![Cover Image for Engineered Wealth: Financial Education & Wealth Blueprint - [2-Day Virtual Workshop]](https://images.lumacdn.com/cdn-cgi/image/format=auto,fit=cover,dpr=2,background=white,quality=75,width=400,height=400/uploads/5n/8fd35484-334c-442c-8145-f089d75a00eb.png)
Engineered Wealth: Financial Education & Wealth Blueprint - [2-Day Virtual Workshop]
Engineered Wealth: Financial Education & Wealth Blueprint Workshop
A Two-Part Virtual Workshop for High-Income Professionals, Executives, and Entrepreneurial Families
You have worked hard to build income and assets. But has your wealth been intentionally engineered—or has it grown as a collection of disconnected accounts, investments, insurance policies, tax decisions, and advisors?
Engineered Wealth is a highly interactive, two-part virtual workshop designed to help successful families bring every part of their financial life into one coordinated system.
This is not another presentation about picking stocks, budgeting, or buying financial products. It is a working session that helps you step into the role of CEO of Your Wealth—with a clearer understanding of where you stand, where you are going, and what needs to happen next.
The Goal: Wealth by Design
Most successful professionals do not have an income problem. They have a coordination problem.
Their CPA focuses on taxes. Their investment advisor focuses on the portfolio. Their attorney focuses on legal documents. Their insurance professional focuses on protection.
Each specialist may be doing good work, but no one is responsible for ensuring that every decision fits together.
Engineered Wealth gives you the framework to coordinate those decisions around your family’s goals.
What You Will Build
By the end of the workshop, you will leave with three practical deliverables:
Your Engineered Wealth Score
A 100-point assessment across the six essential dimensions of wealth:
• Earn • Protect • Optimize • Deploy • Compound • Transfer
Your score will help you identify strengths, blind spots, and areas requiring immediate attention.
2. Your Personal Wealth Blueprint
A visual map connecting your income, taxes, investments, risk management, liquidity, estate planning, and long-term family objectives.
3. Your 90-Day Action Plan
A prioritized implementation plan that identifies:
• What needs to be done • Why it matters • Who should be responsible • When it should be completed
You will leave with decisions and next steps—not simply more information.
The Two-Part Virtual Experience
Part One: Diagnose and Design
October 10 | 9:00 AM - 12:00 PM Pacific
During the first session, you will:
• Define what wealth and financial independence mean for your family • Learn how to operate as the CEO of your wealth • Complete your Engineered Wealth Score • Identify coordination gaps across your financial life • Examine income, protection, and tax-planning opportunities • Begin building your Personal Wealth Blueprint • Apply the framework to a realistic family case study
Between the Sessions: Wealth Intelligence Sprint
The workshop continues between the two live sessions.
You will complete a focused assignment to:
• Validate your Wealth Score • Identify your three largest coordination gaps • Review your current financial structure • Prepare questions for your professional advisors • Select one high-priority wealth decision to address during part two.
You will not be asked to share private financial documents.
Part Two: Decide and Deploy
October 11 | 9:00 AM - 12:00 PM Pacific
During the second session, you will:
• Turn your observations into coordinated decisions • Evaluate how your capital is currently being deployed • Apply an Investment Scorecard to potential opportunities • Examine liquidity, leverage, cash flow, and concentration risk • Explore advanced tax-planning use cases • Review estate planning, wealth transfer, and family legacy • Design the specialist team needed to support your wealth • Complete your Personal Wealth Blueprint • Build your 90-Day Action Plan
Topics We Will Explore
The workshop will help you think more strategically about:
• W-2 income, business income, equity compensation, and cash-flow architecture • Tax planning as a year-round strategy • Asset protection and risk management • Liquidity and intelligent use of leverage • Public and private investment opportunities • Investment concentration and portfolio coordination • Real estate and alternative investments • Estate planning and intergenerational wealth transfer • Family governance and preparing the next generation • Building and managing your specialist advisor bench
Who Should Attend?
This experience is designed for:
• High-income technology professionals and executives • Dual-income households earning approximately $500,000 or more • Business owners and entrepreneurial families • Accredited investors • Families with approximately $2 million to $10 million or more in net worth • Individuals managing stock options, RSUs, concentrated positions, real estate, private investments, or multiple business interests • Families who want greater coordination among their CPA, attorney, investment professionals, insurance specialists, and other advisors
You do not need to be a financial expert. You only need to be ready to think differently about how your wealth is organized and managed.
Why Attend Both Sessions?
Each session serves a different purpose.
Part One creates awareness. You will diagnose your current position and identify the gaps.
The Wealth Intelligence Sprint creates reflection. You will gather the information needed to make better decisions.
Part Two creates action. You will prioritize decisions, assign responsibility, and build an implementation plan.
Attendance at both sessions is strongly encouraged because Part Two builds directly on the work completed during Part One.
Workshop Format
• Two live, interactive virtual sessions • Approximately four hours per session • Practical exercises and guided worksheets • Audience polls and facilitated discussions • Small-group case-study work • Digital participant workbook • Wealth assessment and planning tools • Opportunities to ask questions
This is a camera-encouraged working session. Come prepared to participate, reflect, and build.
Your Hosts
B. Dweik & Jesse Rodgers
Dweik & Rogers are the creator of the Engineered Wealth framework and Co-Founders and of Bluestone Flagship Investors, a fractional family office.
After more than two decades in the technology industry each, both now works with successful professionals, investors, and entrepreneurial families to help them approach wealth with greater intention, coordination, and discipline.
Their perspective combines the experience of a technology executive, investor, business owner, real estate operator, and family-office leader.
Their central belief is simple:
Wealth should not be left to chance. It should be engineered around the life and legacy you want to create.
Reserve Your Place
You have already built financial success.
Now it is time to connect the pieces, identify the gaps, and create a coordinated blueprint for what comes next.
Join us for two focused half-days and begin moving from fragmented financial decisions to Wealth by Design.
Space is limited to preserve an interactive workshop environment.
Register now to reserve your place.
Important Notice
Engineered Wealth is an educational program. Information presented during the workshop is intended for general educational purposes and should not be considered individualized investment, tax, legal, accounting, or insurance advice. Participants should consult qualified professionals regarding their individual circumstances.