Day 1: Thursday,
October 23rd
Day 1: Thursday,
October 23rd
Accredited Investors
Accredited Investors
Accredited Investors connect everything they need in one place to move them forward in their “Wealth Business” for a year.
We integrate Strategy, Planning, Investment, Professionals, & Peer Mastermind.
Level up with key market insights, high ROI investor strategies, and peer connections designed to sharpen your financial edge.
Explore real-world investment opportunities through case studies, engage in peer mastermind groups, and discover high-impact Insight Shares that deliver actionable takeaways.
Accredited Investors connect everything they need in one place to move them forward in their “Wealth Business” for a year.
We integrate Strategy, Planning, Investment, Professionals, & Peer Mastermind.
Level up with key market insights, high ROI investor strategies, and peer connections designed to sharpen your financial edge.
Explore real-world investment opportunities through case studies, engage in peer mastermind groups, and discover high-impact Insight Shares that deliver actionable takeaways.
Accredited Investors connect everything they need in one place to move them forward in their “Wealth Business” for a year.
We integrate Strategy, Planning, Investment, Professionals, & Peer Mastermind.
Level up with key market insights, high ROI investor strategies, and peer connections designed to sharpen your financial edge.
Explore real-world investment opportunities through case studies, engage in peer mastermind groups, and discover high-impact Insight Shares that deliver actionable takeaways.
Registration Opens at 7:30 AM
8:00 AM – 9:00 AM
Coffee & Pastries for All
Hot Breakfast for VIP Ticket Holders
Optional Devotional led by Michael Armstrong with Corporate Chaplains of America
9:00 AM – 12:00 PM
Morning Sessions
State of the Market and Wealth Building Opportunities with Keith Blackborg
Investor Wealth Plan with Keith Blackborg
Investor Case Studies – Their Journey to Work-Optional
Mini Mastermind Groups – Wealth Strategy with Peers
12:00 PM – 1:00 PM Hot Lunch Buffet
Sponsors host table topics
1:00 PM – 5:00 PM
Afternoon Sessions
Creating Predictable, Recession-Proof Cash Flow with Self-Storage & Small Bay Industrial Business Parks with Garland Benton
Quick Insight Shares – 3-5 Minute Mini TED Talks
Breakout Session 1:
1. Navigating Real Estate in Today’s Market with Garland Benton
2. How a $2,000 Roth IRA Became $5 Billion with Dana Udumalla
3. Sell a Business with The Vant Group
4. Tax Strategy and Discounted Rollovers with Gabe Hogan, JD LLM
Breakout Session 2:
1. Protecting and Generating Wealth: Getting Your Legal and Financial House Set Up for Success with Arati Bhattacharya
2. Opportunity Zone Wizardry with Gerry Reihsen
3. Preparing for a Business Sale with Chihiro Kurokawa
4. Discounted Rollover Deal with Chuck Lanza
Lightning Investment Shares
5:00 PM – 6:00 PM
Happy Hour
6:30 PM – 8:30 PM
Connection Dinner for VIP Ticket Holders with Guest Speaker, Cody Shirk
(Gold and Platinum Sponsors welcome. Bronze and Silver Sponsors can upgrade to attend.)
Day 2: Friday,
October 24th
Virtual Family Offices & Financial Journey Members
Virtual Family Offices (VFO’s) connect with the best available publicly-traded and private investment ideas, managers, and opportunities.
With unbiased due diligence critique built into the day, you’ll walk away with actionable opportunities and new relationships.
Expect to challenge investment norms with the “Oscars of Investment Creativity” through “out of the box” stock strategies, all publicly traded and actionable.
Virtual Family Offices (VFO’s) connect with the best available publicly-traded and private investment ideas, managers, and opportunities.
With unbiased due diligence critique built into the day, you’ll walk away with actionable opportunities and new relationships.
Expect to challenge investment norms with the “Oscars of Investment Creativity” through “out of the box” stock strategies, all publicly traded and actionable.
8:00 AM – 9:00 AM
Registration Opens
Hot Breakfast for All
Optional Devotional
9:00 AM – 12:00 PM
Morning Sessions
Best of Worldwide Ideas from Emerging Hedge Fund Managers and International Investors
The “winners” from the exclusive “Oscars of Investment Creativity” in London, Hong Kong, and New York will be invited to share their best stock pick idea at the Passive Investor Event.
