This Is Not Your Average Business Webinar. It’s Your Fast-Track to Real Results!
Tired of sitting through dull, yawn-inducing webinars? We get it. That’s why the Essential Business Insight Summit on June 11th is different.
This is not a snooze fest. This is a high-energy, hands-on event where each speaker is committed to giving you at 5 practical, actionable tips on each topic you can start using TODAY to grow, save, and succeed in your business.
No fluff, no filler — just real strategies from real experts that will help you make immediate progress.
Meet the Experts
Morgan Q. Anderson EA- Tax Debt Resolution Specialist
Topic Title: How to Deal with Curveballs Thrown at you by IRS or State Tax Agencies.
About Morgan
Morgan Q. Anderson is driven by a deep commitment to integrity and a genuine care for her clients as the founder of Golden Lion Tax Solutions. With over 25 years of experience as a Senior Tax Representative, she has witnessed firsthand the challenges taxpayers face. Her mission is clear: to be a reliable advocate who stands by her clients during their most difficult times.
Sean Knudsen- Warrior Mindset Strategies
Topic Title: Networking That Actually Works: From One-Night Stands to Lifelong Partnerships.
About Sean
Sean Knudsen is a 23-year Army veteran, former Federal SWAT team commander, and now a sought-after business strategist and speaker. As the founder of Warrior Mindset Strategies, Sean blends military precision with emotional intelligence to help entrepreneurs and business owners scale with purpose. With deep expertise in AI integration, human-centered marketing, and high-performance mindset, Sean teaches how to create systems that attract the right clients and build lasting trust—without burning out or selling out.
Dan Mullen- CPA, CVA
Topic Title: How to look Rich to Underwriters and Poor to the IRS.
About Dan
Dan is a mortgage advisor with an active CPA license, providing a unique advantage for self-employed clients by leveraging tax returns for loan underwriting—helping streamline the approval process and reduce unnecessary documentation. He specializes in bridging the gap between mortgage underwriters and tax professionals to make financing smoother.
With a focus on real estate as a key wealth-building tool, Dan helps clients purchase primary residences and investment properties. His proprietary tools assist clients in visualizing and comparing returns against traditional investments, while his deep understanding of real estate tax benefits helps inform strategic investment decisions.
Curtis Swenson-Transformational Life Coaching
Topic Title: Without Accountability, I Feel Like I'm Going in Circles.
About Curtis
Curtis is a certified Louise Hay Teacher and Coach with over 17 years of experience helping individuals foster personal growth, build confidence, and navigate life’s challenges. With a background in developing healing programs and courses, Curtis is passionate about inspiring others to realize their full potential and achieve lasting transformation through self-love and empowerment.
Jenevieve Lenz-Wealth Management Advisor
Topic Title: Having a Financial Plan & Optimal Advisors is Everything!
About Jenevieve
Jenevieve is dedicated to supporting women, their families, and service-based businesses. She specializes in helping women entrepreneurs, medical, and legal professionals craft personalized strategies to achieve their financial goals.
Jenevieve understands the unique challenges women face—balancing busy lifestyles, protecting assets, and building wealth in volatile markets. She provides resources and advice to enhance cash flow, make smart financial decisions, and safeguard investments.
Jen Gardener-Organize Joy
Topic Title: The Building Blocks of Unbreakable Client Connections.
About Jen
Jen Gardner is an experienced employee benefits professional with over 20 years of industry expertise. Her career is centered on influencing meaningful change within the benefits landscape, with a focus on creating solutions that are simpler, more efficient, and more accurate for providers, members, and employers alike.
Jen is dedicated to streamlining benefit processes and improving the overall experience for all stakeholders. Her deep knowledge of the industry and commitment to innovation help optimize benefit programs, reduce administrative burdens, and enhance service quality.
Lori Denham- High Point Bookkeeping
Topic Title: From Chaos to Clarity, Essential Bookkeeping Practices for Busy Entrepreneurs.
About Lori
Lori is an experienced entrepreneur, from shoe-string start-ups to purchasing and expanding businesses. She has more than 30 years of bookkeeping experience in a variety of industries, which helps her assist other business owners with getting their finances in order.
Rob Sullivan
Topic Title: Effortless Cost Reduction: Reclaim Time and Resources Without Switching Vendors.
About Rob
Rob Sullivan is a seasoned expert in cost reduction and operational efficiency. With extensive experience across various industries, he specializes in reengineering processes to lower costs, increase productivity, and support sustainable growth. Rob has a proven track record of developing customized programs that align operational strategies with overall business objectives. He is skilled in leading high-performing teams and implementing innovative solutions that deliver measurable results.
Elizabeth Woolard- Marketing & PR
Topic Title: 5 Missteps You Are Making With Social Media and How to Fix Them.
About Elizabeth
With a degree in psychology, Elizabeth adopts a holistic approach to marketing and online business management. Elizabeth has worked with entrepreneurs at all stages—from those just starting out to established businesses reaching seven-figure revenues. Her focus is on creating integrated strategies that foster sustainable growth and long-term success.
Walk away with actionable insights from each industry expert that you can put into practice right away.
If you can't attend live on June 11th at 11:00 AM MST, don’t worry — a replay will be available for you to watch at your convenience, providing a valuable reference for future strategies.
Reserve your spot today.