Build Your Plan
B
in 2 Days
Residency, Banking, Asset Protection, and Investing — Made Practical!
Leave Las Vegas with a clear, legal roadmap for building international optionality and avoiding costly mistakes.
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Identify realistic residency and citizenship paths
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Understand offshore banking and cross-border money movement
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Avoid legal, tax, and real estate traps abroad
• Limited seating • Price increases every Sunday at midnight
• One ticket grants admission for one person for the full duration of the event.
WHO THIS EVENT IS FOR
This event is for you if:
- You’re considering moving abroad in the next 6–24 months
- You want a legal, realistic Plan B
- You’re exploring residency, banking, investing, or life abroad
This event is not for you if:
- You’re looking for shortcuts or loopholes
- You want zero paperwork or planning
INSIDE THE PLAN B SUMMIT
What You’ll Cover Over Two Days
Two days of practical sessions covering residency, banking, asset protection, investing, and the realities of building a life abroad. Agenda subject to change
Saturday, March 7
Welcome and Orientation
What you’ll get this weekend, how to use the sessions, and how to get answers fast.
Asset Protection for a Dangerous World
The core legal building blocks that help protect assets and reduce cross-border headaches before you move money or buy overseas. — Joel Nagel
Buying Property Overseas: The 10 Questions Smart Buyers Ask First
A practical due-diligence framework to help you avoid the most common (and expensive) mistakes in international real estate. — Michael K. Cobb
Health Coverage as Your Expat Safety Net
Why international health insurance matters when living abroad. — Joe Cronin
Break
A Real Asset Strategy: Teak, Tangible Investing, and Residency Pathways
How a tangible-asset approach can fit into a Plan B, including the practical realities of ownership, timelines, and residencylinked planning. — Ryan L. Palmer
Lunch*
Gold and Silver: Protecting Wealth in an Unstable Economy
How experienced investors think about precious metals as part of a broader diversification plan, and what most people misunderstand. — Rich Checkan
Reinvention Abroad: Identity, Healing, and Building a New Chapter
A candid look at what changes (and what doesn’t) when you rebuild your life abroad—purpose, community, and reality beyond the “vacation effect.” — John H. Davis
Break
International Structures and Global Banking Reality Check
The practical role of corporate structures and international banking in a real Plan B, and how to think clearly about risk and compliance. — Peter Zipper
Offshore Banking: How It Works, What to Expect, What to Avoid
What offshore banking can and cannot do, how to qualify, and how to avoid friction and unrealistic expectations. — Luigi Wewege
Plan B Panel — Live Q&A and Case Scenarios
Bring your situation. We’ll pressure-test options in real time: residency, banking, investing, asset protection, and relocation sequencing.
Sunday, March 8
Welcome Back and Day 2 Setup
Two Americas: Geopolitics and the Case for Optionality
Americas: Geopolitics and the Case for Optionality. What shifting dynamics in the Americas mean for individuals and families building a Plan B—and how to think beyond headlines. — John F. Maisto
The Best Second Residency and Citizenship Programs in the World
How to evaluate residency/citizenship paths, common pitfalls, and what to do first so you don’t waste months (or years). — Joel Nagel
Tax Issues Living Abroad
Planning considerations for a financially portable life. — Tony Field
Moving Money Internationally: FX, Transfers, and Hidden Costs
How to move money across borders more efficiently, avoid unnecessary fees, and reduce friction when dealing with multiple currencies. — MoneyCorp
Break
Tax and Residency Q&A — Live Hot Seat
Ask your toughest questions. We’ll cover practical scenarios and the order-of-operations that keeps you compliant and sane.
Lunch*
The Expat Learning Curve: Real Lessons From 11 Years Abroad
What actually changes when you live abroad (systems, lifestyle, tradeoffs), and what you should decide before you choose a country. — Dan Wilhelm
Building a Life Abroad: Culture, Community, and the Real Transition
How to navigate identity, belonging, and daily life logistics when you’re not just visiting—you’re relocating. — Isha Sesay
Beyond Borders: The Expat Lifestyle and Cultural Shifts
How to set expectations, avoid “honeymoon bias,” and build a life abroad that still works when it’s no longer new. — Mike Cobb
Break
Raising a Family Abroad: The Belize Reality Check
Education, community, and the everyday decisions that matter when you’re building roots abroad. — Alyssa Esquivel
Family Plan B: Moving Abroad With Kids (What No One Tells You)
The practical family-side considerations—schooling, routines, healthcare, and building stability while living internationally. — Ryan L. Palmer
Expat Panel — What We Wish We Knew Before We Moved
Rapid-fire, honest answers on cost of living, safety, healthcare, community, culture shock, and “would you do it again?”