All investment ideas presented must be publicly traded on a recognized exchange. This is the “Oscars of Investment Creativity”
Oscars Panel hosted by Swen Lorenz
12:00 PM – 1:00 PM Hot Lunch Buffet
Sponsors host table topics
1:00 PM – 5:00 PM
Afternoon Sessions
VFO Workshop – Core Concepts: Creation, Growth, and Stages of Development with Keith Blackborg
Breakout Session 3:
1. Beyond Wealth: Building an Emotional Legacy in Family Business with Christian Broyhill
2. Build Impact-Oriented Wealth through a Family Dynasty with Sean Morris
3. Simple to Advanced Entity Structures with Keith Blackborg
4. Speaker Panel from Oscars of Investment Creativity
How the Rothschilds Manage Their Money with Andrew Brown
Peer Mastermind Groups
5:00 PM – 6:00 PM
Happy Hour
6:00 PM – 9:30 PM
Taste of Texas
Embrace Texas charm with an evening of authentic flavors (BBQ), a mechanical bull, live music, dance floor: Texas two-step, and more.
Cap off the night with a fireside chat.
(Gold and Platinum Sponsors welcome. Bronze and Silver Sponsors can upgrade to attend.)
Day 3: Saturday,
October 25th
Day 3: Saturday,
October 25th
Private – Financial Journey Members & Their Guests
Whether you have an established family office or are exploring how to transition to being the CEO of your “wealth business,” this day will help you reliably accelerate your wealth to empower your family values and multi-generational impact.
Dive into wealth-growing, tax-efficient strategies for today’s market. We’ll explore how to structure and optimize family offices for long-term success.
Guests are invited into our Financial Journey family for a day to experience the power of a genuine and generous peer community.
Whether you have an established family office or are exploring how to transition to being the CEO of your “wealth business,” this day will help you reliably accelerate your wealth to empower your family values and multi-generational impact.
Dive into wealth-growing, tax-efficient strategies for today’s market. We’ll explore how to structure and optimize family offices for long-term success.
Guests are invited into our Financial Journey family for a day to experience the power of a genuine and generous peer community.
8:00 AM – 9:00 AM
Registration Opens
Hot Breakfast for All
Optional Devotional led by Israel First Fruits
9:00 AM – 12:00 PM
Morning Sessions
VFO Workshop – Purpose: Vision, Strategy, and Multi-Generational Impact with Ron Brooks
VFO Workshop – Wealth Strategies: Investment selection, due diligence, portfolio management, public & private investment integration into a single cohesive portfolio with Keith Blackborg
Member Case Studies – Strategies & Lessons
Portfolio Mentoring – Share & Get Feedback
12:00 PM – 1:30 PM Hot Lunch Buffet
Special Community Lunch for Financial Journey Community – Guests are Welcome
1:30 PM – 5:00 PM
Afternoon Sessions
VFO Workshop – VFO Structure: Advanced Tax and Legal Strategies with Keith Blackborg, CPA
Unconference Sessions – Community Lead Mastermind Discussions. Possible Topics Include:
AI Tools for Investing
Monthly Cash-Flow Now
Teaching Kids Values, Investing, & Giving
Bitcoin & Commodities Today
Business Exit Planning
Conference Wrap-Up
5:00 PM – Late
Optional Outing
Financial Journey Members may take a bus to experience the Rodeo at the Fort Worth Stock Yards, a steak dinner, and a night out at Billy Bob’s, the world’s largest Honky Tonk.
Registration Opens at 7:30 AM
8:00 AM – 9:00 AM
Coffee & Pastries for All
Hot Breakfast for VIP Ticket Holders
Optional Devotional led by Michael Armstrong with Corporate Chaplains of America
9:00 AM – 12:00 PM
Morning Sessions
State of the Market and Wealth Building Opportunities with Keith Blackborg
Investor Wealth Plan with Keith Blackborg
Investor Case Studies – Their Journey to Work-Optional
Mini Mastermind Groups – Wealth Strategy with Peers
8:00 AM – 9:00 AM
Registration Opens
Hot Breakfast for All
Optional Devotional
9:00 AM – 12:00 PM
Morning Sessions
Best of Worldwide Ideas from Emerging Hedge Fund Managers and International Investors
The “winners” from the exclusive “Oscars of Investment Creativity” in London, Hong Kong, and New York will be invited to share their best stock pick idea at the Passive Investor Event.
