Thrive In The Face Of Chaos:

Secure Your Freedom,
Wealth, And Future

The world is going mad. But chaos breeds opportunity. 

Forget Wall Street. Forget Main Street. You can play a smarter game—one that’s been quietly used by the elite for decades.

At the 15th-annual Offshore Wealth Summit, you’ll learn how the world’s most successful families protect and multiply their wealth by going where the rules are in their favor.

From global banking and tax reduction… to international investments, offshore structures, and second residencies… this is your chance to access the same insider strategies used by global elites—legally, efficiently, and with a team of experts at your side.
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Make Extraordinary Living Your Everyday Life

How To Live Free, Protect What’s Yours, And Thrive During Uncertainty

Dear Reader,

We’ve entered a new era of instability.

Our world is as uncertain as it’s ever been—and things can change at light speed.

Headlines and social media posts move markets…

While a comment by the President could boost your earnings one day and undermine your entire business the next.

It all happens so quickly that you don’t have time to react.

Now, I could go on about how, even if this changes in a few years, the foundation of it all is a house of cards—reckless money printing… unprecedented levels of debt… the collapse of trust in traditional institutions… at some point no one knows, a reckoning will happen.

But I’m sure you already know these things.

What you might not know, however, is that you can take back control…

You can protect yourself against uncertainty—and you can even capitalize on it.

For centuries, the world’s most successful families have protected and multiplied their wealth by going where the rules are in their favor.

You see, not every country plays by the same rulebook.

The wealthy have always understood this. And they’ve diversified their money, businesses, and even their lives to jurisdictions that reward them for doing so—they:

  • Earn in places where the taxes are low

  • Invest where foreign capital earns higher returns

  • Save where banking laws protect their privacy and assets

  • And take advantage of residency and second-citizenship rules that open doors, unlock freedoms, and offer better legal protection

In other words, smart people don't just adapt to the system—they choose the system that works best for them…

And you can, too.

That’s why my associates and I have created the Offshore Wealth Summit.

This is your opportunity to make your own plan for diversifying your life, your wealth, your investments, and your future offshore...

With help from the world's leading and most experienced advisors.

For my Offshore Wealth Summit I’ve pulled together all the experts who can help you formulate your own customized offshore diversification plan…

Before I introduce you to them, I should let you know that these are time-tested, proven strategies… and so is the event.

This will be the 15th year we’re hosting it, and I’m proud to say we’ve helped more than 1,600 people over the years. Here’s what some of them told us:
“These strategies are not just for big corporations… they work well for the little guy, too.”
—Henry K, Virginia, United States
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“Great source of reliable information from trusted, proven sources.”
—Jim C., Texas, United States
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“The quality of the event was excellent. I am glad I did not delay.”
—Carlos R., Michigan, United States
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“Good exposure to some really interesting opportunities for investment and income outside of the United States.”
—Joe S., Texas, United States
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“I can't tell you how good it feels to get straight answers to my questions... no hype and no baloney. Finally, I'm getting the information and the advice I need.”
—Timothy S., Maine, United States
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“Attending sessions and being able to visit with speakers on a one-to-one basis was wonderful.”
—James C., Florida, United States
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“I enjoyed this seminar very much. I don't know how you got so many knowledgeable people in one place. It exceeded all my expectations.”
—V.R., Arizona, United States
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After Three Decades,
Here’s My #1 Lesson

I've been investing across the globe for about 30 years.

I've set up businesses, bank accounts, offshore corporations, and other overseas structures in many jurisdictions. I’ve acquired residency visas and second citizenship.

Here's what I've learned: You don't want to try this alone.

Each time I set out to invest or, really, to do anything in another country, I call in the pros:

Attorneys... tax consultants... bankers... structures experts... real estate advisors... and so on.

These are sometimes complicated issues… requiring advice from people who have trained their entire lives to fully understanding them.

Further, handling some issues the wrong way can lead to a lot of hassles, costs, and even legal trouble.

In other words, you can’t rely on Google or AI or some message board to get it right…

You need professionals—and you need ones you can trust.

And that's exactly who you’ll meet during this year’s Offshore Wealth Summit…
“Loads of valuable information”
"As with the previous [Live and Invest Overseas] conferences I have attended, it was well organized and provided participants with loads of valuable information as well as the opportunity to interact with both the presenters and the other attendees.”

“The three days were fast-paced, information-packed, and thoroughly exhausting for the attendees as well as, I’m sure, for the organizers. So, thanks for all you do so well, it’s much appreciated."
–Mike G., United States 

The World-Class Experts
At Your Service

Diversifying abroad isn’t about cookie-cutter solutions—you need to find
the offshore strategy that’s right for you.

Generally, it involves moving at least part of your assets, your business, your banking—or even yourself—to a safe haven...

To a place where it's hard for anyone to lay claim to what you've got.

The experts you’ll meet represent the gold standard in today’s offshore world…

Some of them charge upwards of $1,000 an hour for their work—but you’ll get full access to each and every one of them during the days of the Offshore Wealth Summit:

Your Guide To The Offshore World: 
Lief Simon

Co-Founder Live And Invest Overseas
Lief Simon adopted a global perspective—for business, for investing, and for life in general—early in life and has been showing others how to do the same for 30 years.

He has taken a hands-on approach for every strategy and tactic he has pursued. Every recommendation he makes comes from experience, not theory.
Lief has lived and worked on 5 continents and traveled to more than 75 countries. His investment career began with a $5,000 down payment on a three-flat building in Chicago. Less than three years later, Lief sold the building for a leveraged return of 3,000%—$150,000 in profit after closing costs and commissions.

