WHAT IF YOUR BIGGEST EXPENSE DIDN'T HAVE TO BE TAXES?
Every year, business owners send thousands — and potentially hundreds of thousands of dollars over their lifetime — to the IRS that could potentially be redirected into investments, passive income, and long-term wealth through legal tax planning.
- A fully executed legal, tax, and wealth blueprint — built specifically for your business
- Expert speakers including Tom Wheelwright, Troy Eckard, Chris Loeffler, Ivan Barratt, and more
- Three days at Pechanga Resort alongside serious, driven entrepreneurs
- Lifetime Mach1 or Mach2 membership in the NRI investor community
- Five years of consulting support so the plan actually gets implemented
September 28–30, 2026
Pechanga Resort & Casino
45000 Pechanga Pkwy, Temecula, CA 92592
By application only · Reviewed individually
Create Lasting Wealth & Reduce Taxes
At the Sonic Boom Summit, you'll discover how the rich use the IRS tax code to their advantage — and why certain business structures, investments, and financial strategies are rewarded under the tax code.
You'll learn how business owners can potentially reduce or eliminate a substantial portion of their future tax burden while accelerating the growth of passive wealth by reallocating dollars that might otherwise be lost to taxes.
The strategies you'll learn could potentially save hundreds of thousands of dollars in future taxes — freeing up more capital to invest, build additional income streams, and create lasting wealth using the same principles the wealthy have leveraged for decades.
Wealth You Didn't Trade Your Time For
Sonic Boom is for entrepreneurs who want wealth they didn't trade their time to earn — which is what financial freedom actually means. Not another conference of ideas that never get acted on. A complete system most entrepreneurs never see, with clarity, structure, and long-term support already built in.
What You Actually Get
Three Days of Live Training
Hands-on structuring sessions with a lineup of celebrity speakers, including renowned tax strategist Tom Wheelwright.
Meals, Entertainment & Gifts Included
Enjoy premium meals, networking events, entertainment, workbooks, exclusive gifts, and prize giveaways throughout the Summit.
Full Support Kit
Training materials, event swag, and everything you need to participate fully.
Your Personalized Blueprint — Fully Executed
A personalized wealth strategy and tax-efficient structure built specifically for your business — and fully supported through implementation, not just handed to you as a PDF.
Your Personalized Playbook
A clear, individualized roadmap for implementing everything you learn at the summit.
Lifetime Mach1 or Mach2 Membership
Lifetime access to our private networking communities — Mach1 for non-accredited investors, Mach2 for accredited investors.
Five Years of Consulting Support
Five full years of guidance toward your goals, at no additional cost — because a blueprint without support rarely gets implemented.
Prizes and Surprises
Additional moments built into the three days, on top of the core training.
Access to a Private Entrepreneur Network
Three days in a room of 250 carefully selected business owners, investors, and entrepreneurs — and a community that continues long after the event ends.
Three Days of Live Training
Hands-on structuring sessions with a lineup of celebrity speakers, including renowned tax strategist Tom Wheelwright.
Meals, Entertainment & Gifts Included
Enjoy premium meals, networking events, entertainment, workbooks, exclusive gifts, and prize giveaways throughout the Summit.
Full Support Kit
Training materials, event swag, and everything you need to participate fully.
Your Personalized Blueprint — Fully Executed
A personalized wealth strategy and tax-efficient structure built specifically for your business — and fully supported through implementation, not just handed to you as a PDF.
Your Personalized Playbook
A clear, individualized roadmap for implementing everything you learn at the summit.
Lifetime Mach1 or Mach2 Membership
Lifetime access to our private networking communities — Mach1 for non-accredited investors, Mach2 for accredited investors.
Five Years of Consulting Support
Five full years of guidance toward your goals, at no additional cost — because a blueprint without support rarely gets implemented.
Prizes and Surprises
Additional moments built into the three days, on top of the core training.
Access to a Private Entrepreneur Network
Three days in a room of 250 carefully selected business owners, investors, and entrepreneurs — and a community that continues long after the event ends.
Two Ways In
- All 3 days, every session
- Full summit materials
- Mach1 or Mach2 lifetime membership
- 5 years of consulting support
Enter your promo code at checkout to receive an additional $200 OFF VIP, reducing your investment to just $797.
Available for the first 50 VIP registrations only.
- Everything in General Admission
- Front-row seating all three days
- Premium upgraded event kit
- Private dinner with every keynote speaker
Payment plans available — 2-pay or 3-pay. Full payment deadline: September 1, 2026.
