Big Life Financial
Big Life Financial

October 24 - 25, Salt Lake City, UT

BUILD WEALTH YOUR WAY MASTERMIND 2024

Learn Impactful Tax & Wealth Strategies

If you’ve ever wanted to free yourself from the “Financial Shackles” of being a business owner, come join us for the One-of-a-Kind “Wealth Your Way” Mastermind!  This 2 day event is designed specifically for you as a business owner.

Derick Van Ness

Wealth Strategist | Investor | Life Adventurer

Rich Christensen

America's #1 Boot Strap Entrepreneur

Rob Williams

Expert in Mergers & Acquisitions | Creative Financing

Jhana Li

Genius at Maximizing Output from Business Teams

Justin Maxwell

Wealth & Tax Strategist | Owner-Investor

Brandon Allen

Transformational Leadership Coach

Justin Martin

Wealth Strategist

YOU'LL LEARN:

  • The exact playbook used by Private Equity to massively increase your cash flow AND maximize the value of your business.

  • How to automate a cashflow system that ensures you’ll “always get richer”.

  • The secret rules to building your business dream team.

  • How to massively reduce your taxes and turn those savings into cash flow.

  • The simple structure for turning your “high income” into Multi Generational Wealth.

Seating is limited so be sure to reserve your place before it’s too late and you miss out!

Oct 24 & 25, 2024

Salt Lake City, UT

Radisson Hotel, Salt Lake City, Utah

SPECIAL PRICE $697 (Thanks to our generous sponsors)

$1197 Early Bird Price Good Until Oct 11th!

Please Use This Link to Book Your Room:

BOOK HERE

A 2-day, intensive event tailored to give you the complete picture on tax planning, financial strategies, and wealth-building—all designed to work together for your success.

$1497
$697
$2994
$1294

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Testimonials

“The results of working with Big Life Financial have been outstanding and beyond our expectations!”

~John in New England

“Big Life Financial has been invaluable to me both professionally and personally!”

~Bill in New York

“Before I met BLF I wondered if I had enough for retirement, now that we’ve worked together that concern is gone!”

~Dr. Joe in Florida

The "Build Wealth Your Way Mastermind" is Tailor-Made for Business Owners Like You!

  • We've Served More Than 2000 Clients in the Last 5 Years

  • Join Other Successful Business Owners

  • Upgrade Your Financial Future in just 2 Days!

Meet the Speakers

Derick Van Ness

Wealth Strategist | Investor | Life Adventurer

Tax & Wealth Strategist for small business owners - specifically Shop Owners, Dentists, and Doctors - including tax incentives and rebates, basic and advanced tax strategies, wealth building models and portfolio reviews & structuring (through my advisor team), exit planning to maximize the sale of your business, legacy planning, and so much more! More specifically help business owners keep more of the money they make, teach you how to put it to work for you, while still having it be a liquid asset to be used along the way.

Rich Christiansen

Accomplished Entrepreneur | Inspirational Author | Mentor and Humanitarian

Rich Christiansen is a globally-recognized thought leader, educator, mentor, parallel entrepreneur, and humanitarian. He assists people in fearlessly facing their dragons, making peace with them, and navigating the intricate mazes of their lives. Rich has founded or co-founded 51 businesses, of which 16 have become multimillion-dollar successes. Each was capitalized with $10,000 or less. He has done business in 14 countries. Rich authored "The Zig Zag Principle" (McGraw Hill, 2011), a Wall Street Journal & USA Today national best-selling book, and co-authored "Bootstrap Business". Rich will release his latest book "Blind Sighted" in October 2024. Blind Sighted unfolds a journey of identity, faith, and healing, delving into the intriguing history of Rich’s blind attorney father with an eidetic memory, his artist mother, and Rich’s revelation, at age of 54, of being one of the first donor-conceived children. This book aspires to inspire others to confront their demons, leading them on a path of self-discovery and healing. As part of his son Tim’s 16-year-old rite of passage, he co-authored "Even If Your Toes Turn Purple".

Rob Williams

M&A Expert | Creative Financing | Fund Raising

With an extensive background in Mergers & Acquisitions, Creative Financing, Fund Raising, and Management Consulting, I bring unparalleled expertise to the table. I specialize in making businesses "investor ready" and "exit ready," ensuring they achieve maximum valuation growth. My career, spanning over 25 years, is marked by successful business transformations, strategic growth initiatives, and impactful leadership across diverse sectors. I am passionate about working closely with clients to help them achieve their personal goals as business owners, leveraging my deep understanding of capital markets to drive valuation growth.

Jhana Li

Operations Guru | Business Coach

Jhana first discovered operations while vanlifing her way through North and South America. Since then, she has been COO at two successful startups, consulted over fifty 7 - 8 figure businesses, and coached hundreds more. After seeing countless founders stall out and trap themselves without the proper operations, Jhana decided to start her own company, Spyglass Ops. Through operations consulting, recruitment, and training, Spyglass Ops empower founders to simultaneously scale their business while retaining their personal freedom.

