MEMBERSHIP TIERS

Wealth Academy has three membership tiers to allow every 101 Financial student the opportunity to join. View details on the benefits below.

Quickstart

Wealth Building Course

Introduction to Wealth Building is a five-part course with Alan Akina. This course includes roadmaps, step-by-step action plans, self assessments, and worksheets designed to guide your progress.

Unlimited Access to Online Training Courses

Access videos and course content through the Learn & Do Center 24/7. This includes all courses from 101 Advanced to 501 Financial.

101 Advanced: HELOCs, Mortgages, and Investing

101 Advanced is the ultimate 101 Student package. Take your 101 System to the next level by learning strategies for investing and paying off your mortgage.

201 Financial: Asset Protection

201 Financial includes two multi-part courses on asset protection. Learn about life insurance with insurance professional Barry Cunningham, as well as estate planning with attorney Jarrett Macanas.

301 Financial: Asset Accumulation

301 Financial is our most robust series, including six multi-part courses on asset accumulation. Learn about paper assets, entrepreneurship, and real estate investing from several industry professionals including business professor Jeff Stamp, PhD., and real estate investing expert John Schaub.

401 Financial: Taxes & Corporations

401 Financial includes two multi-part courses on taxes and business entities, including information on retirement accounts, tax terminology, setting up a business entity, and more.

501 Financial: Millionaire Mindset

501 Financial is all about mindset. Explore how to change your thinking with a four-part course from mindset coach Tom McCarthy.

Professional Life Insurance Review

Get a free life insurance review with professional Barry Cunningham. 

Free Self-Guided Estate Plan

Get a free will and trust through our online service, Estate Guru. This self-guided estate planning benefit uses software to walk you through the process one step at a time.

Discounted Services From Estate Planning Attorney

For more one-on-one support in creating your estate plan, take advantage of the exclusive discounts attorney Jarrett Macanas offers to Wealth Academy members.

Tax Preparation by CPA: Includes State & Federal – One Free Tax Return

Get one free tax return with our partner CPA, including state and federal filing.

Discounted Future Tax Returns with Our CPA

After your one free tax return, get exclusive discounts on future returns with our partner CPA.

Live Exclusive Webinars

Join our live webinars on topics ranging from real estate to business ownership and networking. Get access to webinar recordings. 

Initial Consultation and Setup with Wealth Academy Support Staff

When you first join Wealth Academy, our support staff will meet with you one-on-one to discuss your needs and goals, and to point you in the right direction with recommendations and referrals.

Ongoing Email and Phone Support

The Wealth Academy team will continue to support you along your wealth-building journey via phone and email to ensure your questions get answered.

Tertiary Access to Exclusive Wealth Academy Fix & Flip Investments

When Wealth Academy has exclusive fix & flip properties available for investment, Quickstart members will have third priority option to invest in the properties, only after Inner Circle members and Investors Club members have had the opportunity to accept or decline the investment.

Tertiary Access to New Build Real Estate Investment Projects

When Wealth Academy has exclusive new build properties available for investment, Quickstart members will have third priority option to invest in the properties, only after Inner Circle members and Investors Club members have had the opportunity to accept or decline the investment.

Investors Club

Everything in Quickstart

Investors Club members get all the benefits listed above in Quickstart.

LLC Setup Resources

Get unlimited access to resources within the Learn & Do Center designed to help you pursue your entrepreneurial dream, including the Wealth Academy How to Start a Business Workbook.

Bird Dog Investing Program

Earn substantial finder’s fees for finding real estate deals and bringing them to the Wealth Academy Team. If you find a real estate investment deal, fill in the evaluation form and submit it to the Wealth Academy. If your deal is chosen for investment, you earn a finder’s fee! Contact Wealth Academy for more details.

Cash-Flowing Real Estate Investing Opportunities

Our real estate investing partner, Done For You Real Estate, finds you vetted, cash-flowing real estate investment properties in profitable markets. This is one of our most popular partnerships! Done For You has helped many Wealth Academy members begin their real estate investing portfolios.

Tax Preparation by CPA: Includes Schedule C – One Free Tax Return

Get one free tax return with our partner CPA, including a Schedule C for self-employment tax. (Note: This also includes state and federal filing if you have not used your one free return within Quickstart. If you are upgrading from Quickstart and already used the free state and federal filing benefit, you will receive a free Schedule C and a discount for state and federal filing with our CPA.)

Discounts for Exclusive Wealth Academy University Events

Receive various discounts for University events hosted by the Wealth Academy.

50% Discount for Premium Events

Receive a 50% discount for all premium events hosted by the Wealth Academy, including seminars and workshops presented by world-class professionals.

Secondary Access to Exclusive Wealth Academy Fix & Flip Investments

When Wealth Academy has exclusive fix & flip properties available for investment, Investors Club members will have second priority option to invest in the properties, only after Inner Circle members have had the opportunity to accept or decline the investment.

Secondary Access to New Build Real Estate Investment Projects

When Wealth Academy has exclusive new build properties available for investment, Investors Club members will have second priority option to invest in the properties, only after Inner Circle members have had the opportunity to accept or decline the investment.

Inner Circle

Everything in Investors Club

Inner Circle members get all the benefits listed above in Investors Club and Quickstart.

Commercial Real Estate Investing Training and Opportunities

Get access to educational content and professional contact referrals for commercial real estate investing.

Tax Preparation by CPA: Includes Schedule D or E – One Free Tax Return

Get one free tax return with our partner CPA, including a Schedule D for capital gains OR a Schedule E for rental properties. (Note: This also includes state and federal filing and a Schedule C if you have not used your one free return within Quickstart and/or Investors Club. If you are upgrading from Quickstart or Investors Club and already used the free tax preparation benefit, you will receive a free Schedule D or E and a discount for state and federal filing with our CPA.)

Hard Money Lending Access

Wealth Academy can direct you to hard money lenders within our network.

Mastermind Group Access

Get access to our Mastermind Group for high-level networking and discussions on real estate investing and various business topics.

Free Access to Exclusive Wealth Academy University Events

Get in free to University events hosted by the Wealth Academy.

75% Discount for Premium Events

Receive a 75% discount for all premium events hosted by the Wealth Academy, including seminars and workshops presented by world-class professionals.

First Priority Access to Exclusive Wealth Academy Fix & Flip Investments

When Wealth Academy has exclusive fix & flip properties available for investment, Inner Circle members will have first priority option to invest in the properties before members within other tiers can opt-in.

First Priority Access to New Build Real Estate Investment Projects

When Wealth Academy has exclusive new build properties available for investment, Inner Circle members will have first priority option to invest in the properties before members within other tiers can opt-in.

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