

Includes:
Attendee access to the full virtual event
Live Q&A (GA questions answered after VIP)
Worksheets & event resources
Action steps to start your BYOB Blueprint immediately
Best for:
Those who want the training and guidance but don’t need recordings or priority access.

Includes Everything in GA PLUS:
VIP Attendee access
Priority Q&A - VIP questions answered first
Full Event Recordings 🎥 (VIP-Only) - watch anytime, which will be Sold separately for $50 after the event
2 Exclusive VIP Bonus Sessions:
Session 1: Family Banking Constitution - The same plan the Rockefeller Family uses!
Session 2: From Zero to Funded: Advanced Private Money Strategies for Today’s Investor!
🎁Special Digital Gift Package we'll reveal during the bonus sessions!!
Best for:
Those who recognize the quiet shift happening among long-term wealth builders and choose not to sit it out.

Thursday, March 26th
Friday, March 27th
Saturday, March 28th
Thursday, 10 AM - 4 PM (EST)
Friday, 10 AM - 4 PM (EST)
Saturday, 10 AM - 4 PM (EST)
100% Virtual — join from anywhere
See Ticket Details Below
You’re losing money to interest payments that could be compounding for you
Inflation is eating away at your savings faster than you can earn it
Market swings keep you guessing about your financial future
You’ve been told “this is just how it works” — but it’s not
This 3-Day Virtual Training is your chance to flip the script — and put yourself back in control now, not “someday.”
Do you feel like no matter how much you earn, you’re still playing catch-up?
Are you tired of watching the banks get richer while you take all the risk?
Have you delayed taking action because you think you’ll “figure it out later”?
Recapture the money you’re losing to banks and lenders
Create uninterrupted cash flow, you control 100%
Protect your wealth from taxes, inflation, and market crashes
If you’ve been telling yourself you’ll deal with your finances “soon,” this is your soon.
Confused about where your money really goes
Paying interest to banks instead of yourself
Feeling like you’re running in place financially
No clear plan to grow and protect your wealth
Crystal-clear money management system you can start using immediately
Confidence to use Infinite Banking to grow wealth tax-free
You keep more of your own money — and make it work harder for you
A financial plan that gives you peace of mind for decades



Stephen Nagy is known for taking complex wealth strategies and translating them into simple, actionable steps anyone can follow. As a core educator in the BYOB ecosystem, he helps thousands of families understand money flow, policy structure, and how to become their own bank with clarity and confidence.
• Identify where your money is leaking through cash, savings, debt, equity, and retirement and how to redirect it without earning more or taking more risk.
• Learn how different “types of money” work together to accelerate goals using IBC, SDIRAs, and strategic leverage.
Craig Yenni is the numbers architect behind many of the BYOB Money Multiplier and PMC case studies, specializing in high-level policy design, cash-flow modeling and analysis, and a real-world financial engineer. His superpower is turning spreadsheets into stories, making even the most complicated IBC scenarios easy to understand and apply.
• Learn how to model, stress-test, and visualize financial strategies before deploying real capital.
• Use The Vault as a financial GPS to align policies, debt payoff, and opportunity funding.
Noah Harris teaches the proven, disciplined system that transforms everyday people into consistent, confident private lenders. Through credibility building, safe underwriting, and professional communication, he equips investors with the skills to fund deals, attract capital, and create long-term lending relationships.
1st Topic:
• Reframe how money actually works using modern cashflow thinking — shifting from “earn & hope” to intentional control of money flow.
• Break down why traditional advice fails and how entrepreneurs use structure, liquidity, and leverage to create stability first.
• Clarify how cashflow, liquidity, and control work together before adding tools.
2nd Topic:
• Learn the professional framework behind safe underwriting, credibility, and deal execution.
• Understand how borrowers and lenders operate like pros — even on their first deal.



Christy Duckett Harris is a seasoned real estate investor specializing in mobile and manufactured home strategies, teaching investors how to generate strong, reliable cash flow with overlooked asset classes. Her expertise helps new and experienced investors build confidence, find opportunity, and take practical action in the affordable housing space.
• Learn why manufactured housing solves affordability while producing strong cashflow.
• Understand how to invest, lend, or structure deals in this overlooked niche.
Kevin Shortle is a nationally recognized expert in real estate notes and alternative investment strategies, with decades of experience helping investors understand how money truly moves in the secondary market. He’s known for blending deep technical knowledge with clear, engaging teaching that empowers people to diversify their portfolios beyond traditional real estate.
• Discover how owning the debt (not the property) creates passive income and security.
• Learn why notes work across market cycles with built-in downside protection.
Brent Carlson is the CEO of Corporate Capital, specializing in asset protection, entity creation, corporate structuring, and tax-efficient business planning. He helps entrepreneurs safeguard their wealth, reduce liability, and build the right legal framework to support long-term financial growth.
• Learn how to protect what you’re building before scaling investments or raising capital.
• Understand entity structure, liability separation, and foundational asset protection.
VIP Session: The Tools to Implement the Family Constitution
• Learn the legal and structural tools required to protect and operationalize your family’s plan.
• Understand how entities, trusts, and documentation turn vision into enforceable reality.