Brandon Allen

Transformational Leadership Coach | Speaker

For over 25 years, I have been dedicated to helping leaders organize their work lives and transform their relationships by guiding them to see what they can’t see and accomplish what they once thought impossible. As the founder of New Work Revolution, I have coached more than 1,000 business owners and leaders, run operations for one of Utah’s fastest-growing companies that achieved Inc. 500 status, and helped an author reach New York Times Best Seller success. My approach is centered around the 4 Growth Maximizers of Every Business, where I unpack the difference between low leverage and high leverage work, reveal how business owners get stuck in low leverage activities that hinder growth, and introduce the four key factors that drive business expansion while providing more freedom.

Justin Maxwell

Tax & Wealth Strategist | Speaker | Investor

A published researcher and a highly sought-after keynote speaker who has captivated audiences on stages nationwide. With a track record of helping business owners save tens of millions of dollars, Justin’s mission is clear: to empower families with the permission and tools to create a lasting generational impact. He specializes in guiding business owners through a critical mindset shift—from being an owner-operator to becoming an owner-investor. Through this transformation, Justin helps clients unlock the full potential of their businesses, ensuring not just financial success but also a legacy of wealth that endures for generations.

Brecken Bunnell

Tax Filing Strategist | Payroll | Bookkeeping

Became frustrated towards the end as I spoke with a client that we estimated was going to owe over $100,000 in income taxes. When we told the client what we anticipated they were going to owe, they asked us how we were going to reduce the bill. We genuinely had no response or option for him other than, "Buy a new truck". This made me realize the accounting industry was broken fundamentally. It was focused on reactionary and compilation services that strictly handled reporting versus strategizing with clients on how to make an impact on their taxes.

Justin Martin

Wealth Advisor

Justin Martin is CEO and a Senior Wealth Advisor for Legacy Wealth Management, with his office based in the Salt Lake City area. Justin works with small business owners and doctors throughout the United States and is passionate about helping individuals prepare for a robust financial future. Justin completed his Master of Business Administration (MBA) at Texas A&M University and completed his undergraduate studies at Brigham Young University. Justin is FINRA series 65 licensed, has been working as a Wealth Advisor since 2006, and is currently a board member with the International Association of Registered Financial Consultants. He also works as an adjunct professor of microeconomics and loves studying financial systems. Justin and his wife Megan have four kids and love all things active and musical.

What You can
expect to learn

  • How to transition from “High Income Earner” to building sustainable wealth

  • How to legally cut your taxes half using tax strategies your CPA isn’t telling you about

  • Discover systems that will automatically, and safely, build wealth on auto pilot

  • The proven business formula for turning your huge ambitions into a reality

  • What it takes to build a business that runs by itself AND sells for maximum value

Meet the Speakers

Derick Van Ness

Wealth Strategist | Investor | Life Adventurer

Tax & Wealth Strategist for small business owners - specifically Shop Owners, Dentists, and Doctors - including tax incentives and rebates, basic and advanced tax strategies, wealth building models and portfolio reviews & structuring (through my advisor team), exit planning to maximize the sale of your business, legacy planning, and so much more! More specifically help business owners keep more of the money they make, teach you how to put it to work for you, while still having it be a liquid asset to be used along the way.

Rich Christensen

America's #1 Boot Strap Entrepreneur

Rich Christiansen is a globally-recognized thought leader, educator, mentor, parallel entrepreneur, and humanitarian. He assists people in fearlessly facing their dragons, making peace with them, and navigating the intricate mazes of their lives. Rich has founded or co-founded 51 businesses, of which 16 have become multimillion-dollar successes. Each was capitalized with $10,000 or less. He has done business in 14 countries. Rich authored "The Zig Zag Principle" (McGraw Hill, 2011), a Wall Street Journal & USA Today national best-selling book, and co-authored "Bootstrap Business". Rich will release his latest book "Blind Sighted" in October 2024. Blind Sighted unfolds a journey of identity, faith, and healing, delving into the intriguing history of Rich’s blind attorney father with an eidetic memory, his artist mother, and Rich’s revelation, at age of 54, of being one of the first donor-conceived children. This book aspires to inspire others to confront their demons, leading them on a path of self-discovery and healing. As part of his son Tim’s 16-year-old rite of passage, he co-authored "Even If Your Toes Turn Purple".

Rob Williams

Expert in Mergers & Acquisitions | Creative Financing | Fund Raising

With an extensive background in Mergers & Acquisitions, Creative Financing, Fund Raising, and Management Consulting, I bring unparalleled expertise to the table. I specialize in making businesses "investor ready" and "exit ready," ensuring they achieve maximum valuation growth. My career, spanning over 25 years, is marked by successful business transformations, strategic growth initiatives, and impactful leadership across diverse sectors. I am passionate about working closely with clients to help them achieve their personal goals as business owners, leveraging my deep understanding of capital markets to drive valuation growth.