* Ticket price includes admission to the full event and includes light snacks and refreshments during the morning and afternoon breaks. Breakfast, lunch, dinner are not included with the ticket price. Each day will have a minimum of a 1 hour break for lunch. There are many close by restaurants for lunch.
WHO YOU WILL LEARN FROM
Practitioners and expats working directly in international planning — not theorists.
Joel Nagel
International Asset Protection Attorney
Asset Protection
Fundamentals for
a Plan B.
Legal structures to protect assets before international movement
or investment.
Michael K. Cobb
International Real Estate Advisor
Buying Property Overseas:
The 10
Questions Smart Buyers Ask First.
How to avoid the most common overseas
property mistakes.
Luigi Wewege
Presdient of Caye International Bank
Offshore Banking: How It
Works,
What to Expect, What to Avoid.
Realistic offshore banking expectations in
today’s
environment.
Ryan L. Palmer
Founder and Operations Manager, Teak Craft Solutions
A Real Asset Strategy:
Teak,
Tangible Investing, and Residency Pathways.
How tangible assets fit into
long-term
international planning.
Rich Checkan
President & COO, Asset Strategies International
Gold and Silver:
Protecting Wealth
in an Unstable Economy.
Using precious metals within a diversified strategy.
John H. Davis
Author and Co-Founder of Veterans in Paradise
Reinvention Abroad:
Identity,
Healing, and Building a New Chapter.
What rebuilding life abroad actually
looks like.
Peter Zipper
International Business & Banking Advisor
International Structures
and
Global Banking Reality Check.
Compliance, structures, and real-world banking
limits.
John F. Maisto
Former U.S. Ambassador
Two Americas: Geopolitics
and the
Case for Optionality.
Understanding geopolitical risk and optionality.
Tony Field, Glazer Financial
International Financial Planning Firm
Tony Field is a tax preparer with 10 years of experience in public accounting with a specialized area of practice in pass-through entity and corporate tax returns and tax planning. Tony also assists in accounting for client entities. He earned his Master’s Degree in Taxation from the University of North Texas.
Kelly Cutchin
Global Payments & FX Specialists
Moving Money
Internationally.
Reducing costs and friction when transferring money globally.
Dan Wilhelm
Expat and International Consultant
The Expat Learning
Curve.
Lessons
learned from long-term life abroad.
Isha Sesay
Editor-in-Chief, Escape Artist
Building a Life
Abroad.
Culture,
community, and the real transition.
Alyssa Esquivel
Expat Parent, Belize
Raising a Family
Abroad.
The
realities of education, healthcare, and community overseas.
Joe Cronin
President, International Citizens Insurance
Health Coverage as Your Expat Safety Net
Why international health insurance matters when living abroad.
Last Year’s Summit
WHAT PAST ATTENDEES SAY
“Clear, grounded, and genuinely useful.”
— Michael R., California
“No hype. Just reality.”
— Sandra L., Texas
“The panels alone were worth it.”
— David P., Florida
“I finally knew what applied to me.”
— Karen M., Colorado
“Practical and refreshingly honest.”
— James T., New York
“Access to real experts made all the difference.”
— Rachel B., Arizona
SECURE YOUR SPOT
Invest in your future freedom today. Prices increase weekly.
Before You Buy
- All ticket sales are final
- Tickets are transferable
EVERYTHING YOU NEED TO KNOW
Location
Tuscany Suites & Casino, Las Vegas
Dates
March 7–8, 2026
Dress Code
Smart casual
Parking
Free on-site parking available
Daily Schedule
Morning through late afternoon with breaks and lunch
Have Questions?
PLAN B SUMMIT 2026
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