From there, Lief turned his attention overseas and bought property in 27 countries including Panama, France, Croatia, Portugal, Ireland, Belize, Spain, Argentina, Cyprus, Romania, and beyond. Thanks to his decades-long career as a global property investor, Lief has built a multi-million-dollar portfolio that includes rental properties, significant land holdings, and 7 personal residences.

In addition, Lief has established residency in 4 countries, opened bank accounts in 12, and carries a second passport from Ireland.

Lief’s latest book, “Cowboy Millionaire—The New American Pioneer,” collects all the wisdom he has learned in three decades of living and investing outside America. He offers advice on international diversification in his twice-weekly Offshore Living Letter dispatches and monthly Simon Letter issues.

At his Offshore Wealth Summit, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.

Critically, he’ll introduce you to his inner circle—some of the world’s greatest offshore experts, the pros who Lief consult personally—while exploring the Plan B objectives they’ll help you achieve…
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Your Wealth Planning Pro:
Carl H. Linder

Attorney At Law & Partner, Greenspoon Marder
Carl H. Linder is one of the world’s leading authorities on offshore wealth planning.

Mr. Linder has advised individual, family office, and business clients regarding global and domestic estate and gift taxes, corporate taxes, international taxes, and state and local taxes.
Mr. Linder works closely with financial institutions and other service providers in but not limited to New Zealand, Switzerland, Luxembourg, Andorra, Bahamas, Nevis, Cayman Islands, St. Lucia, and Anguilla.

Additionally, he focuses on international trust planning primarily in the jurisdictions of the Cook Islands and Belize. He has used his knowledge to plan for inbound and outbound transfers of property, foreign entity structures including controlled foreign corporations and other international business companies, treaty-based positions, real property transfers, investment tax credits and enterprise incentive programs (such as OZ Funds), personal income tax and tax related compliance issues.

At the Offshore Wealth Summit, you will have the opportunity to work directly with Carl to select the right strategies and jurisdictions for you.
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Your Trust & Estate Pro:
Craig S. Redler

Attorney at Law, Law Offices Of Craig S. Redler
Craig S. Redler is an experienced trust and estate attorney with a background in managing offshore trusts and structuring international bank accounts for high-net-worth clients through roles at Amicorp and Southpac Trust International.
Mr. Redler has served as a Legislative Assistant to U.S. House Majority Leader Richard Gephardt and as a Systems Engineer for EDS/GM. He has worked with the Jeffrey M. Verdon Law Group in California and was a founding shareholder of Redler & Seigel, P.C. in St. Louis.

He holds a B.S./B.A. from the University of Missouri, a J.D. from Washington University School of Law, and is admitted to practice in California, Missouri, and Illinois. He is a Trust and Estate Practitioner (TEP) and serves on the Board of Directors for the Orange County chapter of STEP.

At this event, Mr. Redler will help you understand how to use offshore tools to protect your assets, reduce tax exposure, and ensure your wealth passes smoothly to the next generation.
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Your Asset Protection Pro:
Josh Bennett

Attorney At Law & Partner, Bennet & Foretich
Josh N. Bennett, Esq. is a seasoned asset protection attorney based in Fort Lauderdale, Florida. With nearly 30 years of experience, he specializes in international and domestic asset preservation strategies, including international tax, estate, and gift planning; foreign trust structuring; offshore banking; and real estate taxation.
His client-focused approach combines legal sophistication with practical solutions—utilizing trusts, LLCs, and tax-savvy entities to protect clients' wealth from lawsuits, creditors, and tax liabilities.

A member in good standing of the Florida Bar, Josh supports individuals and businesses in building secure, long-term financial strategies.

Mr. Bennet is passionate about demystifying asset protection, and he’ll be on hand during the event to educate you on all things asset protection—from domestic trusts to offshore structuring—and to guide you toward financial peace of mind.
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Your Financial Planning Pro:
Jamie Vrijhof-Droese

Managing Partner, WHVP Weber Hartmann Vrijhof & Partners 
Based out of Switzerland, Jamie Vrijhof-Droese started her banking career over a decade ago at a major Swiss bank.

Her experience includes several years of experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions.
Ms. Vrijhof-Droese is the co-author of the book, “Swiss Money Secrets.”

Her company is associated with several first-class private banks in Switzerland, Liechtenstein, and Austria. They focus on conservative, long-term oriented capital preservation strategies.

At the event, Ms. Vrijhof-Droese will share how to safeguard and grow your wealth with Swiss private banking strategies designed for long-term capital preservation and global diversification.
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Your Offshore Structures Pro:
David Payne

Global Head of Governance, Bolder Group 
David Payne has been active in the corporate, fiduciary, trust, financial, and alternative financial services industry since 2004, with a focus on alternative investment vehicles and asset management.

Mr. Payne has held leadership roles across Bolders' US, BVI, Cayman, and Nevis offices, overseeing corporate, trust, fiduciary, and fund matters.
As a founding partner and director of Bolder Law, he advises individuals, corporations, and financial institutions globally, offering customized solutions for international corporate structures and serving as a director for various client companies and investment funds.

Mr. Payne will guide you in building international structures that protect your assets, optimize tax outcomes, and ensure global compliance.
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Your Crypto Pro:
James Coughlan

CEO, Sovera
James Coughlan brings a wealth of expertise in leveraging blockchain technology for financial innovation.

As the CEO of Sovera, Mr. Coughlan leads groundbreaking initiatives in Institutional Tokenization and Smart Contracts, simplifying cross-border transactions and asset management while bridging traditional and decentralized finance.
With a focus on delivering customized financial solutions and crypto-friendly payment strategies, Mr. Coughlan is committed to helping multinational corporations, entrepreneurs, and high-net-worth individuals unlock sustainable growth and maximize profitability.