Justin Maxwell

Wealth & Tax Strategist | Speaker | Owner-Investor

A published researcher and a highly sought-after keynote speaker who has captivated audiences on stages nationwide. With a track record of helping business owners save tens of millions of dollars, Justin’s mission is clear: to empower families with the permission and tools to create a lasting generational impact. He specializes in guiding business owners through a critical mindset shift—from being an owner-operator to becoming an owner-investor. Through this transformation, Justin helps clients unlock the full potential of their businesses, ensuring not just financial success but also a legacy of wealth that endures for generations.

Brandon Allen

Transformational Leadership Coach | Speaker

For over 25 years, I have been dedicated to helping leaders organize their work lives and transform their relationships by guiding them to see what they can’t see and accomplish what they once thought impossible. As the founder of New Work Revolution, I have coached more than 1,000 business owners and leaders, run operations for one of Utah’s fastest-growing companies that achieved Inc. 500 status, and helped an author reach New York Times Best Seller success. My approach is centered around the 4 Growth Maximizers of Every Business, where I unpack the difference between low leverage and high leverage work, reveal how business owners get stuck in low leverage activities that hinder growth, and introduce the four key factors that drive business expansion while providing more freedom.

Brecken Bunnell

Tax Accountant & Strategist | Owner & Founder of Navigator Business Systems

Became frustrated towards the end as I spoke with a client that we estimated was going to owe over $100,000 in income taxes. When we told the client what we anticipated they were going to owe, they asked us how we were going to reduce the bill. We genuinely had no response or option for him other than, "Buy a new truck". This made me realize the accounting industry was broken fundamentally. It was focused on reactionary and compilation services that strictly handled reporting versus strategizing with clients on how to make an impact on their taxes.

Jhana Li

Genius at Maximizing Output from Business Teams

Jhana first discovered operations while vanlifing her way through North and South America. Since then, she has been COO at two successful startups, consulted over fifty 7 - 8 figure businesses, and coached hundreds more. After seeing countless founders stall out and trap themselves without the proper operations, Jhana decided to start her own company, Spyglass Ops. Through operations consulting, recruitment, and training, Spyglass Ops empower founders to simultaneously scale their business while retaining their personal freedom.

Justin Martin

Wealth Advisor

Justin Martin is CEO and a Senior Wealth Advisor for Legacy Wealth Management, with his office based in the Salt Lake City area. Justin works with small business owners and doctors throughout the United States and is passionate about helping individuals prepare for a robust financial future. Justin completed his Master of Business Administration (MBA) at Texas A&M University and completed his undergraduate studies at Brigham Young University. Justin is FINRA series 65 licensed, has been working as a Wealth Advisor since 2006, and is currently a board member with the International Association of Registered Financial Consultants. He also works as an adjunct professor of microeconomics and loves studying financial systems. Justin and his wife Megan have four kids and love all things active and musical.

Why should you come to the wealth your way mastermind?

Let’s be real: you didn’t get where you are by doing things the typical way. You’ve put in the work—long days, late nights, and more sacrifices than most will ever know.

But in today’s world, hard work alone isn’t enough. Building a successful business is one thing; understanding how to maximize your wealth and protect your assets is another.

And that’s where most people get stuck.

You’ve probably already figured out that the mainstream approach to building wealth doesn’t cut it. You’re not interested in cookie-cutter strategies or generic advice—that’s why you became a business owner. You need something smarter, something designed for someone at your level.

Enter the Build Wealth Your Way Mastermind for Small Business Owners — a two day, intensive event built specifically for people like you.

This isn’t just another seminar.

It’s tailored to give you the complete picture on tax planning, financial strategies, and wealth-building—all designed to work together for your success.

Most financial professionals? They’re stuck in silos. They only focus on what they sell, whether it’s insurance, investments, or tax strategies.

But you?

You need a team that can see how all the complex pieces of your financial puzzle fit together. Because at your level, it’s not just about making money—it’s about building a legacy.

Our team has spent years mastering how to help business owners like you. We understand what it takes to maximize your business, your wealth, and your future.

Over the course of two days, we’ll walk you through how to build real wealth through your business and other assets, all while staying as tax-efficient and protected as possible. If you’re ready to stop guessing and start knowing how to take control of your financial future, this workshop is for you.

Join us for two days that will change the way you think about wealth—because you’ve worked hard to get here. Now it’s time to make sure it all works for you.

What You can expect to learn?

• How to transition from “High Income Earner” to building sustainable wealth

• How to legally cut your taxes in half using tax strategies your CPA isn’t telling you about

• Discover systems that will automatically, and safely, build wealth on auto pilot

• The proven business formula for turning your huge ambitions into a reality

• What it takes to build a business that runs by itself AND sells for maximum value