Business Masterclass Webinar Registration Page

If you’re a business owner or real estate investor, chances are you’re working incredibly hard to earn money but too much of it is quietly leaking out through taxes, inefficient structures, and missed financial opportunities.

The reality is:
Most financial advice is designed for employees, not entrepreneurs.

This 2-hour virtual masterclass will show you how successful business owners structure their corporations, investments, and financial strategies to keep more of what they earn and build long-term wealth.

Along the way, we’ll also explore how certain financial tools, including properly structured high cash value life insurance and the Infinite Banking concept, can play a role in solving many of the planning challenges entrepreneurs face.

Our goal is simple:
To give business owners a clearer understanding of the strategies available to them so they can make more informed financial decisions.

Passive Income Challenges for Business Owners
Why passive income inside corporations is often heavily taxed and what business owners can do about it.
Strategic Financial Tools Entrepreneurs Use
Learn about the tools that can help solve planning challenges for business owners, including high cash value life insurance and the infinite banking concept.
Accessing Capital While Building Wealth
See how certain financial structures can provide liquidity while allowing assets to continue growing in the background.
Entrepreneurial Mindset & Network Growth
Learn why relationships, community, and surrounding yourself with the right people can play a major role in building long-term success and wealth.
Solving the Most Expensive Problems Business Owners Face
As entrepreneurs build successful businesses and accumulate wealth, a new set of financial challenges begins to appear.

We often refer to these as “First World Wealth Problems.”

Because the reality is: With wealth comes a new set of problems.

Problems most people will never experience but ones that can quietly cost families millions of dollars over time if they aren’t planned for properly.

During this training, we’ll explore solutions to challenges such as:

Estate tax burdens that erode generational wealth
Buy-sell agreements that are not properly funded
Asset protection strategies for entrepreneurs
Overpaying taxes today
Retirement planning challenges for business owners

These are the types of challenges that appear once a business becomes successful, and planning ahead can make an enormous difference in protecting what you’ve built.

Wealth Coach & Partner, Control & Compound Financial

Christina is a Senior Wealth Coach and Partner at Control & Compound, as well as co-host of the Control & Compound podcast. She specializes in helping incorporated business owners navigate tax and estate planning, while designing high cash value life insurance strategies that provide greater control, flexibility, and long-term financial security.

Known for her client-first approach, Christina simplifies complex planning strategies so business owners and professionals can confidently build, protect, and preserve their wealth.

Chartered Financial Accountant

Jim is a former Senior Tax Partner from Deloitte’s Atlantic practice and one of the firm’s leading experts in private company taxation. Over his 30-year career, he served high-net-worth clients nationwide and held several key leadership roles, including Managing Partner of Alberta’s Private Company Services and National Leader of Deloitte’s Private Company Tax practice—the largest of its kind in Canada. Now in retirement, Jim continues to advise private companies and affluent families on advanced tax and estate strategies, with a special focus on life insurance planning.

Business owners
Real estate investors
Incorporated professionals
Entrepreneurs earning $200K+ annually
People focused on building generational wealth

Part 1 — Corporate Dollars Breakdown

Darren will walk through how successful entrepreneurs structure money inside their corporations, why passive income can become a tax problem, and how business owners can think differently about long-term wealth building.

Part 2 — Solving the Biggest Financial Risks

Jim and Christina will cover the major planning challenges successful entrepreneurs face, including estate tax, liquidity, asset protection, cash extraction, buy-sell funding, and retirement planning.

Part 3 — Entrepreneur Mindset & Network Growth

Giovanni will speak to the role mindset, relationships, and intentional community play in building meaningful success. Because long-term wealth is not only built through financial strategy — it is also shaped by the people you learn from, partner with, and grow alongside.

Live Q&A

Ask questions directly to the speakers.

Most financial advice focuses on how to earn income. This masterclass focuses on how entrepreneurs structure wealth.

You’ll leave with:

A clearer understanding of how successful business owners structure corporate dollars
Strategies to reduce taxes and build long-term wealth
Insight into financial tools many entrepreneurs are never shown
A better understanding of how different strategies — including insurance — fit into a comprehensive wealth plan
Perspective on how mindset, relationships, and community support long-term success
A framework for taking greater control of your financial future