During the Offshore Wealth Summit, Mr. Coughlan will show you how to harness blockchain and crypto strategies to streamline cross-border transactions, enhance privacy, and unlock new wealth-building opportunities.
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Your International Banking Pro:
Elden Edward

Global Banking Specialist, PROVEN Bank
Elden G. Edward has more than 14 years in the financial industry with particular focus on the insurance and banking sectors. He is a senior banking professional with a Bachelor of Business Administration and advanced credentials (MCI, EMDF), currently serving at PROVEN Bank in Saint Lucia.
Mr. Edward specializes in connecting financial intermediaries and high-net-worth clients to premium international banking solutions, including multi-currency accounts and wealth management services.

With a focus on offshore and cross-border financial strategies, Mr. Edward brings deep expertise in designing tailored banking frameworks that support global mobility, asset diversification, and compliance.

His guidance during the event will ensure you gain direct insights into navigable, efficient banking paths essential for anyone building an international wealth or residency plan.
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Your American Tax Pro:
Vincenzo Villamena

Founder, Online Taxman
Vincenzo Villamena specializes in International Accounting and Tax Services for expats and investors who want straightforward and transparent solutions.

At the event, he will help you navigate the confusing world of expat taxes, ensuring you IRS compliance and maximized returns.
Mr. Villamena started doing expat accounting and tax services in 2005 to help a few close expat friends. Two decades later, he has over 700 satisfied clients around the world and has become the go-to source for international tax support.

If you’re an American looking abroad, Mr. Villamena is a must-have contact for your rolodex.
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Your Canadian Tax Pro:
George Gonzalez

Founder, GCG Tax
George Gonzalez is a Canadian Chartered Professional Accountant (CPA, CA) and U.S. Certified Public Accountant (CPA) who provides international tax consulting services to individuals and small business clients.

Prior to opening his own tax consulting practice, Mr. Gonzalez worked for a Big Four public accounting firm and later a multi-national financial services firm.
He has worked in the United States, Hong Kong, Japan, the Dominican Republic, and Canada, where Mr. Gonzalez currently resides. He is also a professor at the University of Lethbridge in Alberta where he teaches courses in tax and accounting.

Mr. Gonzalez offers critical insights for Canadians living and investing overseas.
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Your Insider In Portugal:
João Gil Figueira

Attorney at Law & Partner, GFDL Advogados
Portugal represents one of the world’s top opportunities abroad today.

João Gil Figueira is an international tax and business lawyer who typically advises multinational firms and high-net-worth individuals regarding taxation, investment structures, security offerings, Initial Coin Offerings, M&A deals, commercial contracts, distribution and agency agreements, corporate governance, company formation and residency/citizenship in Portugal and Portuguese speaking countries.
He is experienced in providing advice to international investors, expats, and retirees on living in and investing in Portugal and Portuguese-speaking jurisdictions.

Mr. Figueira is one of Live And Invest Overseas’ most trusted advisors, and he’ll be an asset for your global network no matter your plans in Portugal.
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Your Insider In Colombia:
Juan Darío Gutiérrez

Attorney at Law & Partner, Gutierrez Group SAS
With a bargain cost of living, undervalued real estate, and easy residency options, Colombia stands out as a top destination for offshore diversification.
Juan Darío Gutiérrez is the Co Founder and Chief Legal Officer of Gutierrez Group, a boutique multi-family office and legal advisory firm based in Medellín. With over a decade of experience, he and his team provide end-to-end services—immigration, real estate transactions, corporate structures, wealth management, tax planning, and compliance—for both Colombian residents and international clients.
Mr. Gutiérrez has built a strong reputation for helping clients smoothly navigate Colombia’s legal and financial systems—handling visas, property purchases, banking, and FX transfers—with high praise from investors spanning the US, UK, Switzerland, Canada, Singapore, and Australia.

When you meet him at the Offshore Wealth Summit, Mr. Gutiérrez will provide unparalleled insights on residency, property ownership, and investment in Colombia.
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Your Foreign Exchange Pro:
Iva Slavtcheva

Senior Business Development Manager, Moneycorp
One of the first lessons you’ll hear from us is to avoid traditional banks when moving money across borders—otherwise, you’ll lose thousands of dollars in overpriced fees.

Ms. Slavtcheva will be on hand to make sure you move funds quickly, cheaply, and stress free.
Originally from Bulgaria, she joined the Moneycorp team in 2014 and has been instrumental in the company’s expansion throughout the United States. Ms. Slavtcheva has been directly working with individuals buying or selling properties internationally, emigrating, or simply covering overseas living expenses.

She also manages Global Partnerships at Moneycorp, providing education to real estate professionals to help them grow their international businesses.
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Your Cyber Security Pro:
Zafar Khan

CEO, RPost Communications 
Zafar Khan has been in the technology field for more than 15 years and has strategy and finance experience with Deloitte Consulting and Goldman Sachs.

He also worked to transfer U.S. Department of Energy National Lab technology to the private industry and was selected as one of the 15 CEOs to participate in a US Presidential Trade Mission.
Mr. Khan has invented four US patents, holds a BA degree from Wesleyan University, an International Certificate from Georgetown University School of Business and an MBA degree from the Wharton School.

During the Offshore Wealth Summit, Mr. Khan will show you how to avoid all the latest scams… and he’ll show you simple methods for protecting your privacy, your identify, and your wealth.
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Your Overseas Retirement Guru:
Kathleen Peddicord

Founder, Live And Invest Overseas
The world’s foremost authority on international living and retirement, Kathleen Peddicord has been exploring the world for fun and profit for more than 40 years.

Kathleen, her husband (Lief Simon), and their family have been living abroad for more than two decades—in Ireland, France, and Panama.
In total, she has traveled to more than 75 countries, invested in real estate in 24, established businesses in 7, and renovated properties in 6. She is interviewed and quoted regularly by The New York Times, Money magazine, CNN, and beyond.