All applications are reviewed individually. Submitting an application does not guarantee a seat.
100% Money-Back Guarantee
If Sonic Boom Summit Isn't the Best Wealth Event You've Ever Attended... You Don't Pay.
We're so confident that Sonic Boom Summit will exceed your expectations that we're prepared to take all the risk.
Attend Day One.
If, by 5:00pm on the first day, you genuinely don't believe this is the most valuable wealth event you've ever attended as a business owner...
No arguments. No complicated claims process. No fine print.
Simply let one of our team know before 5:00pm on Day One, and we'll process your refund.
You carry none of the risk. We do.
Learn From Nationally Recognized Experts
YVETTE SPILLMAN, RIA
As the creator and host of the Sonic Boom Summit, Yvette Spillman brings more than 27 years of experience helping business owners navigate the increasingly complex worlds of taxation, retirement, and wealth creation. Beyond her professional expertise, Yvette is an entrepreneur herself who understands firsthand the challenges of building, protecting, and growing a successful business.
Throughout the summit, Yvette will serve as the guide who brings every piece of the wealth-building puzzle together. Rather than focusing on isolated financial concepts, she will demonstrate how taxes, legal structures, retirement planning, passive investments, and strategic implementation all work together as one integrated wealth engine. Attendees will gain a clear understanding of why these strategies are most effective when coordinated instead of approached independently.
Yvette will lead several educational sessions throughout the event while moderating discussions alongside industry experts, ensuring every presentation fits into a comprehensive system designed to help entrepreneurs potentially keep more of what they earn and accelerate the growth of long-term passive wealth.
TOM WHEELWRIGHT, CPA
Widely recognized as one of the world's leading authorities on tax strategy for entrepreneurs, Tom Wheelwright has spent decades educating business owners on how to legally work with the IRS tax code instead of against it. As the author of the best-selling book Tax-Free Wealth and trusted advisor to thousands of entrepreneurs worldwide, Tom has helped reshape the way business owners think about taxation.
Tom's presentation will focus on understanding the tax code as a roadmap rather than an obstacle. He will explain why the tax laws reward certain behaviors, investments, and business structures, and how entrepreneurs can potentially reduce unnecessary taxes by aligning their financial decisions with those incentives.
Rather than discussing tax loopholes or aggressive strategies, Tom will demonstrate how proper tax architecture creates the foundation for long-term financial success, allowing business owners to preserve more capital for investment, expansion, and wealth creation.
TROY ECKARD
Troy Eckard is the founder of Eckard Enterprises, one of the nation's most respected domestic oil and natural gas investment firms. Having built his company from the ground up, Troy has become one of the industry's most successful entrepreneurs while helping investors participate directly in American energy production.
During his presentation, Troy will explain why domestic oil and natural gas continue to offer unique opportunities for both income generation and tax-advantaged investing. He will discuss how properly structured working interests can potentially provide substantial tax benefits while generating passive cash flow, making them a valuable component within a diversified wealth strategy.
Attendees will gain practical insight into evaluating oil and gas investments, understanding risk, and determining whether this asset class may complement their long-term financial objectives.
NATE HARE
Retirement accounts have evolved far beyond stocks and mutual funds, and Nate Hare will demonstrate how entrepreneurs can take full advantage of today's expanded retirement planning opportunities.
His session will explore the versatility of Self-Directed IRAs and Roth retirement accounts, including strategies involving Mega Roth and Mega Backdoor Roth contributions. Nate will explain how these vehicles can potentially become powerful tax-advantaged wealth-building tools when properly structured.
One of the highlights of his presentation will be leveraging Roth assets through non-recourse lending to acquire larger investments while maintaining the unique tax advantages available inside qualified retirement accounts. Entrepreneurs looking to maximize the long-term growth potential of their retirement savings will find this session particularly valuable.
IVAN BARRATT
Passive real estate investing has become one of the preferred strategies among sophisticated investors seeking long-term appreciation, tax advantages, and recurring income. Ivan Barratt will explain how professionally managed apartment syndications provide access to institutional-quality real estate without the responsibilities of direct property management.
Ivan will discuss how passive real estate investments can fit within an overall wealth strategy and the advantages of owning syndicated properties inside Self-Directed retirement accounts when appropriate. His presentation will cover diversification, passive income opportunities, portfolio stability, and the role multifamily real estate can play in preserving and growing wealth over time.