All investment ideas presented must be publicly traded on a recognized exchange. This is the “Oscars of Investment Creativity”
Oscars Panel hosted by Swen Lorenz
8:00 AM – 9:00 AM
Registration Opens
Hot Breakfast for All
Optional Devotional led by Israel First Fruits
9:00 AM – 12:00 PM
Morning Sessions
VFO Workshop – Purpose: Vision, Strategy, and Multi-Generational Impact with Ron Brooks
VFO Workshop – Wealth Strategies: Investment selection, due diligence, portfolio management, public & private investment integration into a single cohesive portfolio with Keith Blackborg
Member Case Studies: Strategies & Lessons
Portfolio Mentoring: Share & Get Feedback
12:00 PM – 1:00 PM
Hot Lunch Buffet
Sponsors host table topics
12:00 PM – 1:00 PM
Hot Lunch Buffet
Sponsors host table topics
12:00 PM – 1:30 PM
Hot Lunch Buffet
Special Community Lunch for Financial Journey Community – Guests are Welcome
1:00 PM – 5:00 PM
Afternoon Sessions
Creating Predictable, Recession-Proof Cash Flow with Self-Storage & Small Bay Industrial Business Parks with Garland Benton
Quick Insight Shares – 3-5 Minute Mini TED Talks
Breakout Session 1:
1. Navigating Real Estate in Today’s Market with Garland Benton
2. How a $2,000 Roth IRA Became $5 Billion with Dana Udumalla
3. Sell a Business with The Vant Group
4. Tax Strategy and Discounted Rollovers with Gabe Hogan, JD LLM
Breakout Session 2:
1. Protecting and Generating Wealth: Getting Your Legal and Financial House Set Up for Success with Arati Bhattacharya
2. Opportunity Zone Wizardry with Gerry Reihsen
3. Preparing for a Business Sale with Chihiro Kurokawa
4. Discounted Rollover Deal with Chuck Lanza
Lightning Investment Shares
5:00 PM – 6:00 PM
Happy Hour
6:30 PM – 8:30 PM
Connection Dinner for VIP Ticket Holders with Guest Speaker, Cody Shirk
(Gold and Platinum Sponsors welcome. Bronze and Silver Sponsors can upgrade to attend.) – Recorded
1:00 PM – 5:00 PM
Afternoon Sessions
VFO Workshop – Core Concepts: Creation, Growth, and Stages of Development with Keith Blackborg
Breakout Session 3:
1. Beyond Wealth: Building an Emotional Legacy in Family Business with Christian Broyhill
2. Build Impact-Oriented Wealth through a Family Dynasty with Sean Morris
3. Simple to Advanced Entity Structures with Keith Blackborg
4. Speaker Panel from Oscars of Creativity
How the Rothschilds Manage Their Money from Rothchild Family Insider: Andrew Brown
Peer Mastermind Groups
5:00 PM – 6:00 PM
Happy Hour
6:00 PM – 9:30 PM
Taste of Texas
Embrace Texas charm with an evening of authentic flavors (BBQ), a mechanical bull, live music, dance floor: Texas two-step, and more.
Cap off the night with a fireside chat.
(Gold and Platinum Sponsors welcome. Bronze and Silver Sponsors can upgrade to attend.)
1:30 PM – 5:00 PM
Afternoon Sessions
VFO Workshop – VFO Structure: Advanced Tax and Legal Strategies with Keith Blackborg, CPA
Unconference Sessions – Community Lead Mastermind Discussions. Possible Topics Include:
AI Tools for Investing
Monthly Cash-Flow Now
Teaching Kids Values, Investing, & Giving
Bitcoin & Commodities Today
Business Exit Planning
Conference Wrap-Up
5:00 PM – Late
Optional Outing
Financial Journey Members may take a bus to experience the Rodeo at the Fort Worth Stock Yards, a steak dinner, and a night out at Billy Bob’s, the world’s largest Honky Tonk.
*Please note, this agenda is our best available “plan.” This agenda will likely evolve to address the changing economy, speakers, experiences, and anything else we think will serve Passive Investors well.
Members of the Financial Journey Community are invited to a private ranch retreat on Sunday, October 26th.
*Please note, this agenda is our best available “plan.” This agenda will likely evolve to address the changing economy, speakers, experiences, and anything else we think will serve Passive Investors well.
Members of the Financial Journey Community are invited to a private ranch retreat on Sunday, October 26th.
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