Kathleen has written several books… including most recently the best-selling guides “How To Buy Real Estate Overseas” and “How To Retire Overseas.”
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In addition, we’ll introduce you to:

  • Key experts specializing in the world’s top offshore jurisdictions (including Panama, Belize, Uruguay, Andorra, St. Kitts and Nevis, the Dominican Republic, and Hong Kong)…

  • Our preferred bankers from key jurisdictions…

  • Experts to present some of the best current real estate opportunities…

  • The world’s leading advisors on issues related to residency, citizenship, second passports, and full expatriation…
Note: Speakers and schedules are subject to change.
“I was received with warmth”
“I was received with warmth”
"In personal conversation with several presenters, I was received with warmth and receptivity to my more basic, simplistic questions."
--Esther Johnson, United States
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Swim Laps Around Crises With My Offshore Prosperity Program

Spend a few days with me in the tropics this year...

And I can virtually guarantee you'll leave smarter than you are now.

You'll know how to enjoy more freedom… and more control.

You’ll know how to protect yourself from lawsuits and seizures... and how to shield yourself from inflation, market corrections, and social unrest.

And, perhaps most important, you'll learn how to escape all the chaos in the rest of the world…

You’ll gain the sort of confidence that comes when you learn a simple lesson:

When everybody else zigs, you zag.

Over the past couple of decades, the usual response to this suggestion is immediate wonder... followed by panic or dismay.
 
Indeed, it’s exciting to learn of these secrets... to imagine your adventures in exotic places…
 
But then reality hits—this kind of stuff is only for the rich, right?
 
Wrong.

These solutions are available to everyone, no matter your background... it doesn’t take a lot of cash either:
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In many countries, you can live like a king for a fraction of what you pay back home—plus, choose the right place, and you can live nearly tax free...
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Some of the offshore banks I know allow you to open an account online... I can even show you where to park your cash that allows you to exchange part or whole of your balance into another currency instantly...
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Yes, you can buy second citizenship for a couple of hundred thousand dollars. But you can also qualify for a cheap passport after only several years as a legal resident—it takes longer, but it’s not expensive at all...
Again, you CAN do this.

While the rest of America continues to suffer the consequences of inept politicians, greedy banking elite, and decades of poor economic policy, you can escape through a secret back door.

And whether you want to move overseas or just invest there, all that’s needed is to simply get started.
 
And you don’t want to wait. The options you have now may not be available tomorrow… the offshore world is an ever-changing one…
 
Don’t worry, I’ve got your back...

Lief Simon is my real name.
 
Even though I talk about things that the uninformed fear are illegal, I’ve never broken the law... at least, as far as I know.
 
Plus, the folks at the IRS know me—I was once an Enrolled Agent, and I routinely pester them with corrections.
 
I’m an American, born in Sedona, Arizona.
 
I've been living, working, and investing overseas for about 30 years. These days I divide my time primarily between Panama and Paris. Earlier in my career, I lived in Africa, Central Asia, and South America.
I've spent time in more than 70 countries, lived in 8, and invested in real estate in 27 and counting. I've started and operated businesses in a half-dozen countries and opened bank accounts in more than a dozen. I've acquired multiple permanent residencies, as well as a second passport.

I don't put all this out there to boast.

How To Hide Your Money In Plain Sight…

This may shock you, but the IRS has provided a list of assets that Americans do not need to declare on their tax filings…

This means if you own one of these asset classes, they can be completely private, unknown to courts, tax collectors, and litigation lawyers.

I’m talking about:
 
  • All property you own outside of the United States…
  • Precious metals…
  • Certain collectibles (such as art)…
 
Clearly, these are major stores of wealth for you that can remain unknown to the outside world…

Some of them even offer a way to make your wealth portable and undetectable during travel…

But be warned: There is a wrong way and a right way to doing this.

Read on below to learn how to access the right know-how…
But you should understand that everything I write about comes from boots-on-the-ground experience. I'm not making recommendations based on research.
 
When I recommend a strategy, it's because I've done it myself.

I don't know everything about everywhere. I know a lot, but, more important, I know a lot of people in the offshore world who I trust...
 
I’ve put out an urgent call to my private rolodex...
 
More than two dozen of my closest and most trusted contacts will be joining me for an urgent and private meeting...
An all-in-one event that will help you:
Build lasting wealth…
Lower your taxes (legally)…
Protect your assets from seizures and lawyers…
Set up your estate and legacy plan…
And enjoy the most prosperous future possible…
Go offshore.

I’ve done it… thousands of my readers before you have done it.

And now you can do it too:
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Not only survive, but thrive and build wealth during the upcoming financial and political crises…
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Set up an iron-clad defense against future litigation, frivolous suits, or divorce actions…
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Drastically reduce your tax obligations or even live near-tax-free…
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Learn how to avoid the biggest and costliest tax mistakes… we’ll also show you the IRS forms you need to know to stay compliant when diversifying offshore…
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Discover the 5 easiest places to obtain offshore residency, often without having to even live there…
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Get to know the world’s best havens for bank privacy and legal offshore structures…
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Discover 3 ways to profit from the best international real estate opportunities…
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Learn the value of holding 3 different types of highly-valuable real assets offshore; these are stores of wealth that you do not need to report to the IRS…
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Learn the many benefits of incorporating and doing business offshore…
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Discover 6 easy ways to diversify safely outside the U.S. dollar and Wall Street to obtain a truly diversified portfolio (and never worry about a declining U.S. dollar again)…
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Rediscover the true privacy, the kind that existed in the United States 50 years ago…

Our Promise To You:

The Offshore Wealth Summit will give you the insights you need to set up your affairs so that you’ll thrive…

No matter what happens this year or any other year.

