and invaluable experience taking place over four action-packed days.

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.

This schedule is in Hawaii Standard Time. Pacific time +3 hours. Mountain time +4 hours. Eastern time +6 hours.

Curious what the experience at a VIP Wealth Summit is like?

Check out the highlights from our last Summit:

Limited Availability. VIP's should register in their portal. This event is invitation only. If you think you might be a good fit for the VIP program, speak with your Tardus Wealth Coach today.

EVENT SPEAKERS

Meet the Experts

Tanisha Souza
CEO Tardus Wealth Strategies
Tanisha is the Chief Wealth Coach at Tardus. Formerly an attorney, Tanisha is the inventor of the patented Income Snowball System, best-selling author with Jack Canfield of Soul of Success Volume II, and author of the Multi-Million Dollar Real Estate Investing Course.
Chris Souza
COO Tardus Wealth Strategies
Chris Souza has over two decades of experience in the finance and sales industry for multi-million dollar corporations. He has parlayed that expertise into helping build the Tardus brand into a world-wide leader in financial coaching.
Ron Fossum
Founder and CEO, Tax Plan Wealth
Ron Fossum was born in Anchorage Alaska and stayed until about age 15 when his family moved to Casper Wyoming, where he graduated high school in 1985. In 1992 he moved to the Seattle area, where at the age of 27, he married the love of his life, Sharon. Ron started in the insurance industry in 1999 and within eight months became one of the top selling agents for Mutual of Omaha. He quickly expanded the practice to include all forms of Insurance, Investments, Tax Structuring, and Planning Services. Since he had so much exposure to working with business owners, Ron has since owned companies ranging from: -Financial Services -Commercial and Residential Real Estate -Oil and Gas Co -Numerous Web-Based Businesses -Numerous Investment Funds -Background Check Co -Collection Co -Digital Marketing Co -Tax Planning Service -Fractional CFO Services
Stephen Reese
Estate Planning Attorney, Law Office of Stephen H. Reese
Stephen H. Reese has been a practicing attorney for more than thirty-five years. He received his Juris Doctorate from Albany Law School of Union University in 1983. Following that, he moved to New York City where he practiced law for five years, primarily in the field of litigation. Steve moved to Honolulu and was admitted to the Hawaii State Bar in 1988, at which time he began his career in estate planning. He has been in continual service to our community for more than thirty years and opened his own offices in 1995. He now serves clients on Kauai, Maui and the Big Island, as well as at home on Oahu. Steve is a community leader in the fields of estate planning, charitable planned giving, and business planning. He has been recognized by the Hawaii Community Foundation with the 2013 Professional Advisors in Philanthropy Award. He is regularly called upon as a guest lecturer, presenting educational seminars on several subjects to organizations such as: East-West Center, St. Francis Healthcare System, Hawaii Senior Alliance, Morgan Stanley, National Association of Tax Preparers, Prudential Securities, and many other groups, some of whom Steve also serves in an advisory capacity.
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.
Ron Phillips
Founder and CEO, RP Capital
Ron is the Founder and CEO of RP Capital ‒ a Real Estate Brokerage specializing in residential income-producing properties. More than a brokerage, RP Capital is Ron’s platform for educating, training, and empowering emerging and seasoned investors. Ranked in the top 25% on the INC 5000 list of America’s Fastest-Growing Companies in 2015, the firm offers a proprietary software suite so its clients can create their own Real Estate Wealth Plan™ using live inventory and produce a proforma for those properties, then his team walks them through the process of becoming an investor. 70% of these clients continue to do business with RP Capital.
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.

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