How Successful Families Create Liquidity, Plan Tax-Efficiently, and Build Lasting Family Opportunity
A free, practical, eye-opening workshop for parents who want more clarity, confidence, and control in their financial lives.
Join us on Thursday, November 20th at 7pm
15 W. Railroad, Tenafly, NJ.
What You’ll Learn:
How to structure your money for flexibility & access
How to plan in a tax-efficient way for long-term goals
How to build a personal Opportunity Fund for big decisions
What You’ll Learn:
How to structure your money for flexibility & access
How to plan in a tax-efficient way for long-term goals
How to build a personal Opportunity Fund for big decisions
A Closer Look at the Blueprint...
✔️ The framework behind designing a stable, flexible financial foundation
✔️ Why traditional planning often misses liquidity and opportunity
✔️ How the Blueprint prioritizes clarity over complexity
✔️ How high-performing families structure decisions, not predictions
✔️ The role of an “Opportunity Fund” in long-term confidence
✔️ Why intention and structure lead to generational stability
The framework behind designing a stable, flexible financial foundation
Why traditional planning often misses liquidity and opportunity
How the Blueprint prioritizes clarity over complexity
How high-performing families structure decisions, not predictions
The role of an “Opportunity Fund” in long-term confidence
Why intention and structure lead to generational stability
About Your Host
Michael Trefel is a seasoned financial strategist, educator, and speaker with over two decades of experience helping families and businesses achieve clarity, control, and confidence in their wealth-building journey.
With deep roots in both Wall Street and Main Street, Michael brings a unique perspective - blending institutional insight with real-world strategies, teaching parents how to create stability, liquidity, and long-term opportunity for the people they love.
Over the years, he has guided hundreds of families, professionals, and business owners in designing personalized frameworks for wealth preservation, liquidity, and legacy creation.
As the creator of the Wealthy Family Blueprint, Michael is passionate about teaching the principles that empower families to align their financial decisions with their deepest values - building not just wealth, but a legacy that lasts.
Featured in trainings and workshops for parents, real estate professionals, and business leaders nationwide.
“The purpose of wealth isn’t accumulation — it’s freedom, opportunity, and impact.” — Michael Trefel
❓ Is this event a sales presentation?
No — this workshop is strictly educational.
You’ll learn clear, practical strategies families use to create more stability, liquidity, and long-term opportunity. There is no sales pitch or obligation of any kind.
❓ What exactly will I learn?
You’ll learn how to build a personal financial framework that creates more clarity, control, and flexibility for your family — without relying on predictions, complicated investments, or market-based strategies. Everything is explained simply and practically.
❓ Is this relevant if my financial situation is already “fine”?
Yes. Many parents attend because they want to optimize, simplify, or redesign their current approach so they can build a more resilient future for their family — not because something is wrong.
❓ Do I need to bring anything?
Nothing at all. Just bring yourself (and your spouse or partner if possible).
A notebook is optional.
❓ Can I bring my spouse or partner?
Strong financial systems work best when both partners understand the strategy and feel aligned.
❓ Will you talk about specific investments or financial products?
No. The workshop focuses on principles, frameworks, and strategies, not recommendations or product discussions.
❓ How long is the workshop?
About 45 minutes, plus optional time for Q&A afterward.
❓ What makes this different from other financial events?
Most financial talks focus on investments, budgets, or products.
This workshop focuses on clarity, structure, liquidity, and long-term opportunity for your family — without sales pressure or complexity. It’s designed for real-life decisions parents make every day.
❓ Is there a cost to attend?
No — it’s completely free.
Seating is limited, so an RSVP is required.
❓ Where is the event located?
15 W. Railroad Avenue, Tenafly, NJ — right in the downtown area.
Plenty of parking nearby.
Ready to Create More Clarity and Control for Your Family?
Join us on November 20th in Tenafly for this free educational workshop.
This workshop is educational only and does not provide legal, tax, or investment advice. Registration does not obligate you to make any decisions or purchases.