FREE LIVE VIRTUAL EVENT: ROB GILL/EPIC FINANCIAL STRATEGIES
 LIVE OCTOBER 19TH 2023 | 5PM PT / 6PM MT / 7PM CT / 8PM ET >>> CLICK HERE TO SIGN UP

VIRTUAL ZOOM WORKSHOP | Thursday, March 26th @ 2PM-4PM ET

VIRTUAL ZOOM WORKSHOP | Thursday, March 26th @ 2PM-4PM ET

EPIC Wealth & Tax Strategy

EPIC Wealth & Tax Strategy

Summit 2026

Summit 2026

Wealth Building From the Inside Out

Wealth Building From the Inside Out

Wealth is built long before the numbers show it.

Income matters. So does health. So does mindset, decision-making, and how consistently you show up.

This 2-hour event is about understanding how all of it connects, before the numbers, before the tax bill, and before the pressure hits.

We’ll be sharing real strategies around:
  • Cash Flow Banking
  • Tax minimization
  • Long-term wealth control
If you earn a high income, own assets, or plan to, this is where clarity replaces guesswork.

⬇ RESERVE YOUR SPOT HERE ⬇

⬇ RESERVE YOUR SPOT HERE ⬇

First Name:
Last Name:
Email:
Phone Number:

*I understand that by completing this form I will be contacted by a member from the EPIC Financial Strategies Team and added to the EPIC Financial Strategies newsletter. Your information will never be sold or shared with a 3rd party.

VIRTUAL ZOOM WORKSHOP | Thursday, March 26th

VIRTUAL ZOOM WORKSHOP | Thursday, March 26th

What This Event Is About

Wealth is not one decision. It’s a system.

  • Cash flow.
  • ​Taxes.
  • ​Health.
  • ​Mindset.
  • ​Emotional bandwidth.

This event connects the pieces most people keep separate.

This event connects the pieces most people keep separate.

You’ll learn how money decisions improve when your health is strong. Why emotional patterns affect income and follow-through. How cash flow control creates space to make better choices.

Cash Flow Banking and tax strategy are core pillars, but they’re part of a bigger wealth equation.

Wealth Topics

Cash Flow Banking Fundamentals

  • How liquidity can be created without staying exposed to market swings
  • How capital can be accessed without selling assets or disrupting long-term plans

Critical Tax Strategies
for 2025–2026

  • What tax strategies still exist after the year has closed
  • How proactive planning shapes future tax outcomes before filings happen

Wealth Positioning 
for the Next Cycle

  • Why waiting often costs more than taking informed action
  • How cash flow, taxes, and control work together as one system

LIVE EVENT Format

This is not a lecture. It’s an interview-style experience.
Rob Gill will be on stage walking through real conversations with experts across taxes, wealth building, health & mindset, and how these pillars work together in building your financial strategy.

Attend our live Zoom workshop on March 26th and learn how to apply these strategies for your wealth plan. 

Who This Event Is For

  • Professionals and business owners
  • High earners who feel stretched or capped and want to know the secrets the wealthy are utilizing now
  • ​Anyone ready to strengthen the full system behind their financial results

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 

DONT MISS OUT!

SAVE YOUR VIRTUAL SPOT NOW!

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Meet Your Speakers

Robert Gill

CEO and Founder, EPIC Financial Strategies LLC
Rob focuses on guiding the conversation around wealth, cash flow, and long-term financial positioning. He helps entrepreneurs move beyond chasing income and begin building durable, strategic financial structures.

Dr. Veera Gupta

Award-winning Chiropractic Sports Physician, High-Performance Strategist
Dr. Veera teaches the powerful connection between health and wealth, showing how physical vitality directly impacts performance, decision-making, and long-term success. Her goal is to help high achievers understand that sustainable wealth begins with a strong body and focused mind.

Nik Argarkar

Owner, Managing Member at Crowne Point Tax & Wealth Counsel
Nik works as a Tax Attorney, which allows him to provide legal tax advice beyond what a traditional "accountant" can offer. His system emphasizes legal advanced tax strategy, wealth building, and generational planning to help entrepreneurs and investors keep more of what they earn. He is on a mission to reframe taxes from a yearly obligation into a powerful wealth-building tool.

