Passive Investor Event

CITY OF HURST CONFERENCE CENTER

SEPTEMBER 8-9, 2023

EVENT PURPOSE

This collaborative event is designed to empower investors to accelerate and optimize their wealth growth for their lifestyle, family, and impact on the world. Attendees will benefit from the insight, strategy, investments, trusted professionals, and connections with successful peers.

Every participant will get a custom wealth plan for their goals.

EVENT ORGANIZERS

Kim & Matt Bays

Keith Blackborg

Jonathan Wield

Introduction

Join us for an exciting two-day event on September 8th-9th, 2023 at the Hurst Convention Center (10 minutes west of the DFW Airport) filled with learning, networking, and strategizing. This event is designed for individuals who are looking to build wealth through passive investment strategies, and gain the knowledge and skills needed to take their portfolios to the next level.

Whether you’re a seasoned investor or just starting out, you’ll leave this event with a better understanding of the best passive investment strategies, and the tools you need to achieve work optional.

Insightful, Connection-Filled

Pre-Event Webinars

More than a Two Day Event

Our interactive Zoom Experiences provide an early start on your Wealth and Tax Strategy. You’ll benefit from investments deals, group due diligence, expert insight, and virtually connections to successful peers.

Our upcoming webinar dates and topics include:

Thursday, June 15th, 2023, at noon – Advanced Tax Strategy for Business Owners and Passive Investors
Thursday, July 20th, 2023, at noon – Discounted Rollovers – moving money from a Traditional to ROTH account at a 20-80% discount
Thursday, August 3rd, 2023, at noon – to be announced
Thursday, August 17th, 2023, at noon – Strategic Wealth Plan Prep.

*Additional topics, webinar dates and investment opportunities may be added or changed. **All times are in Central Standard Time

Action-Packed, Strategic Insight

EVENT SCHEDULE

With Genuine & Generous People

Personalized Wealth Plan: Build a plan, under our guidance, with your goals, strategy, investment focus, deal options, entity selection, and support from our trusted network
Portfolio Strategy Game: Understand how to build an investment portfolio aligned with your personality through a fun & interactive game with your new friends
Market Insight: Discover how to navigate your wealth through today’s uncertain market
Deal Shares: Select from our best curated, community-sourced investments
Warm Introductions: Connect with attendees selected for you. The people are the best part
Mastermind: Get matched to a group of successful peers for guidance & support
Trusted Network: Introductions at event to professionals we’ve personally worked with before
Breakout Sessions: Go deep on the topics and relationships that help you most

*Agenda and topics are subject to change.

Learn from the Best

SPEAKERS

Passionate about their Niche

Are there really passionate speakers about tax strategy? Yep!

Our speakers love sharing their deep experienced filled knowledge so you can learn from their best strategies and failures.

We address beginner and advanced topics to meet you where you’re at. We break it down at a level simple enough for a new investor to understand and sophisticated enough for an experienced investor to benefit.

Periodically check in to see which new exiting speakers we’ve added!

TODAY

to benefit from special access to pre-event webinars and education. Beginning in May, we will host monthly webinars providing education, resources, and investment opportunities. Buy your ticket today to start benefiting!

EVENT VENUE

City of Hurst Conference Center
1601 Campus Dr, Hurst, TX 76054, US