Event Agenda
9:00 AM - 9:30 AM:
Registration & Networking
Kick off the day by connecting with your fellow purpose-driven professionals. Grab your badge, a coffee, & expand your network!
9:30 AM - 10:15 AM:
Financial Stability in an Unstable World
Most professionals earn well - but few were ever taught how money actually works. This educational session, breaks down the foundational financial concepts that drive long-term stability, resilience, and optionality - without product pitches, jargon, or assumptions. Designed for professionals who advise others, lead teams, or simply want to make smarter financial decisoins for themselves and their families.
10:15 AM - 10:45 AM:
The Financial Order of Operations: Why Smart Professionals Still Get it Wrong
Invest First? Pay off Debt? Save More? Max out Retirement Accounts? Learn how to build a clear, personalized road map that actually works!
10:45 AM - 11:45 AM:
Future of Retirement & Building Twin Income Strategy
Dive deep into practical strategies for creating multiple income steams. Learn how to leverage existing skills and develop new ventures to achieve financial resilience is the best way to secure your future and retirement. From Paycheck to Purpose: Why Twin Income Matters in Todays Economy.
11:45 AM - 12:30 PM:
Beyond Net Worth: Designing a Legacy
Because what you "leave behind" should be intentional and not accidential! This strategic conversation is for individuals that want their assets to outlive them. Using Insurance and Real Estate to transfer wealth not problems!
12:30 PM - 1:30 PM LUNCH
Enjoy a lunch break outside on picnic tables, in nature, under the shade, with your peers and speakers for more networking and inspiration.
An AWESOME Food Truck !!!!
~$12 Cash or Credit card accepted.
1:45 PM - 2:45 PM
From Wall Street to Main Street: What the Financial Industry Doesn't Explain
How traditional strategies benefit institutions first - and why individuals must understand the difference and choose options that benefit themselves and their own futures
2:45 PM - 3:30 PM:
The Future of Possibility & Ignite the Dream Within
Understanding the emotional and financial roots of retirement fear. Ignite the Dream withing: Reclaim your passion, purpose, and potential. Learn the benefits of a system and duplication to support not only your business building efforts but ensure safety and secuity for yourself and others.