Training

Shawn Muneio, Co-Founder and Managing Partner of Bequest Asset Management, breaks down the barriers of the private investment space. For too long, high-level financial tools and alternative asset classes were reserved exclusively for accredited investors. This video explores the transformative power of Regulation A (Reg A+) offerings, which allow everyday investors to access private credit and mortgage-backed opportunities with as little as $5,000. We discuss why major financial institutions often steer clients toward conventional stocks and bonds, and why branching into self-directed IRAs can be a game-changer for your long-term wealth strategy.

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

During this eye-opening session, we reveal

The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink’s portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest’s mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures

learn about a little-known strategy used by the ultra-wealthy that could transform your financial future. If you’re searching for safe, steady, and passive income in today’s uncertain world, this masterclass is your roadmap.

Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨

From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰”

:🚀 Create Your Future, One Day at a Time 🚀In this video, Bequest’s Martin Saenz introduces the Bequest Legacy Planner—a powerful tool designed to help you align your life thesis with your investment thesis in a clear, actionable outline with regular check-ins.Presented at SurgeU, an institution dedicated to empowering individuals through faith and education, this planner will guide you in making purposeful, impactful decisions for your future.

Thank you to everyone who joined us and Bequest Asset Management in Downtown Sarasota for an insightful talk from Martin Saenz!
If you missed it, be sure to check out the video on How to Thrive During Financial Uncertainty. Martin not only discusses building a strong investment thesis but also emphasizes the importance of creating and regularly reviewing your Life Thesis.

We hope this talk helps you navigate these uncertain times with confidence and purpose. Stay tuned for more events, and continue investing in both your financial and personal growth!