CHRIS LOEFFLER
Opportunity Zones remain one of the most significant tax incentive programs available to investors, yet many business owners still know very little about how they work.
Chris Loeffler will explain how Opportunity Zone investing can potentially provide meaningful tax advantages while encouraging investment into qualified development projects across the country. He will also discuss how these investments may be incorporated into Self-Directed retirement strategies and diversified investment portfolios.
Attendees will gain a clearer understanding of how Opportunity Zone investments fit into comprehensive wealth planning and why they continue to attract sophisticated investors seeking long-term growth opportunities.
TRAVIS FRATINI
Travis Fratini will introduce attendees to the Kai-Zen strategy, an advanced planning concept designed to help business owners leverage financing to potentially accelerate wealth accumulation in a tax-favored manner.
His presentation will explain how strategic leverage, when used responsibly and within an appropriate financial plan, may significantly enhance long-term asset growth while creating greater financial efficiency. Travis will discuss the principles behind the Kai-Zen approach, how leverage can amplify results, and the circumstances under which these strategies may be appropriate for entrepreneurs seeking to build substantial wealth over time.
His session will conclude with practical examples illustrating how disciplined leverage can become an important component of a comprehensive wealth-building strategy.
More Than a Seminar
The Sonic Boom Summit is designed to be an immersive experience where entrepreneurs can learn, network, collaborate, and connect with industry leaders and fellow business owners.
Throughout the event, attendees will enjoy outstanding meals, interactive discussions, valuable networking opportunities, entertainment, and special surprises.
Following the VIP Dinner, guests are invited to unwind and celebrate during our evening disco, providing the perfect opportunity to continue building relationships in a fun and relaxed atmosphere.
This isn't just another financial conference. It's three days dedicated to changing the way entrepreneurs think about taxes, wealth, and what's truly possible.
You'll Leave With These 3 Powerful Outcomes
Build A Wealth Structure That Works For You
Most entrepreneurs know how to make money. Far fewer know how to protect it, grow it and pass it on.
Learn from fiduciary advisors, tax strategists and wealth experts how successful business owners legally structure their affairs to reduce unnecessary tax, protect assets and create long-term financial security.
Walk away with a personalised legal, tax and wealth blueprint designed specifically for your business—not generic advice you'll never implement.
Discover how the right structure today can influence every investment, business decision and wealth-building opportunity you make for years to come.
Create Wealth You Didn't Trade Your Time To Earn
Revenue alone doesn't create financial freedom.
Discover how experienced entrepreneurs and investors build passive wealth beyond the day-to-day demands of running a business through strategic investing, long-term planning and disciplined wealth creation.
Learn from respected experts including Yvette Spillman, Tom Wheelwright, Chris Loeffler, Ivan Barratt and Troy Eckard as they share the strategies that help business owners move from simply generating income to building lasting wealth.
Leave with greater clarity on the path from business owner to investor.
Leave With A Plan That Actually Gets Implemented
Most events end with a notebook full of ideas.
Sonic Boom Summit is different.
Over three immersive days you'll work alongside industry-leading experts and ambitious entrepreneurs to build a personalised roadmap that's designed to be executed—not forgotten.
Your experience continues long after the event with lifetime access to the Mach1 or Mach2 investor community and five years of consulting support, giving you the accountability, guidance and network needed to put your wealth plan into action.
Because the best strategy in the world only creates results when it's implemented.
Three Days That Could Change The Way You Build Wealth Forever
Most entrepreneurs spend years mastering how to build a business. Very few ever learn how to turn that success into lasting wealth.
Over three immersive days, you'll hear directly from nationally recognised experts including Yvette Spillman, Tom Wheelwright, Chris Loeffler, Ivan Barratt, Troy Eckard and other respected leaders who have helped entrepreneurs protect, grow and preserve wealth.
You'll leave with practical strategies, meaningful relationships and a personalised blueprint designed to help you make better financial decisions long after the event ends.
Learn how successful entrepreneurs legally structure their wealth.
Discover the strategies behind tax efficiency, asset protection, business structuring and long-term wealth planning from fiduciary advisors and nationally recognised experts.
Understand how to build wealth beyond your business.
Learn how experienced investors and entrepreneurs create passive income, diversify their assets and build financial freedom that isn't dependent on working every day.
Hear directly from nationally recognised experts.
Gain practical insights from Yvette Spillman, Tom Wheelwright, Chris Loeffler, Ivan Barratt, Troy Eckard and an exceptional lineup of speakers sharing strategies they've successfully implemented with entrepreneurs and investors.
