Welcome to the Wealth and Wisdom Event in San Diego!

Imagine a future where financial worries are a thing of the past...

Envision a life where market volatility no longer keeps you up at night. On Thursday, August 15 in San Diego, that future becomes your reality.

Join us at the "Wealth and Wisdom" event, where financial transformation meets life-changing strategies. Learn from Kris Miller, a Legacy Wealth Strategist with an unparalleled 34-year track record. Kris has guided over 6,000 families to financial security—without a single client losing a dime to market risk.

This isn't just another financial seminar. It's your gateway to a revolution in wealth management and a vibrant community of like-minded individuals.

August 15

REGISTRATION

3 PM - "Create Income You Will Never Outlive" Discover how to build an unshakeable financial future.

5-7 PM - C-Suite Executive Networking Mixer -

Plus, don't miss a chance to connect with other attendees, share insights, and build relationships that can support your financial journey.

join

VENUE

Place

San Diego Wealth & Wisdom Mixer

Date: Thursday, August 15

Venue: Understory Bar

12841 El Camino Real, Suite 209-210

San Diego, CA 92130

Meet The Speakers

Kris Miller, Legacy Wealth Strategist, Speaker & Safe Money Coach

Kris is a leading expert in safe money strategies, She has helped over 6,000 families and businesses avoid financial disasters by strategically planning for their futures.

Over the last 33 years, not one of her clients has lost a dime in any market risk. Kris has personally generated several million dollars in her own business, Trusts Unlimited, and was nominated for Woman of the Year by the Hemet Chamber of Commerce.

She is the #1 Bestselling author of "Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future," - a guide to financial freedom, second chances, and how to create income you’ll never outlive.

Exper i ence

Meet The Speakers

Tricia Benn, CEO C-Suite Network™

As the current CEO at C-Suite Network, Tricia Benn brings a wealth of experience gained through a distinguished career spanning three enterprise-sized organizations.

Key Highlights of Tricia's Career:   - Global CMO in a $3 billion holding company of agencies - Strategic leadership across a $3 billion company - Senior Director, Executive Team in a $28 billion media and communications company - Successfully built a $20 million Insights & Thought Leadership practice

  • Global CMO in a $3 billion holding company

  • Senior Director, Executive Team in a $28 billion media and communications company

  • Successfully built a $20 million Insights & Thought Leadership practice

Exper i ence

Di scover

What You'll Gain By Joining

  1. High Caliber Connections

  2. Discover New Partnerships

  3. Develop Lasting Relationships

  4. Create New Business

  5. Connect With Like-Minded Peers

***** SPECIAL EVENT- MAY 15 *****

The CEO Convergence is a unique gathering of Fractional C-Suite leaders, including CFOs, COOs, CMOs, CHROs, CIOs, AI Data Demystification, EOS, and business strategists. The primary goal of this event is to empower CEOs with the knowledge and tools they need to build their businesses and prepare for a potential sale or exit.

The CEO Convergence is not just an event but a powerful platform for CEOs to learn, connect, and prepare for the future of their businesses. It’s a unique opportunity to tap into the collective wisdom of experienced Fractional C-Suite leaders and gain insights that can propel their businesses to new heights.

Here’s what participants can expect:

  • Knowledge Sharing: Fractional C-Suite leaders will share their expertise and insights on various aspects of business growth and development. This could include financial management, operations, marketing strategies, human resources, information technology, and more.

  • Information Gifts: CEOs and other attendees will receive valuable information gifts. These could be actionable strategies, innovative ideas, or proven business models that have led to success in the past.


  • Networking Opportunities: CEOs will have the opportunity to connect with Fractional C-Suite leaders and other CEOs. This can lead to potential collaborations, partnerships, or mentorship opportunities.


  • Preparation for Sale or Exit: The convergence will also focus on preparing businesses for sale or exit. This could involve discussions on business valuation, finding potential buyers, negotiation strategies, and ensuring a smooth transition.

Join the C-Suite Network™: Accelerating Executive Success

Forge meaningful connections with fellow C-level executives, entrepreneurs, and industry influencers. Our exclusive events and digital platforms provide unparalleled networking prospects that can redefine your professional trajectory.

Join the C-Suite Network™ and experience the power of an elite community dedicated to advancing your career, enriching your knowledge, and expanding your network. Elevate your executive journey with us.

Exper i ence

Book Author Signings

Talbot A. Stark

David Munson Jr.

Regi ster

Who Should Attend?

At our business networking event, we're all about bringing together a dynamic community of professionals who share a common goal: to foster growth, collaboration, and success.

This event is tailor-made for: CEOs, business owners and senior business leaders.

Whether you helm a startup or a multinational corporation, our networking event offers you a platform to connect with peers, exchange visionary insights, and explore potential partnerships that drive your company's future.

Author Book Signings

Event Sponsors:

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