Over 3 days in a private setting, you’ll connect with the world’s foremost experts on protecting and building wealth…

You’ll get private access to every discussion, panel debate, and presentation, as well as direct access to all our experts…

All in one place where you can also meet and mingle with about 100 of your fellow readers.

We’re so confident that every attendee enjoys a 100% Money Back Satisfaction Guarantee.
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“It was like the light needed to walk in the dark”
“This seminar was an excellent complement to Live and Invest Overseas’ material (newsletters, documents). It helped to align my strategy in terms of investment.

“It was like the light needed to walk in the dark. Excellent quality of speakers and experts.”
–Sarto Beaumont, Canada

Warning: Limited Attendance

For 100 Forward-Thinking People Only

This Small Investment Of Time And Money

Will Make You
Smarter And Wealthier

And that’s a guarantee.

When you join me and my collected experts for my Offshore Wealth Summit, you’ll not only be handed a comprehensive roadmap to the offshore world…

…but we can also help you build your own personal plan tailored to your specific needs and lifestyle desires.
I’ve helped thousands of your fellow readers over the past decade…
Because of the focus on networking, as well as the sensitive information that will be shared, attendance for this event is strictly limited to 100 Live and Invest Overseas readers.

Opportunities for going offshore come in all shapes and sizes.

Generally, going offshore involves moving at least part of your assets, your business, your banking—or even yourself—to a safe haven…
When it comes to retiring overseas, we know that there’s no one-size-fits-all paradise. Everyone’s perfect haven is different. The same goes for investing and structuring your affairs offshore.

The questions and options are many. The good news is that you don’t have to try to wade through them by yourself…

We’re going to sit you down and explain exactly how you can avoid the coming crises in America and the rest of the world.

Even better, if you don’t want to live overseas, you do not need to do so…

These are strategies that every truly wealthy and powerful U.S.-residing citizen is already using.

Join us and I’ll show you how to join them…

You’ll learn how to diversify your assets across type, currency, and market, so that you’ll sleep soundly through the coming disasters on Wall Street, on Main Street, in Europe, and the rest of the world.

You’ll hear the simple ways to make it virtually impossible for anyone to seize your hard-earned money and property…

And you’ll discover your path to true independence, so that you and your family can prosper no matter what happens in the United States and beyond…

When we meet for the Offshore Wealth Summit, you’ll come away with an iron-clad system for keeping your assets safe…
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“Lots of good tips…”
“Very impressed with expertise of the presenters, so much breadth and depth. Great information on investment opportunities and asset protection. Lots of good tips…”
–Meribeth Dunsmoor, United States

Here’s How It Works
3 Simple Steps To Going Offshore…

After saving your spot for the Offshore Wealth Summit, you’ll get a welcome email from one of the ladies in our Events Team.

They will be your personal point of contact leading up to and during the event.

They’ll help you book your travel, and they’ll even help reserve your hotel room at an exclusive rate for attendees…

The event will start the morning of Oct. 15 in the private meeting rooms of this same hotel.

Every discussion will have time for Q&A, and we’ll have at least two networking breaks per day—complete with free snacks and drinks…

Of course, we’ll also have our famous open-bar cocktail party—no other Live and Invest Overseas event compares when it comes to networking and socializing…

Dozens of attendees have told me over the years that the candid conversations during these get-togethers are worth the price of admission alone.
Turn-key: Most of the investments on offer will require
no management or hassle on your part…

Everything is also recorded instantly, giving you on-demand capability as soon as a session is over…

We’ve packed a lot of value into these days, and I don’t want you to get bogged down in note taking—with everything recorded in real time, you’ll never miss a thing.

Finally, your attendance gets you free entry into our Networking Salon, which allows you to pick and choose the professionals and companies you need to accomplish your goals…

We’ll have on hand tax specialists, property pros, investment advisors, retirement consultants, legacy planning lawyers, offshore attorneys, and much more…

Over the course of the event, we’ll start with a broader view of your options and whittle that down into the specific and relevant options for you.

I could go into a lot of detail here… but to over-simplify, the event will take you through three simple steps:

  1. Review the offshore basics, covering the rules of the game for international diversification—there are right and wrong ways to doing this…

  2. Take a tour of the best offshore tactics available today. Everything revolves around protecting and building your wealth… but multiple options exist for each.

    From creating a complex set of structures with multiple beneficiaries to opening a simple offshore bank account, your options depend on you and your needs…

  3.  Pick and choose the best offshore options for YOU.

There’s no one-size-fits-all strategy…

Do you own a business?

Do you plan on living abroad—and part-time or full-time?

Do you have an eye toward your legacy and heirs?

Everyone’s situation is different, and the questions and considerations are many. My goal is to make sure you understand the best options for your goals and your wealth…

And, important, we’ll go over the options you don’t need.

Unlike what you’ll find with help elsewhere, we’re not trying to sell you structures and packages… just what works best for you.
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“You provide invaluable info
that is affordable”
“I was thrilled at the extent of the info available at the conference and so enjoyed many of the speakers. You folks are amazing! You provide invaluable info that is affordable and in a concise format, whereas I might normally need to be wealthy to be able to pay, and probably far more dearly, for great info, great investment opportunities, and great people to work with while being able to take care of my interests.”
–Kelly G., United States

Is This Stuff Even Legal?

It really is this simple:

Don’t pay a single penny more in taxes than you are required.

The IRS certainly will not tell you if you’ve overpaid…
More than a million people overpay every year at
least $1.4 billion in unclaimed cash.
In fact, more than a million people overpay every year, to the tune of at least $1.4 billion in unclaimed cash.

No, this isn’t a moral dilemma… it’s about following the law.

You see, there’s a big difference between tax evasion and tax avoidance.

Tax evasion will land you in jail…

Tax avoidance is just plain old smart.

