A Private Session • With Eunicia Peret • By Application
The Integrated Life of Wealth
You build the income. This is the hour it becomes wealth.
A strategy not available to the public
Thursday, June 18th, 2026
9:30 AM PT • 12:30 PM ET • 60 minutes live
BY APPLICATION ONLY
A teaching session, not a pitch. The room is kept intentionally small, and each application is personally curated.
Led by a strategist who advised the Fortune 500
10+
Years advising Fortune 500 leaders
7-50X+
Return realized by Members.
98%
Member retention after year one
$3-50M
Company revenue of the owners in the room
Excelstra members include business owners in health care, professional services, technology, and construction, each navigating the same integration challenge from a different industry.
Your Host • Eunicia Peret
ROLE
Founder, Excelstra • Wealth Integrator
BIO
Eunicia spent more than a decade advising Fortune 500 CEOs and CFOs before building the system she now uses to add 30 to 50% to her members' bottom line.
She brings tax investments and exit strategy onto one plan so each part of your financial life pulls in the same direction the way lasting wealth is quietly built.
In this session, she shares the strategies that compound that wealth so you can put them to work in your own.
Co - Host • Dr. Susie Carder
ROLE
Fractional COO • Author • Speaker
BIO
Dr. Susie Carder is the profit coach CEOs call when they’re done playing small.
She has built 10 multimillion-dollar businesses, lost it all, got it back, and turned every scar into a system. She is a real estate investor, speaker, and the author of Power Your Profits with Simon & Schuster.
Disney and Verizon have brought her in to do what she does best: follow the money and build the structure that makes it grow.
Today, Dr. Susie serves as a fractional COO for service-based entrepreneurs doing $1M to $20M, helping them get out of the fancy job they’ve built and into a real, profitable business.
Because math is money, money is fun, and wealth is their birthright.
You Mastered Earning. Now Master Keeping & Multiplying
You built a company doing 3 million, 10 million, perhaps north of 30 million. By the measures that matter, you have arrived. Now, imagine the same precision you brought to earning, brought to what happens after the income comes in.
High income and lasting wealth are two different disciplines. You have mastered the first. Second is the design by which income becomes wealth, kept within intention, protected, and multiplied across your full financial life. It rewards the owner who learned it early, and over a lifetime it is measured in millions kept.
In 60 minutes, Eunicia Peret walks you through the design itself, the same structure she builds for the members she advises, made clear enough to put to work.
This Briefing is Designed for
A room built around a particular kind of owner
• Business owners doing three million to fifty million who sense there is a higher altitude available to them.
• Leaders who have assembled a financial team and suspect the pieces are not yet working as one.
• Those who value integration and independence: strategy is designed around their life, not around products.
• Spouses and partners who see the full picture at home and want to see it reflected in the financial plan.
What You Will Leave With
Six moves that turn your income into lasting wealth.
1. The difference between tax filing and tax architecture. Intentional structures have preserved six and seven figures for business owners whose financial lives are fully integrated.
2. Where Integrated Wealth Strategies place capital with purpose and why alignment across your full financial picture often creates more meaningful outcomes than any single vehicle alone.
3. A capital design approach that puts the same dollar to work in two places at once. It becomes available through relationships built on independence and integration.
4. Exit architecture that has added two million to ten million plus in value for business owners who designed their transition long before it became imminent by aligning every dimension around their goals, their family, and their next chapter.
5. Have a coordinated advisory team: your CPA, your attorney, investment advisor, and exit strategist working from one integrated plan. This creates compounding opportunities that emerge when every professional sees the whole.
6. A framework for understanding whether your financial life is working as an integrated whole and what shifts when every dimension is connected.
Member Voice
• • •
I walked in thinking I had a good financial plan. I walked out realizing I had pieces of one. What Eunicia showed me in
60 minutes changed how I think about all of it.
Business Owner • 12M Revenue
Apply For Your Seat
For those ready to see what becomes possible when wealth is made whole
By Application
Live on Thursday, June 18th, 2026, at 9:30 a.m. Pacific Time. (12:30 p.m ET)
Sixty minutes with Eunicia. Come ready to sit with one question.
Where do you sense the most untapped potential in your financial life?
She answers live.
This briefing is limited to 25 seats to ensure depth of conversation
Attending with your spouse or partner? Both seats are welcome.
The conversations that shape wealth are often the ones that happen at home first.
Applications are reviewed personally. You will hear back within 24 hours.
Following the briefing, a select number of attendees will be invited to a private conversation
with Eunicia to explore what integration could look like for their situation