BUILD THE WEALTH YOUR BUSINESS WAS SUPPOSED TO CREATE.
A free IN-PERSON 2-hour live workshop with Yvette Spillman, Fiduciary Advisor & CEO of NRI. For entrepreneurs done leaving money on the table.
- The 3 tax-reduction frameworks high earners use to legally keep more
- How to build passive income outside your business — starting now
- A business-structure audit to find what's quietly exposing your assets
- What a real retirement plan looks like for an owner (not an employee)
- Honest 1:1 Q&A with a licensed fiduciary — kept to 40 seats
RESERVE YOUR FREE SEAT
Saturday, August 22, 2026
10:00 AM – 12:00 PM PT
Homewood Suites Carlsbad
2223 Palomar Airport Road, Carlsbad, CA
No replays · In-person only
CEO & Lead Fiduciary Advisor — National Retirement Institute
Most entrepreneurs earn well.
Few build lasting wealth.
The gap isn't income. It's structure. It's knowing how to legally keep more, how to build assets outside your business, and how to ensure that what you've earned doesn't quietly disappear to taxes or poor planning.
"I'm generating revenue — but I don't know where it's all going."
"I know I'm paying too much in taxes. I just don't know the legal way out."
"My accountant files returns. Nobody is actually building my future."
"I have no clear picture of what retirement looks like for me as a business owner."
"I've been meaning to sort my financial structure for years now. It never happens."
In 2 Hours, You'll Walk Out With:
Tax Reduction Blueprint
The legal frameworks high-earning business owners use to keep significantly more of every dollar they generate.
Passive Wealth Roadmap
A clear picture of how to build income that flows whether you're working or not — and how to start structuring it now.
Business Structure Audit
Understand if your current setup is protecting your assets or quietly leaving them exposed.
Retirement Clarity Framework
What a real, functional retirement plan looks like for a business owner — not a salaried employee.
Asset Protection Overview
The gaps most entrepreneurs don't find until it's too late, and how NRI's approach closes them.
A Path Forward
An honest introduction to NRI's Passive Wealth Development System and what a long-term plan with a fiduciary can look like.
What Happens Inside the LIVE In-Person Workshop
Hour One — The Wealth Gap
Why most successful entrepreneurs are financially behind despite strong revenue. We map the 3 structural gaps costing you the most and show what a corrected financial picture actually looks like.
Hour Two — Tax Architecture Live Session
An interactive breakdown of how NRI legally structures tax reduction for business owners. Real frameworks applied to real-world scenarios — not theory. You'll leave knowing exactly what your current accountant isn't telling you.
Capped at 40 attendees for genuine Q&A and direct access to Yvette.
This LIVE In-Person Workshop Was Built For You If…
The Revenue–Wealth Gap
You own or run a business and feel like the revenue is there — but the wealth isn't building the way it should.
The Overtaxed Earner
You're an executive or high earner who suspects you're overpaying taxes every year and hasn't had a clear answer on how to change it.
The Structure Procrastinator
You've been putting off your financial structure because no one has made it simple enough to act on.
The Honest Researcher
You want to understand your options without being sold to. You're looking for an honest conversation about where you actually stand.
This is not a sales seminar. It is a 40-seat educational workshop run by a licensed fiduciary.
AUGUST 22, 2026
One date. One location. Reserve your free seat and we'll send confirmation, parking details, and a calendar invite.
Limited Seats. One Date. One Opportunity. LIVE 2-Hour In-Person Workshop.
This isn't a webinar with unlimited spots. When the chairs are filled, registration closes — no waitlist, no virtual option.
What You're Probably Wondering
Yes. The Sonic Boom Workshop is a completely free live educational event. There is nothing to purchase and nothing additional to pay at or after the event.