factum wealth live event

Building an Unshakeable Foundation

for Your Wealth

April 11th, 1PM – 5PM and April 12th, 9AM – 4PM

Hilton Scottsdale Resort & Villas

Sold out!

TESTIMONIALS

KEYNOTE SPEAKERS

Brett Tanner

CEO of Tanner Capital Holdings

Brett serves as CEO of Tanner Capital Holdings which provides consulting services to real estate businesses throughout the United States. His private portfolio is carefully supervised by a family office, responsible for managing the acquisition and disposition of a diverse real estate portfolio valued at over $250 million. This portfolio includes residential and commercial properties, as well as private loans.

Brett’s core belief remains a guiding principle for his team and the businesses they serve: the ultimate goal of wealth is to provide individuals with the freedom to design a life they love. This philosophy shapes both his personal and professional pursuits. Outside of Brett’s professional life, he cherishes the opportunities to explore the world with his wife and their three children.

Jayson Lowe

CEO & Chairman of the Lowe Family Group of Companies.

Meet Jayson Lowe, the energetic force behind Ascendant Financial Inc. and a master mind in the Infinite Banking Concept for the past 16 years. Jayson’s not just a CEO & Chairman of the Lowe Family Group of Companies; he’s a coach at heart, renowned for developing talented individuals into outstanding leaders.

His approach goes way beyond finance - deeply rooted in the mantra of “Health + Wealth + Giving.” This forms the cornerstone of his Family Banking System, emphasizing a balanced focus on family and servant leadership. With a proven track record of winning in business, Jayson is the kind of mentor who brings out the best in his Teams. Jayson’s sessions are not just about Becoming You Own Banker or building a successful business; they’re about enriching lives.

Prepare to be both informed and inspired!

Secure your seat now and unlock the path to financial empowerment at Factum Wealth Live Seminar! Reserve your ticket today and embark on a journey to financial freedom

Don't miss out on the experience of a lifetime.

Join us for the FACTUM Wealth LIVE EVENT

Be part of something extraordinary – grab your ticket for $711 before it's too late!

UNLOCK THE SECRETS TO LASTING WEALTH AND FINANCIAL FREEDOM.

At This Seminar You Will Hear Expert Speakers Discuss:

  • Factum Wealth Scorecard - Estate Planning

  • Mapping Out A $50,000,000 Net Worth

  • Factum Wealth Scorecard - Estate Planning

  • Mapping Out A $50,000,000 Net Worth

  • Family Banking

  • Whole Life For Business Owners.

  • And More...

sold out!

SPEAKERS

David Zapata

Wealth Strategist

A financial educator in the life insurance industry and an Authorized Practitioner of the Infinite Banking Concept. My passion is empowering business owners and families to take permanent control of their money.

Every year, Americans earn uncommonly high incomes. But, most Americans don’t save enough to achieve the freedom they want. I focus on revealing the truth about setting a proper financial foundation so more Americans can become the directors of their own movie…

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Juan Godinez

Attorney

Juan Godinez focuses his practice on estate planning and trusts and wills. The most enjoyable part of his work is helping his clients gain peace of mind by protecting their assets and ensuring their legacy is secured for generations to come. As an IBC practitioner, Juan especially enjoys assisting IBC plan holders create life insurance trusts to maximize the power of their IBC policies.

Prior to joining Copper Canyon Law, Juan served as a Judge Advocate General (JAG) for the United States Air Force. As a JAG…

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Kyle Fuller

CEO of Factum Financial

Kyle Fuller started in life insurance in 2013, but was overcome by the power of Infinite Banking the following year and has been practicing IBC ever since.

Kyle was blessed with the heart of a teacher, which prompted him to share his knowledge of Infinite Banking with people who want to harness every dollar for its maximum potential and live with ultimate financial freedom.

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Wade Borth

Chief Insurance Officer of Factum Financial

Growing up on a farm in North Dakota, it wasn’t until personal tragedy struck Wade as a young boy that he found the value and importance in life insurance. He decided he wanted a career where he could make a difference in people’s lives and leave an impact. Ultimately, this decision led him to life insurance, Nelson Nash, and the Infinite Banking Concept.

Wade is now a seasoned financial expert who is having more fun helping thousands of people take control of their financial lives with a profound commitment to…

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Kevin Barry

Founder and CEO of Integrity Network

Kevin Barry is the Founder and CEO of Integrity Network, which encompasses several businesses related to buying, renovating, and insuring real estate.

Since moving to Arizona in 2003 from Northern California, he has grown to love the Grand Canyon State and considers it his true home.

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David Zapata

My name is David Zapata. I am a financial educator in the life insurance industry and an Authorized Practitioner of the Infinite Banking Concept. My passion is empowering business owners and families to take permanent control of their money.

Every year, Americans earn uncommonly high incomes. But, most Americans don't save enough to achieve the freedom they want. I focus on revealing the truth about setting a proper financial foundation so more Americans can become the directors of their own movie.

I help my clients create effective savings strategies using whole life insurance. My ultimate goal is to provide confidence and certainty to my community's relationship with money.

I believe Americans need more efficient savings environments. This is the solution to protect and preserve the liquidity that Americans need to grow their families and businesses.

My work teaches the essential mindset, process, and product knowledge required to build a private banking system.

I am a husband and father. As a family, we use our private banking system to fund our vision of abundance and to create a legacy. I am proud of my positive impact on the families and businesses I serve. I am grateful for the opportunity to connect with you in the future.