Marius Nesterenko is part of the Advanced Markets team alongside Craig Yenni, where he helps individuals use the Infinite Banking Concept to eliminate debt, build wealth, and break free from traditional lenders. With a relatable, real-world approach shaped by his own experience using IBC, Marius makes complex financial strategies simple, practical, and achievable for everyday families.
• Learn how to model, stress-test, and visualize financial strategies before deploying real capital.
• Use The Vault as a financial GPS to align policies, debt payoff, and opportunity funding.
Michael Poggi is a 30-year real estate and investing veteran who helps investors move capital out of Wall Street and into low-cost, high-growth vacant land in emerging markets. He specializes in a done-for-you land strategy that allows investors to use cash, IRAs, or 401(k)s to build passive wealth without tenants, debt, or management headaches.
• Learn how land and resort development create alternative income streams.
• Understand how investors participate without traditional property headaches.
Brian Fouts is a financial educator, entrepreneur, and certified Infinite Banking Practitioner who rebuilt his wealth after losing over $500,000 by using real estate, private lending, and the Infinite Banking Concept. Through The Money Multiplier, he now helps thousands build personal banking systems and regain financial control using high–cash value, tax-advantaged strategies.
• How to fund a policy and options.
• Dump in and how they impact the policy.
• 4 main IBC avatars - Debt eliminator, legacy creator, investor, the saver/banker.
Stefan Astheimer is an accomplished senior leader with a history as a financial firm builder, revenue driver, and operating executive who works with people, systems, and processes to help optimize the delivery of services across the client journey. He has approximately 20 years of experience in wealth management including having served as COO of a Top 100 RIA (Financial Advisor Magazine 2021) and CRO of one of Investment News Fastest Growing Fee-Only RIAs in 2023. Astheimer earned his BS in Applied Mathematics from Yale University and has been interviewed by publications including the Wall Street Journal and Bloomberg. He has served on numerous non-profit boards and received a Rochester 40 Under 40 Award.
• Learn the difference between DIY financial control and guided implementation through a fiduciary-based RIA.
• Understand when it makes sense to self-manage versus when professional oversight can simplify execution and reduce costly mistakes.


Tess (Teresa) Hulack is a mission-driven educator, insurance professional, and author of Courage to Change, focused on helping individuals and families take control of their financial future. With 30+ years of insurance experience and training in Infinite Banking through the Nelson Nash Institute, she works with Chris Naugle and the BYOB team to teach financial independence and legacy building, guided by a lifelong commitment to education, service, and resilience.
• What ultimately changed her mind and how her insider knowledge completely reframed her perspective.
Hannah Kesler is a second-generation advocate of the Infinite Banking Concept and The Money Multiplier Method who travels the country teaching people how to take control of their money, reclaim their time, and build generational wealth. She has been implementing these strategies since age 18, entered real estate at 20, and has shared her work at venues such as the New York City Bar Association, the New York Academy of Medicine, and on the NASDAQ Jumbotron. When she’s not on stage or mentoring, Hannah embraces a freedom-driven lifestyle based in Daytona Beach, Florida—proving that intentional financial systems can support a life lived on your own terms.
• Understand the psychological and mechanical shift required to stop outsourcing financial control and start acting as your own bank.
• Learn how disciplined saving, liquidity, and structure create confidence and long-term financial optionality.
Brandon Beckinghausen serves as Chief Compliance Officer for The Money School, Private Money Club, and PMC Wealth, and as President of PMC Wealth, with 15 years of experience in banking and lending. He works closely with executive leadership to ensure compliant, well-structured operations that support long-term growth, and plays a key role in developing PMC Wealth’s secure, cash-focused advisory solutions designed to give clients greater financial control.
• Learn the difference between DIY financial control and guided implementation through a fiduciary-based RIA.
• Understand when it makes sense to self-manage versus when professional oversight can simplify execution and reduce costly mistakes.
Jason Sipple is a passionate advocate for financial empowerment, committed to helping individuals and families achieve true financial freedom. After leading a $25 million recruitment division and experiencing firsthand that high income doesn’t always equal financial peace, Jason dedicated himself to mastering and teaching practical financial principles that create security, freedom, and more time with family.
• Learn how wealthy families align money, values, and decision-making across generations.
• Begin designing a Family Constitution that turns money into a tool for unity, legacy, and long-term vision.
Joe Kocavic “HELOC Joe” is a retired railroader, seasoned real estate investor, and licensed Money Mentor who specializes in HELOCs and velocity banking strategies. An investor through and through, he’s recycled and paid off his home HELOC four times, using those funds to invest, while helping others keep their principal, put their interest to work for them, and create lasting financial control.
• Understand how cashflow timing and structure can reduce interest costs and accelerate progress.
• Learn when Velocity Banking complements IBC, and when it doesn’t.
Born and raised in Alaska, Brianna overcame a challenging start—moving out at 14 and spending years chasing financial freedom through multiple businesses. Everything changed when she discovered Infinite Banking. Within 8 months, she was debt-free without increasing her income. She rose to Executive Director of a multi-million dollar firm, then Director of Sales, helping clients across the U.S., Canada, and Puerto Rico teaching IBC and other wealth building tools. Since early 2025, she’s also implemented the HELOC strategy to accelerate wealth building—and now teaches others how to take back control using the same tools that
• Understand how cashflow timing and structure can reduce interest costs and accelerate progress.
• Learn when Velocity Banking complements IBC, and when it doesn’t.
• Understand how cashflow timing and structure can reduce interest costs and accelerate progress.
• Learn when Velocity Banking complements IBC, and when it doesn’t.

