Wealth & Legacy Summit

Learn from experts who care about your financial success

 

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Gain instant access to 10 diverse Masterclass lessons.

 

We will teach you how to lay the foundation to build wealth at a fraction of the cost of most online courses.

What You Will Learn:

 

  • The Unspoken Secrets the Rich & Wealthy teach their Family about Building a Financial Legacy. 

  • How to bring up the topic of Money in a Romantic Relationship (Getting financially naked).

  • Curb Emotional Spending: Stop Buying Crap You Don’t like & Start Saving.

  • Invest in your Budget and Give your Finances a High-5.

  • How to Crush Debt and live your best life.

  • What First-time Homebuyers need to know to get Approved for a Mortgage. 

  • How to Test Drive your Favorite Stocks without Spending any Money.

  • How to Stand Out in a Competitive Marketplace and secure the Career of your Dreams.

  • How to Analyze Financial Statements and Identify the Best Stocks.

  • 10-Minute Options Trading: A Beginners Guide to Growth, Income & Market Crash Protection.

$5,000 worth of Masterclass Lessons..

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Gain instant access for one full year when you sign up.

Meet Our Host

Dr. Hans Boateng 

@theinvestingtutor

Dr. Hans will be sharing unspoken secrets the rich & wealthy teach their family about building a financial legacy.

Dr. Hans has impacted over 1 million lives through his investment education business. When he discovered the rich don't trade their time for money, it changed his life. After achieving incredible success as an investor, he now teaches how to build generational wealth. He holds a Doctorate and a Path of Distinction MBA degree from a top-ranked business school.

Broke Millennial

Erin Lowry 

@brokemillennialblog

Erin will be teaching you how to discuss the topic of money with your partner.

Erin is a two-time published author of the Broke Millennial book series with frequent appearances on CNBC, Yahoo Finance and CBS.  She has written for The New York Times, USA Today, Fast Company and Cosmopolitan Magazine. Erin spent most of her childhood living in Asia, but is now settled in New York City with her husband and their rambunctious dog.

Building Bread

Kevin L. Matthews II 

@buildingbread

Kevin will be teaching you how to test drive your favorite stocks without spending any money.

Kevin is ranked amongst the top 100 most influential financial advisors in the country. He is a bestselling author and former financial advisor that managed over $140 million in assets. As a Harvard Business School trained expert, he served as the Director of Consumer Information for New York City's Office of Financial Empowerment. He has been featured in The Wall Street Journal, The New York Times, Forbes and Black Enterprise.

Crush Your Money Goals

Bernadette Joy 

@bernadebtjoy

Bernadette will be teaching you how to crush debt in her Masterclass.

Bernadette had a six-figure salary, a fancy New York City apartment, and was doing everything she was told to do. Except, she was miserable. She became a nerd about living debt free while still having fun! She quit her corporate job, studied entrepreneurship globally and together with her husband aggressively paid off over $300,000 of debt. She has been featured in publications at CNBC, MarketWatch, Yahoo Finance, Acorns and NerdWallet.

Her First $100K

Tori Dunlap 

@herfirst100k

Tori will be teaching you how to curb emotional spending and save more money.

Tori is a nationally-recognized millennial money and career expert. After saving $100,000 at age 25, Tori quit her corporate job in marketing and founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. She's been featured on Good Morning America, the Today Show, the New York Times, New York Magazine, Forbes and CNBC.

Poised Finance Lifestyle

Sahirenys Pierce 

@poisedfinancelifestyle

Sahirenys will be teaching you how to invest in creating a budget.

Sahirenys is a millennial Latina mom from San Diego with a background in financial planning. Prior to becoming a stay-at-home mother and entrepreneur, she used to work for a top 5 financial firm. Her platform focuses on helping women balance their finances and lifestyle with poise. She graduated with a finance degree with a focus on Financial Planning.

CMS Mortgage Solutions 

Alexa Faithful

@alexa_get_me_a_mortage

Alexa will be teaching you how to get approved for a mortgage.

Alexa has a passion for helping people achieve the American dream of homeownership. Her career started out with a multibillion-dollar Retail Lender, and she now works as an Independent Broker. She consistently goes above and beyond for her clients to ensure they reach the closing table with the best experience possible.

Financial University

José Rafael Hernández 

@themillennialmoneymentor

José will be teaching you how to analyze financial statements of your favorite stocks.

José began his career with one of the top Investment Advisory firms in the country managing north of $20 million in assets. He decided to leave the firm after he was told not to create educational content on social media. He now specializes in teaching others everything he’s learned in the professional wealth management world, in much easier terms that anyone can apply.

RxAshlee

Dr. Ashlee Klevens Hayes 

@rxashlee

Dr. Ashlee will be teaching you how to standout in a competitive market and land the job of your dreams.

Dr. Ashlee focuses on teaching professionals how to articulate their value, stand out in a competitive marketplace, and thrive in their careers.  She runs women’s mastermind groups, online communities, and provides one-on-one coaching. She is an international keynote speaker, as well as the host of the Rx Buzz which has been ranked in the top 30 business podcasts on Apple iTunes.

Trader Travis

Travis Wilkerson 

@tradertravis

Travis will be sharing his 10-minute options investing strategy in his Masterclass.

Travis is a U.S. Army Veteran and 2019 United States Investing Champion (Options Division). He spends roughly 10-minutes a day managing his options portfolio and attributes his success to focusing on risk first and profits second. His passion project is mentoring traders, teaching them the same strategies he used to go from deep debt to financial freedom in only 5-years.

Gain instant access to ALL Masterclass lessons today..

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What Customers Are Saying

Rachelle Cherie

My family taught me to go to school and work hard so that I can get a great job and live well. However, financial literacy education is almost slim to none. The Wealth and Legacy Summit is exactly what it is, a wealth of information that will literally change your life if you put it into action. Dr. Hans put ten wonderful experts together that are phenomenal in each of their areas because there is no one way to build wealth. I’ve learned how to set up my accounts and budget better. Thanks to Dr. Hans and Kevin Matthews I am no longer intimidated by simply hearing the words stock or investments. There’s so much more to learn in the summit, like how to crush debt and how to get approved for a mortgage. This was one of the best investments I’ve made in myself and I look forward to learning more because my why is to create generational wealth for my family.

Prince Attrams

The best way to describe the Wealth and Legacy Summit is the equivalent of walking into a financial restaurant and ordering the entire menu at one fixed price. It is great to gain all of this knowledge which would have been otherwise purchased at individual prices.  The Summit also showcased other financial experts that I personally didn't know. In simple words, THANK YOU for this great opportunity. I’m 80% done with the Summit and it has already been a huge game-changer!!