Engineered Wealth: Financial Education & Planning Workshop

An Engineered Wealth Experience | Cupertino, California A Full-Day hands-on educational, In-Person Intensive Workshop for High-Income Professionals, Executives, Business Owners, and Entrepreneurial Families Presented by Engineered WealthAn educational program of Shayah Enterprises Hosted by B. Dweik and Jesse RogersCo-Founders of Bluestone Flagship Investors Join us for a full-day, in-person intensive workshop designed to help high-income professionals, executives, business owners, and entrepreneurial families build more coordinated, intentional wealth strategies. You've Built Your Income. But Have You Designed Your Wealth? You may have a CPA, investment advisor, insurance professional, and estate attorney—but who is responsible for making sure every financial decision works together? For many successful professionals, the challenge isn't earning more money. It's connecting the financial pieces they already have into one coordinated strategy. You may have investments, retirement accounts, real estate, insurance policies, and long-term financial goals. But without a clear framework connecting them, it's easy to overlook important opportunities, risks, and gaps. That's where Engineered Wealth comes in. Join us in Cupertino, California, for a full-day, hands-on workshop designed to help you assess your financial position, identify gaps and opportunities, and begin building a more intentional, coordinated wealth strategy. This is your opportunity to move beyond collecting financial information and start building a plan that brings everything together. What You'll Walk Away With This isn't just about learning financial concepts. It's about creating something you can actually use. 1. Your 100-Point Engineered Wealth Score Gain a clearer understanding of your current financial position through a structured self-assessment. Identify strengths, uncover potential gaps, and recognize areas that may need greater attention as you work toward your long-term goals. 2. Your Personal Wealth Blueprint Begin bringing the important pieces of your financial life into one coordinated framework. Explore how investments, retirement planning, tax considerations, asset protection, liquidity, estate planning, and long-term priorities can work together to support your financial vision. 3. Your 90-Day Action Plan Turn your insights into practical next steps. Identify your most important priorities, outline specific actions, and create a roadmap to help you move forward with greater clarity and purpose. You'll leave with more than notes. You'll have a clearer picture of where you stand, where you want to go, and what to focus on next. More Than a Workshop. A Hands-On Experience. This is not another financial seminar, webinar, or investment sales presentation. The Wealth by Design Intensive Workshop is a full-day, interactive learning experience built around your own financial picture. Instead of simply listening to presentations, you'll actively work through guided exercises, practical frameworks, and meaningful discussions. Throughout the day, you'll have the opportunity to: Assess your financial position and uncover potential gaps. Understand how different financial decisions affect one another. Explore the Four Foundations of Wealth. Evaluate financial priorities across protection, taxes, investments, liquidity, and legacy planning. Begin developing your Personal Wealth Blueprint. Build a practical, personalized 90-Day Action Plan. Participate in live discussions and interactive exercises. Connect with like-minded professionals who value intentional wealth building. Our goal is simple: Help you move from fragmented financial decisions toward a more coordinated approach to building and preserving wealth. Who Should Attend? This workshop is designed for individuals and families who have achieved professional or financial success and want to bring greater structure and coordination to their wealth-building decisions. It's especially relevant for: High-Income Professionals & Executives — Looking to connect earnings, investments, taxes, and long-term planning. Business Owners & Entrepreneurs — Balancing business growth, personal wealth, liquidity, and future financial goals. Engineers & Technology Professionals — Managing equity compensation, concentrated investments, and complex financial decisions. Physicians & Established Professionals — Seeking a more integrated approach to financial planning and wealth preservation. Entrepreneurial Families — Focused on protecting assets, building lasting wealth, and preparing for future generations. If you're earning well but feel that your financial decisions aren't connected to one clear strategy, this workshop is for you. You don't need to have everything figured out before attending. The workshop is designed to help you identify what needs attention and begin organizing your financial priorities. Meet Your Hosts B. Dweik & Jesse Rogers Creators of the Engineered Wealth Framework | Co-Founders of Bluestone Flagship Investors B. Dweik and Jesse Rogers bring decades of professional experience, a systems-oriented mindset, and a shared passion for helping successful individuals and families approach wealth more intentionally. After spending more than two decades each in the technology industry, they recognized a challenge that many high-income professionals face: Financial success does not automatically create a coordinated wealth strategy. Even accomplished professionals often find themselves managing multiple investments, advisors, financial obligations, and long-term goals without a clear framework connecting everything. Drawing from their professional backgrounds and experience in investments and wealth strategy, B. and Jesse developed the Engineered Wealth framework to help individuals and families think beyond isolated financial decisions. They are also Co-Founders of Bluestone Flagship Investors, a fractional family office focused on a more integrated approach to wealth ste