Build relationships with entrepreneurs who think bigger.
Spend three days surrounded by ambitious business owners, investors and professionals who understand the value of strategic partnerships and long-term thinking.
Walk away with a personalised wealth blueprint.
Leave with more than notes. Your legal structure, tax strategy and wealth plan are designed specifically for your business—not generic advice.
Continue the journey long after the event ends.
Receive lifetime membership to the Mach1 or Mach2 investor community together with five years of consulting support to help implement your strategy.
Gain clarity on the financial decisions that matter most.
Leave with greater confidence around structuring, investing, protecting and growing your wealth so every future business decision supports your long-term goals.
Experience an event built around implementation.
Most conferences leave you inspired. Sonic Boom Summit is designed to leave you with a fully executed plan, ongoing guidance and a trusted network that continues delivering value long after the event concludes.
Your Business Created The Opportunity. Now Build The Wealth To Match.
If you're ready to learn from nationally recognised experts, surround yourself with serious entrepreneurs and leave with a personalised wealth blueprint designed specifically for your future, now is the time to secure your place.
Everything You Need To Know Before You Apply
We've answered some of the most common questions we receive before people secure their place at Sonic Boom Summit.
Still Have Questions?
Our team is happy to help. If you have any questions before applying, we'd love to hear from you.
Sonic Boom Summit Is NOT For You If...
We're intentionally building a room filled with ambitious business owners who are committed to creating real wealth—not just collecting more information.
If any of the following describes you, this probably isn't the right event.
You'd rather make excuses than make progress.
Growth requires responsibility, action and a willingness to challenge old thinking.
You're comfortable exactly where you are.
If you're not interested in building greater wealth, creating more freedom or reaching your next level, this event probably isn't for you.
You're only coming to sell your products or pitch the room.
Sonic Boom Summit is built around learning, implementation, collaboration and genuine relationships—not sales pitches.
You're closed to new ideas and different ways of thinking.
The biggest breakthroughs often come from challenging assumptions and learning from people who've already achieved what you're aiming for.
You'd rather stay home watching YouTube than learn alongside hundreds of driven entrepreneurs.
There's something powerful about being in a room where everyone is pushing toward bigger goals, making higher-level decisions and holding each other accountable.
You're not interested in becoming part of a long-term community.
Sonic Boom Summit isn't just a three-day event—it's the beginning of ongoing relationships, implementation and continued support.
But If You're Ready To Build Real Wealth...
Whether you're launching your first business, scaling an established company or preparing for your next stage of growth, Sonic Boom Summit was built for people who are serious about creating wealth that lasts.
Over three focused days you'll learn directly from nationally recognised experts, surround yourself with ambitious entrepreneurs, develop your personalised wealth blueprint and leave with practical strategies you can immediately implement.
This isn't about motivation.
It's about building the legal structures, tax strategies, investment knowledge and long-term financial framework your business was always meant to create.
Ready To Join The Right Room?
If you're committed to building wealth, making better decisions and surrounding yourself with ambitious business owners, we'd love to see your application.
Why You Should Attend
Learn From the Best
Top experts share proven strategies on legal structuring, tax efficiency, asset protection, and long-term exit planning.
Solve Your Biggest Challenges
Walk away with real solutions to the issues that have been holding your wealth back — not more theory.
Make Powerful Connections
Spend three days alongside other serious, driven entrepreneurs and investors on the same path.
Leave With a Fully Built Plan
Not just ideas — a structure, a blueprint, and five years of support to implement it.
About Your Host
Yvette is the founder of the National Retirement Institute and a registered fiduciary advisor — legally bound to act in her clients' best interest, not paid on commission to sell from a stage.
After two decades guiding entrepreneurs through legal structuring, tax efficiency, and long-term wealth design, she built Sonic Boom as the room she wished had existed when she was starting out — substance over spectacle, with the implementation done alongside you.
Only 250 Seats. By Application Only.
Sonic Boom isn't open registration — it's an application. We're looking for profitable, driven business owners who are ready to stop wearing every hat and start building wealth intentionally. Because each attendee receives a personalized, fully executed blueprint and five years of consulting support, we can only take 250 people through this process at a time.
Can't Attend In Person?
Sonic Boom is also available online for entrepreneurs nationwide who want access to the strategic framework and expert instruction, along with a discount toward ongoing support.
Questions, Answered
Only 250 Spots. Applications Open.
If Sonic Boom sounds like the room you've been looking for, submit your application. We'll review it personally and reach out.