Juan Godinez

Juan Godinez focuses his practice on estate planning and trusts and wills. The most enjoyable part of his work is helping his clients gain peace of mind by protecting their assets and ensuring their legacy is secured for generations to come. As an IBC practitioner, Juan especially enjoys assisting IBC plan holders create life insurance trusts to maximize the power of their IBC policies.

Prior to joining Copper Canyon Law, Juan served as a Judge Advocate General (JAG) for the United States Air Force. As a JAG, he drafted estate plans for military members as they prepared for deployment to areas of conflict. He also represented the United States in regulatory matters and litigated over 20 cases. Following his service as a JAG, Juan worked at a large law firm in Phoenix representing both large and small businesses in legal disputes. His unique legal experience has provided him with a deep understanding of legal processes, which he in turn uses to advise his clients.

Juan graduated magna cum laude from Brigham Young University, after which he attended law school at Northwestern University School of Law. While in law school, he worked as a judicial extern for the Honorable Ruben Castillo, United States District Court (Illinois), and interned at a large law firm in Phoenix for two summers.

Juan and his wife have four children. He enjoys staying in shape through weightlifting, hiking, wake-boarding, and snowboarding. He enjoys everything sports-related.

Kyle Fuller

Kyle Fuller started in life insurance in 2013, but was overcome by the power of Infinite Banking the following year and has been practicing IBC ever since.

Kyle was blessed with the heart of a teacher, which prompted him to share his knowledge of Infinite Banking with people who want to harness every dollar for its maximum potential and live with ultimate financial freedom.

Wade Borth

Chief Insurance Officer of Factum Financial

Growing up on a farm in North Dakota, it wasn't until personal tragedy struck Wade as a young boy that he found the value and importance in life insurance. He decided he wanted a career where he could make a difference in people's lives and leave an impact. Ultimately, this decision led him to life insurance, Nelson Nash, and the Infinite Banking Concept.

Wade is now a seasoned financial expert who is having more fun helping thousands of people take control of their financial lives with a profound commitment to long-term thinking. With an impressive track record spanning over three decades in the financial planning industry, he has been instrumental in guiding numerous clients towards their financial goals and fostering the growth of multi-generational wealth.

Wade’s approach is rooted in understanding, empathy, and action as he recognizes that each client's needs are unique. Whether he's crafting tailored insurance solutions or imparting invaluable insights to fellow agents, he prioritizes empathy, transparency, and honesty in every interaction.

Beyond serving his own clientele, Wade has a passion for training, mentoring, and coaching the next generation of agents. Recognizing the impact of a good mentor, he loves sharing his wealth of knowledge and expertise with aspiring agents, guiding them towards success in an industry where personal values are paramount. Wade enjoys working with people whether a client or agent who wants to reach their maximum potential so they can leave a lasting impact on their families and communities.

Kevin Barry

Founder and CEO of Integrity Network

Kevin Barry is the Founder and CEO of Integrity Network, which encompasses several businesses related to buying, renovating, and insuring real estate. Since moving to Arizona in 2003 from Northern California, he has grown to love the Grand Canyon State and considers it his true home.

He is an Army Combat Veteran, former Law Enforcement and presently leads multiple businesses that will gross over 5 million in revenue.

Kevin is happily married to his wife, Alexis for 13 years and has four children, Titus, Juan, Capri, and Clementine.

FAQ

Who should attend the Factum Wealth Seminar?

Whether you're just starting your wealth-building journey or looking to enhance your financial strategy, this seminar is designed for individuals of all financial backgrounds. From beginners to seasoned investors, anyone seeking to gain valuable insights into building a solid financial foundation is welcome to attend.

What can I expect to learn from this seminar?

Our expert speakers will guide you through essential topics, including developing a clear vision for your ideal life, implementing an effective savings strategy, identifying and addressing gaps in your wealth foundation, and learning real-life strategies for financial success.

Where will the Factum Wealth Live Event take place?

The Factum Wealth Live Event will be held at Hilton Scottsdale Resort & Villas, located at 6333 N Scottsdale Rd, United States, AZ, 85250. Please refer to the event details or contact our support team if you need further assistance with directions or additional information about the venue.

Are there any prerequisites or prior knowledge required?

No prior financial knowledge is required to attend this seminar. Our speakers will present the information in a clear and accessible manner, making it easy for both beginners and those with some financial background to understand and benefit from the insights shared.

How do I register for the seminar?

Registering for the Wealth Seminar is simple! Just fill out the registration form on our website with your name, email, phone number. Follow the prompts to complete your payment details, and you'll be all set to secure your spot at this exclusive event.

Is there a dress code for the seminar?

We recommend business casual attire for the seminar. Dress comfortably, but remember that this is a professional event where you'll be networking and learning valuable insights. Feel free to bring a notebook or electronic device to take notes, as you'll want to capture the wealth-building knowledge being shared.

If I am traveling from out of town where should I stay?

Factum has a discounted hotel link that can be accessed after event ticket purchase. Using the link will give you 20%off at the Hilton Scottsdale Resort and Villas.

Is the hotel stay included in the ticket cost?

No. But, Factum has a discounted hotel link that can be accessed after event ticket purchase. Using the link will give you 20%off at the Hilton Scottsdale Resort and Villas.

SPONSORS

Logo Blueprint Tax Partners
Logo Copper Canyon Law
Logo Cyberdogz Marketing
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