2023 Agenda

Event Schedule

Friday, September 8


TIMESESSION


8:00 AM – 9:00 AM - Registration Opens with Coffee & Pastries for Executive Ticket Holders

Mix and mingle with peers after registering and grabbing your swag bag.


8:00 AM – 9:00 AM - Hearty Breakfast in VIP Lounge for VIP Ticket Holders

Enjoy a hearty breakfast while connecting with peers and speakers.


9:00 AM – 12:00 PM - Morning Sessions

State of the Market - Clarity and opportunities for today's economy

Economic Outlook Panel - Insight into the market for business, real estate, crypto, & other private investments.

Wealth Plan - Choose a growth path: cash- flow, equity, & tax advantages

Investor Scorecard & Wealth Plan - Choose a growth path and focus to build your strategic wealth roadmap.

Investor Case Study - Strategies & insight from experienced investors


Mastermind with Peers - Join a small group of like- minded people to share and strategize on your wealth plan


12:00 PM – 1:00 PM - Lunch for All

Enjoy a delicious hot lunch buffet. You may choose to join a lunch table discussing a topic of interest.


1:00 PM – 5:00 PM - Afternoon Sessions

IRA Financial - Adam Bergman on best tax shelters for passive investors

Lightening Insight Shares - The best insight an expert can share in 5 minutes


2:40 PM – 2:40 PM - Breakout Room Session Round 1


- Choose 1 of the following breakout sessions:

Kim Bays with Exponential Property Group on how commercial real estate is valued and ways to create value

Jonathan Wield with Unbridled Wealth on investing in and growing businesses

Adam Bergman with IRA Financial Group on tax savings methods and the alternative investments available with Solo 401k’s, IRA LLC’s, ROBS, etc

Todd Johnson with Avodah Capital


3:40 PM – 3:40 PM - Breakout Room Session Round 2


- Choose 1 of the following breakout sessions:

Derek Bechtell with He Gets Us and Lane Kipp with All Access International jointly present on "How to Setup an Effective Giving Strategy." Define your giving mission statement, identify your giving metrics, and find your giving partners. Write out and manage your giving portfolio."

Jason Sharp with CapX Ventures on leveraging multiple income streams with Oil and gas investments

Chihiro Kurokawa with ZT Corporate shares Recession- resistant Investments: beyond real estate to businesses that cash- flow

Scott Ellsworth shares Discounted Rollovers to roll money from a Traditional IRA or 401K to ROTH at a 20- 80% Discount


Mastermind with Peers - Join a small group of like- minded people to share, support, & encourage


5:00 PM – 6:00 PM - Happy Hour for All

Connect with your peers while enjoying a beverage of your choice.


6:30 PM – 8:30 PM - VIP Dinner & Connection for VIP Ticketholders

Location: Hurst Convention Center

A night filled with delicious food, wine, connections, and an impact- focused message to help you connect meaningfully with successful peers.

Saturday, September 9


TIMESESSION

8:00 AM – 9:00 AM - Registration Opens with Coffee & Pastries for Executive Ticket Holders

Mix and mingle with peers before we start.


8:00 AM – 9:00 AM - Hearty Breakfast in VIP Lounge for VIP Ticket Holders

Enjoy a hearty breakfast while connecting with peers and speakers.


9:00 AM – 12:00 PM - Morning Sessions

Real Estate Panel - Identify the best deals in commercial real estate

Investor Panel - Strongest asset classes for the next 10 years

Parent Panel - Creative ways to teach kids about money and investing

Crypto Panel - Outlook, Opportunities, & Ownership

"Guaranteed Retirement" - A case study showing how to combine insurance and alternative investments into a unique investment vehicle


12:00 PM – 1:00 PM - Lunch for All

Enjoy a delicious hot lunch buffet. You may choose to join a lunch table discussing a topic of interest.


1:00 PM – 5:00 PM - Afternoon Sessions

Lightning Deal Shares - Deals you can invest in today

Putting it All Together - Solidify your next right action steps to optimize wealth growth


2:40 PM – 2:40 PM - Breakout Sessions

 - Choose 1 of the following breakout sessions:

Jacob Amezcua with Motel to Apartments shares Blue Ocean Opportunities: Finding a niche strategy and staying laser- focused.

Jeff Redd, CPA, shares Advanced Tax Strategies for Investors.

Gregory Treate an attorney with Avalon Consulting, shares the value of recognizing IP in your business and family for legal, tax & impact benefits across multiple generations.

Keith Blackborg with Financial Journey shares “Money, Monkeys & Dice” – learn how to build your investment portfolio by playing this popular game with real- world implications. Remain in the main ballroom.


Mastermind with Peers - Join a small group of like- minded people to collaborate on your wealth plan.

Ask / Give - An opportunity for mutual sharing of relationships and resources