Born and raised in San Francisco’s Bay Area, Harrison George developed a deep understanding of the ever-changing real estate landscape in one of the nation's most dynamic regions. After completing his education in the great state of Colorado, Harrison embarked on a career journey that led him to Idaho in 2018 where he expanded his licensure to operate in 45 states.
Harrison’s unwavering dedication to helping individuals achieve their dreams of homeownership and real estate investing has, to date, helped him guide over 500 homeowners through their homebuying or refinance journeys. Through this work and a commitment to the financial success of his clients, Harrison is now widely regarded as an expert and top producer in the industry.
Harrison brings an edge to the world of home financing, specializing in innovative, unique products like the All-in-One Loan, HomeFundit Downpayment Assistance, and more.
Harrison’s approach to home loans goes far beyond products and transactions, though. The Harrison George Team recognizes that closing on time should be a given, but that the relationships you build throughout the process are what sets you apart. Harrison & the Team foster friendships with clients that extend well beyond closing day. (edited)
• Understand how cashflow timing and structure can reduce interest costs and accelerate progress.
• Learn when Velocity Banking complements IBC, and when it doesn’t.
Greg Conley is an experienced mortgage lender located in Meridian, ID that specializes in all new purchase and refinance needs.
• Understand how cashflow timing and structure can reduce interest costs and accelerate progress.
• Learn when Velocity Banking complements IBC, and when it doesn’t.
Mike is a real estate investor with a true passion for the business. With over a decade of experience, Mike is an expert in turn-key rental property acquisition, real estate investments and flips, redevelopments, short sales and loss mitigation, and high- performing rental property investments. Mike is also an expert in customer relationship building and goes above and beyond to ensure the satisfaction of everyone involved in the process.
• Learn where turnkey rentals fit within a broader wealth strategy and why professionally managed properties reduce friction for busy investors.
• See how fully renovated properties with tenants and management already in place allow investors to focus on cashflow and long-term ownership, not day-to-day operations.
Todd Billings is CEO and President of USDV Capital, a Miami-based FinTech real estate investment firm providing institutional-quality access to investors. With over 30 years in finance and 15+ years in real estate, he has led more than $1.3 billion in real estate and mortgage investments. A former Wall Street trader and wealth advisor at firms including Merrill Lynch, UBS, and Bank of America Private Bank, Todd is passionate about expanding financial literacy and access to institutional-grade investment strategies.
• Positioning and structuring deals to secure bigger funding commitments.
• Building credibility and repeatable processes to attract serious investors.
Money Foundations - everything you need to get your mind, path and blueprint setup for success!
Velocity Banking practices - how you can pay down your mortgage in as little as a few years instead of 30 years just by changing how the money flows!
How to access untapped money in your home to accelerate your wealth growth
How to maximize your own money like a bank, from your laptop
Wealth Protection Strategies – Safeguard assets from economic uncertainty
Cash Flow Acceleration – Multiply your money without high-risk investments
Debt Conversion Strategies – Turn debts into assets and escape the cycle
Real-Life Case Studies – See how others are using these strategies today
This 3-day training will give you the clarity, confidence, and control you’ve been looking for — without traveling anywhere.
Our zoom account has a limited number of seats and once they are sold we'll close the doors on this event!
Get your ticket today before they sell out!
All you need is an internet connection… a desire to build wealth in a non-traditional way (like the Rockefeller and other wealthy families do) and the decision to start now.