You may have noticed Trump’s tax changes from his first term…

While he was required to tout the bill as a nod to the middle class, the truth is that the tax bill was an attempt to get businesses—and their profits—back into the United States where they can be taxed.

You’ll note here that the U.S. government could not force these companies to pay…

Keeping money overseas and out of reach of the taxman is completely legal.

In fact, the government had to come up with an irresistible deal just to lure these profits to where the IRS could get their cut…
Apple managed to avoid paying $12.5 billion in U.S. taxes
in just two years… legally.

Apple managed to avoid paying $12.5 billion in U.S. taxes in just two years. And, over a four-year period, they managed to shelter $40.4 billion in earnings. But, again, Apple did absolutely nothing wrong… it was entirely legal.

They owe it to their shareholders not to pay one penny more in taxes beyond what’s legally required. They’d be irresponsible to do otherwise.

And whether or not you agree with that statement, you shouldn’t pay one penny more than necessary either.

As long as you’re acting within the law, taking advantage of a strategy like this is absolutely a good thing.

A retired friend of mine—with an earned income of less than $50,000—uses the same idea to legally avoid taxes on every cent of his income. In fact, I use the same principles myself.

Unfortunately, most people think these strategies don’t apply to them… and end up paying far more in taxes than they need to.

My goal is to show you exactly how you can maximize your tax savings…

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START TAKING ADVANTAGE OF ALL
YOUR OPTIONS NOW
“The knowledge gained
was incredible!”
“The cost of the conference was more than paid for before the first break on the first day! The knowledge gained was incredible! Wonderful!”
–Ann Marie Lee, United States

Discover The Power Of
A Foreign Residency… Or Two

Obtaining residency in another country provides you with more flexibility and security than any strategy you can employ.

With a residency visa, you have full access to the local banking system, financial services, and equity markets. And often you can easily establish the overseas location as your “tax home”… a legal move that could save you thousands.

In many countries, there is no requirement that you actually live there to obtain residency…

And you only need to put in an appearance now and then to keep it current.

Another advantage is that residency usually leads to citizenship allowing you to obtain an all-important second passport… the ultimate back-up plan if things do get really nasty back home.

Earn Up To $260,000 Per Year, Tax-Free

As a U.S. person, the IRS will allow you to exclude up to $130,000 in earned income on your taxes if you live and work outside the United States. If you’re married, the figure doubles to $260,000.

For many people, this is the biggest tax benefit available… if you qualify.

We’ll show you how to do so this during the event.
And, most importantly, a foreign residency guarantees you another place you can call home… a place you’re always welcome should you want or need to go there.

This is the best in asset and litigation protection… and the more residencies you have the better.

At the Offshore Wealth Summit, my team and I will guide you to the best and easiest places for obtaining foreign residency and cover the pros and cons of each country.

Heck, we can even start the process for you during the event thanks to the professionals we’ll have on hand…
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JUST US TO GET STARTED ON YOUR BEST RESIDENCY OPTIONS
“It helped open doors…”
“I enjoyed all the presentations I was able to attend. It helped open doors to some issues that had never crossed my mind and educated me in areas where I had questions. It was a pleasure meeting people I had been reading and/or watching on websites. Thank you for holding these awesome conferences!”
–Sue R., United States

Be A King…
But Don’t Be An Elvis…

When the King of Rock and Roll died in August 1977, his estate was valued at more than $10 million.

Unfortunately, Elvis Presley’s will wound up going through probate, and it took three years for the lawyers to work things out in court. Finally, the court ruled that the estate should pass to his only child, Lisa Marie.
But Lisa Marie Presley didn’t get the $10 million. Between taxes and legal fees, Elvis’s estate was reduced to just $3 million.

Yes: 70% went straight to the taxman and the lawyers, while his daughter was left with just 30 cents on the dollar.

Another king, however, was the Oil King, H.L. Hunt.

His story has a far-different ending…

Just prior to his death in 1974, Hunt’s net worth was an estimated at $2 billion… that’s more than $12 billion in today’s dollars.
This king was better prepared. He had carefully distributed his assets into all sorts of legal structures—funds, trusts, life insurance… you name it.

After his death, the only asset that could be linked to H.L. Hunt was a pick-up truck worth $2,000—hardly worthy of a courtroom battle.

His fortune remained intact, and his heirs received everything he wanted them to…

Frankly, this tale of two kings reflects your two estate-planning options:

Protect it or give much of it away.

The moral of the story? Only you have control over your wealth.

You—not the government, creditors, litigants, or the banks—get to decide what happens to your assets, now and in the future.

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THE OFFSHORE WEALTH SUMMIT
WILL SHOW YOU HOW.
“Some really interesting opportunities”
“Good exposure to some really interesting opportunities for investment and income outside of the United States.”
—Joe S., United States

Experience It Live…

Then Get Lifetime Access

To ALL Of The Information

Your registration today gets you more than just interactive access to the event, our experts, and all of their insights…

We’ll be video recording everything…

Every data sheet, every checklist, every discussion, every panel debate, and every bit of information.

Once the event ends, we’ll edit, organize, and package it all into a high-definition video program that you can download or access whenever and from wherever you want.

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“It exceeded all my expectations”
“I enjoyed this seminar very much. I don’t know how you got so many knowledgeable people in one place. It exceeded all my expectations.”
–V.R.., United States

It’s Your Choice…
Only You Can Make Sure That
You’re Not Left Penniless And Powerless

As of 2025, it is now easier and cheaper than ever before to avail of the same wealth strategies as the rich and powerful…

Unfortunately, a series of upcoming events could leave you penniless and powerless within the next 10 years…

A pumped-up stock market—poised for a correction…

A bubbling property market—of which about 25% of all buyers are speculators…

A currency that’s weaker than it’s been in 50 years…

An irreversible price hike on everything from groceries to rent—that’s bringing middle class Americans to their knees…

And now we have multiple generations of Americans who reject capitalism, patriotism, and all the values that made the United States the world’s best place to live.