Dr. Frank Dos Santos

DO, MPH at AgeWell Medicine & Aesthetics in Bedminster, NJ
Dr. Frank focuses on taking Quantum Physics (identity, energy, internal alignment) & Newtonian Physics (the execution, biology, measurable output) to help patients achieve maximum potential. He's on a missing to help people avoid burnout and start manifesting goals with measurable results. 

SURPRISE GUEST SPEAKER

Join us on March 26th for our Surprise Guest Speaker! 

More details coming soon!

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











What This Event Is About

Wealth is not one decision. It’s a system.

  • Cash flow.
  • ​Taxes.
  • ​Health.
  • ​Mindset.
  • ​Emotional bandwidth.

This event connects the pieces most people keep separate.

This event connects the pieces most people keep separate.

You’ll learn how money decisions improve when your health is strong.

Why emotional patterns affect income and follow-through.

How cash flow control creates space to make better choices.

Cash Flow Banking and tax strategy are core pillars, but they’re part of a bigger wealth equation.

Wealth Topics

Cash Flow Banking Fundamentals

  • How liquidity can be created without staying exposed to market swings
  • How capital can be accessed without selling assets or disrupting long-term plans

Critical Tax Strategies
for 2025–2026

  • What tax strategies still exist after the year has closed
  • How proactive planning shapes future tax outcomes before filings happen

Wealth Positioning 
for the Next Cycle

  • Why waiting often costs more than taking informed action
  • How cash flow, taxes, and control work together as one system

LIVE EVENT Format

This is not a lecture. 
It’s an interview-style experience.
Rob Gill will be on stage walking through real conversations with experts across taxes, wealth building, health & mindset, and how these pillars work together in building your financial strategy.

Attend our live virtual workshop and learn how to apply these strategies for your wealth plan. 

Who This Event Is For

  • Professionals and business owners
  • High earners who feel stretched or capped and want to know the secrets the wealthy are utilizing now
  • ​Anyone ready to strengthen the full system behind their financial results

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 

Meet Your Speakers

Robert Gill

CEO and Founder of
EPIC Financial Strategies LLC
Rob focuses on guiding the conversation around wealth, cash flow, and long-term financial positioning. He helps entrepreneurs move beyond chasing income and begin building durable, strategic financial structures.

dr. Veera Gupta

Award-winning Chiropractic Sports Physician, High-Performance Strategist
Dr. Veera teaches the powerful connection between health and wealth, showing how physical vitality directly impacts performance, decision-making, and long-term success. Her goal is to help high achievers understand that sustainable wealth begins with a strong body and focused mind.

Nik Argarkar

Owner, Managing Member at Crowne Point Tax & Wealth Counsel
Nik works as a Tax Attorney, which allows him to provide legal tax advice beyond what a traditional "accountant" can offer. His system emphasizes legal advanced tax strategy, wealth building, and generational planning to help entrepreneurs and investors keep more of what they earn. He is on a mission to reframe taxes from a yearly obligation into a powerful wealth-building tool.

Dr. Frank Dos Santos

DO, MPH at AgeWell Medicine & Aesthetics in Bedminster, NJ
Dr. Frank focuses on taking Quantum Physics (identity, energy, internal alignment) & Newtonian Physics (the execution, biology, measurable output) to help patients achieve maximum potential. He's on a missing to help people avoid burnout and start manifesting goals with measurable results. 

Richard Dolan

[Insert Title Here]
[INSERT TOPIC HERE]

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











Reserve Your Spot

LIVE VIRTUAL WORKSHOP | Thursday, March 26th @ 2PM-4PM ET

Space is limited and not guaranteed to remain open. Save your spot today. 

Reserve Your Spot

VIRTUAL ZOOM WORKSHOP | Thursday, March 26th @ 2PM-4PM ET

Space is limited and not guaranteed to remain open. Save your seat today. 

EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC FINANCIAL STRATEGIES 
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
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