The future for America—and anyone reliant on it—is in danger.

Join us this year, and we’ll go over all the ways to protect yourself…

And to ensure that you’ll thrive no matter what happens in America or anywhere else in the world.

I look forward to speaking with you about all of this and more at the Offshore Wealth Summit…
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“A team we can trust”
“I enjoyed this seminar very much. I don’t know how you got so many knowledgeable people in one place. It exceeded all my expectations.”
—Sandy Farwell, United States

Your Satisfaction
Is Guaranteed—Period

What you’ll experience during the Offshore Wealth Summit could forever change your life for the better…

In fact, that’s a promise.

As a skeptic myself, I understand you might find that hard to believe…

So your registration comes with my 100% Money-Back Satisfaction Guarantee.

Yes… that’s how confident I am that we can help you figure out how to thrive in the face of recessions, crashes, corrections, pandemics, and virtually any other crisis the world throws at us.
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Sincerely,
Lief Simon
Co-Founder, Live And Invest Overseas
P.S. I began protecting myself against times like this nearly 30 years ago.

Back then, my AOL subscription was useless for the research I needed, and I had to get by on books of stamps and a library card.

In other words, it wasn’t easy when I started…

Indeed, it didn’t take long to realize why it was mostly the rich and powerful—with their armies of trained assistants and expensive networks of experts—that were using these offshore methods for protection and profit.

But I never relented… I spent months of time and thousands of dollars on research and travel. Unsurprisingly, I made plenty of mistakes in the early days…

It took years, but I learned from those blunders, I developed an impressive network of experts of my own, and, eventually, I learned how to make a lot of money.

Of course, a key to making money is making sure you’re not losing it…

And that’s where this “going offshore” thing really shines…

The hard work I did in those early years—and all that time and money I spent—ended up saving me a fortune… two fortunes, actually…

You see, thanks to my offshore plan, I easily sidestepped two of the biggest wealth destroyers of our modern time…

The 2000 Dotcom Crash and the 2008 Financial Crisis.

You know as well as I do that each of those events devastated millions of retirement plans across the country… it forced a lot folks out of retirement… and many more out of their homes.

Similarly, I thrived during the COVID pandemic as well—and I’m not talking about the one offshore investment I made that has since doubled in value…

No, instead, thanks to the “mobility assets” I’ve acquired—foreign residency visas and a second passport—I was able to avoid travel bans and visit multiple places outside the U.S…. from the beaches in Latin America to cosmopolitan cities in Europe.

Indeed, this is about more than just protecting yourself…

It’s about more than making money and cutting your taxes…

This is about gaining true freedom.

The freedom to travel… to live your life free from tyranny… and to enjoy the best this beautiful world of ours has to offer.

So, whether you’re looking to avoid what’s coming down the tracks… to set up a Plan B—just in case… or to internationalize your life for maximum fun and profit…

The Offshore Wealth Summit is the answer.

And that’s a promise backed by my 100% Money Back Satisfaction Guarantee.
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“Down to earth presentation”
“Informative discussions delivered in a down to earth presentation of some complex discussions”
—John Chiappolini, United States

Frequently Asked Questions

  • If you trust Congress and Wall Street bankers with your future, we advise you to look elsewhere.

    If you don’t, you’ll be among friends…

    We guarantee that we’ll do our best to help you take advantage of all the options and opportunities in the world—to claim the things that everyone wants:

    Freedom. Confidence. Control. Independence. Protection. Prosperity.

    Obtaining each and every one of these things is our goal for all attendees who join us at the Offshore Wealth Summit.

    And not only will you learn the methods and strategies to do that...

    We can also help you build your own wealth blueprint, tailored to your specific needs, lifestyle, and goals—all while building a powerful personal network of shakers and movers. And that’s a promise backed by our 100% Money-Back Satisfaction Guarantee.

  • First and foremost, wealth is not the only asset we want to grow and protect…

    Part of the American Dream is to enjoy freedom, happiness, and opportunity… to have the ability to pursue your own path and goals, and free from any tyranny that would invade your privacy and prosperity.

    The Offshore Wealth Summit will show you how to virtually ensure these things—and to do them in places where you’re wanted and welcomed… and where your own decisions decide how you thrive.

    That all means you do not need to be wealthy to benefit.

    However, practically speaking, many of the tactics you’ll learn do not require a lot of money…

    Opening an offshore bank account or setting up a corporation to protect yourself from litigation, for instance, can require just a few hundred dollars. And a quality VPN to enhance your privacy can cost a fraction of your Netflix subscription.

    Even better, aside from the wealth-creation opportunities, you’ll learn about certain places abroad that are actually competing with other countries to welcome you and other North Americans. These are places that boast costs of living under $2,000 a month… meaning if you’re not wealthy at home, you may in fact become so by default relative to your new neighbors.

    This is a core concept of going offshore: Going where the rules are in your favor—in places where you’re treated best.

    Part of the discussion during the Offshore Wealth Summit will focus on these places that offer exceptional opportunities in lifestyle, taxes, privacy, and investment.

  • We’ll be meeting in Panama, one of the world’s top tax havens.

    Specifically, we’ll be in Panama City, right down the street from Live And Invest Overseas’ main offices, as well as the city home of Lief Simon.

    The Offshore Wealth Summit will be hosted within the Hotel Las Americas Golden Tower, located a short walk from the city’s coastal park, the Cinta Costera.

    We’ve negotiated an exclusively discounted nightly rate for our attendees that also includes free breakfast and wifi.

    Keep in mind that you must book through our Events Team to get the deal (they’ll help you every step of the way). Furthermore, only a block of rooms is available at the discounted rate, so be sure to book your room ASAP.

    Our Events Team is also happy to suggest other hotels for different needs, tastes, and budgets.

    Click here for more hotel and travel information.

    You can also contact us at offshoreSummit@LiveAndInvestOverseas.Com, or toll free from North America at 1-888-627-8834 (or 1-443-599-1221) to ask your questions and to make your reservation.

  • The Offshore Wealth Summit features 2.5 days (3 days for Elite Access) of activities taking place over Wednesday, Thursday, and Friday, Oct. 15-17, 2025.

    We start early every morning around 8:00 a.m., so we strongly suggest staying in our venue hotel so that you have plenty of time to enjoy free breakfast, while mingling with the other attendees and our experts.

    Each day ends between 6:00 – 7:00 p.m. We host our open-bar cocktail party (no dress code required) at the end of the first day, and every day features two free snack and refreshment breaks—one in the morning and one in the afternoon—as well as a lunch break of around 90 minutes. Often certain presenters provide free lunch or dinner during private sessions.

    Please note that speakers and schedule may be subject to change.And remember that every session is recorded and available for on-demand playback… so you’ll never miss anything.

    Final note: Be sure to speak with our Events Team prior to booking your flight. The optional Elite Access Program (limited availability) includes an extra half day of expert sessions on Friday, Oct. 17, and two tours on Saturday, Oct. 18 (the day after the event).

    Furthermore, our team can help you plan your adventure in Panama if you intend to travel on your own for scouting or relaxation.

  • A 100% Money-Back, Satisfaction Guarantee is in place.

    We guarantee that you’ll enjoy the Offshore Wealth Summit… and that includes proper support from our Events Team, from the moment you register to the last day of the event.

    If you are disappointed in any way, you can request a full refund as long as you attend the first day and make the request, in person or in writing, before the second day of the event begins. Full credit toward other Live And Invest Overseas events or publications will be provided past this deadline.

    As far as cancellations, you must notify us in writing. For cancellations received more than 30 days before the start of the event, we will return your payment, minus a $250 administration fee per person. For cancellations made less than 30 days before the start date of the event, the conference fee is nonrefundable.

    Please note that any amount not refunded can be used as a credit towards other Live And Invest Overseas conferences and products. Credits need to be used within 24 months after cancelling attendance for the initial event.

  • Yes! The Early Bird Discount is currently available…

    That saves you $300—the biggest savings we’ve ever offered for this event.

    You’ll get complete and interactive access to all three days of the event, including the recorded coverage of everything, for only $1,095 $795. And you can bring a second person for only $300 more.

    Better yet, this discounted fee includes the open-bar cocktail party, daily snacks & coffee breaks, and the complete on-demand program featuring high-video recordings of everything once the event is over.

    Furthermore, some subscribers and members of Live And Invest Overseas services may qualify for a discount of $50-100 off, while All Access Pass members get free access.

    If you are a subscriber, you will see a message on the registration page alerting you of your discount…

    If you’re a member of any of these, please get in touch directly by email here.

    You can also call us, toll-free from North America, at 1-888-627-8834… or, internationally, at 1-443-599-1221.

  • Yes! Osvaldo and the rest of our Panama-based Events Team would love to hear from you…

    Our team can help you every step of the way.

    They can find an answer to every question you have about the event, including the discounts for which you qualify…

    They can tell you about the hotel, and everything you’d ever need to know about Panama, from tipping culture to what to wear…

    They can also help book your exclusive nightly rate at the venue hotel, and they can suggest nearby alternatives as well as restaurants and stores to check out…

    Finally, our Events Team is full of travel pros—they can help you finds the best airfare to Panama City, no matter where you’re flying in from.

    Get in touch now! Send us an email or call us, toll-free from North America, at 1-888-627-8834... or, elsewhere, at 1-443-599-1221.

Here’s what past attendees at the Offshore Wealth Summits have had to say…

"This seminar was an excellent complement to Live and Invest Overseas’ material (newsletters, documents). It helped to align my strategy in terms of investment. It was like the light needed to walk in the dark.
Excellent quality of speakers and experts."
--Sarto Beaumont, Canada
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"The cost of the conference was more than paid for before the first break on the first day! The knowledge gained was incredible! Wonderful!"
--Ann Marie Lee, United States
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"As with the previous [Live and Invest Overseas] conferences I have attended, it was well organized and provided participants with loads of valuable information as well as the opportunity to interact with both the presenters and the other attendees. The three days were fast-paced, information-packed, and thoroughly exhausting for the attendees as well as, I'm sure, for the organizers. So, thanks for all you do so well, it's much appreciated."
--Mike G, United States
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“The quality of the event was excellent. I am glad I did not delay.”
--Carlos R., United States
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"I enjoyed all the presentations I was able to attend. It helped open doors to some issues that had never crossed my mind and educated me in areas where I had questions. It was a pleasure meeting people I had been reading and/or watching on websites. Thank you for holding these awesome conferences!"
 --Sue R., United States 
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"In personal conversation with several presenters, I was received with warmth and receptivity to my more basic, simplistic questions."
--Esther Johnson, United States
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 “Good exposure to some really interesting opportunities for investment and income outside of the United States.” 
 --Joe S., United States 
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"Attending sessions and being able to visit with speakers on a one-to-one basis was wonderful."
 --James C., United States 
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 “I enjoyed this seminar very much. I don't know how you got so many knowledgeable people in one place. It exceeded all my expectations.” 
--V.R., United States
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Reach us with questions and comments at CustomerService@liveandinvestoverseas.com 
or by phone, toll-free from the United States, at 1-888-627-8834.
Copyright © 2008-2025 Live and Invest Overseas, Founding Publisher Kathleen Peddicord
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