National REI Summit 2025
- Pick up Nametags and Check-In
- Come get into the swing of things with a drink and some snacks compliments of event partner Equity Trust Company





- Have VIP tickets? Join your fellow members, our experts, and sponsors for networking, snacks, and free drinks.













- Have VIP tickets? Join your fellow members, our experts, and sponsors for networking, snacks, and free drinks.

































Elizabeth Enright Phillips
Simplified Rentals Strategist
Elizabeth Enright Phillips is a full-time real estate investor whoâs built a streamlined, high-performing rental portfolioâand teaches others to do the same. With over 22 years in the field and more than 40 units under self-management, she knows how to strip away the noise and focus on systems that actually work.
Her approach blends smart tech, strategic delegation, and real-world know-how to help small investors grow without burning out. If youâre looking to simplify your operations, boost profitability, and reclaim your time, Elizabeth will show you how.

Ari Newman
âThe Deal Structurerâ
Ari Newman is the President of Intown Property Solutions in Metro Atlanta, where he specializes in helping investors creatively acquire, control, and exchange real estate. He has a knack for taking complex financial concepts and making them practical, usable, and instantly relevant for investors in the field.
Whether heâs structuring deals or teaching others how to master the numbers, Ariâs mission is to equip investors with the tools they need to create long-term wealth and independence.

Lee Phillips
The Trusted Legal Strategist for Real Estate Investors
Most real estate investors spend years building wealth, only to leave their families a legal and financial nightmare when they pass away. Lee Phillips knows this better than anyoneâheâs not only a U.S. Supreme Court Counselor and nationally recognized attorney, but heâs also lived through losing everything to the system himself.
For over 40 years, Lee has specialized in estate planning, asset protection, and tax strategyâhelping investors protect what theyâve worked so hard to build, and pass it on without stress, fights, or government interference.

Amanda Neely, CFPÂŽ
The Financial Strategist for Investors Who Want to Sleep at Night
Amanda Neely isnât your typical financial planner. Sheâs an entrepreneur-turned-advisor whoâs been through the wringer. Her experience includes starting businesses, building dreams, and nearly watching it all collapse when the âtraditional adviceâ failed her.
Instead of walking away, she rebuilt from the ground up. This time, she built with smarter, safer, recession-resistant strategies. Sheâs a Certified Financial PlannerÂŽ, a Profit First Professional, and a Bank on YourselfÂŽ Professional who helps investors and entrepreneurs create the buffers, reserves, and systems that let them thrive in personal and economic downturns, not just survive them.
She doesn't just teach stability. She lives it. And if you're tired of feeling like one bad quarter could tank your whole plan, Amandaâs the ally you need in your corner.

Darrin Carey
The Crazy Creative Investor
With over two decades of experience in wholesaling, retailing, and rentals, Darrin Carey has built a reputation as a versatile real estate investor who knows how to create opportunity in any market.
As the owner of Dayton Capital Partners, a private lending company in Ohio, Darrin not only invests in properties but also originates, invests in, and sells short-term performing notes. His unique dual perspectiveâas both a property investor and a note investorâgives him rare insight into how these two strategies can complement each other for diversification, cash flow, and long-term security.

Tancy Mason-Phillips
The VA Growth Strategist
Tancy Mason-Phillips brings more than 25 years of real estate experience to the Summit stage. A recipient of the prestigious Sterling Award from Coldwell Banker Realty, Tancy has built her career across multiple investing strategiesâwholesaling, retailing, rental ownership, and residential salesâwhile also balancing a full-time job.
She is the author of Leveraging Virtual Assistants for Cost-Effective Growth, a practical guide born from her own success in using VAs to streamline operations and free up time for higher-value opportunities. Tancyâs track record proves she knows how to grow efficiently without burning out, and her session will show you how to do the same.

Damon Remy
The Systems Architect for Real Estate Success
Damon Remy is the quiet force behind some of the real estate industryâs most successful entrepreneurs. Recognized among the Top 100 Entrepreneurs, he has built and scaled multiple seven-figure businesses while guiding thousands of investors to do the same.
As founder and Chief Visionary Officer of REI BlackBook, Damon is known as the go-to expert on systems, automation, and business operating models for real estate professionals. He believes success comes from simplifying the complexâand heâs built his career on helping investors do just that.

Kevin Jenkins
The Investorâs Insurance Insider
Kevin Jenkins has spent two decades helping real estate investors protect their assets with the right insurance coverage at the right cost. After joining the Noel Selewski Agency in 2003 and earning his license in 2006, Kevin quickly rose to elite status in the industry, achieving his CISR designation in 2017 and TQA in 2018.
Today, he specializes in tailoring coverage for investors, landlords, and business owners, making sure no propertyâor portfolioâis left exposed. Backed by the nationwide reach and investor focus of the Noel Selewski Agency, Kevin brings deep expertise and a practical, investor-first approach to keeping your wealth safe.

Brock Norred
The Trust Deed Educator
Brock Norred is a seasoned educator turned investment professional, now serving as a Business Development Executive with Ignite Funding. His teaching background gives him a rare ability to simplify complex financial concepts, making trust deed investing understandable for investors at every level.
At Ignite Funding, Brock guides clients through opportunities step by step, combining clear instruction with deep market expertise. He is passionate about helping investors grow their wealth strategicallyâusing trust deed investments to create diversification, stability, and consistent income.

Donna Bauer
The Original NoteBuyerÂŽ
Donna Bauer didnât start with money, connections, or even a real estate license. She started as a stay-at-home mom, with a dining room table for an âofficeâ, and the determination to create a better life for her family. Since then, sheâs become the countryâs most trusted expert on note investingâshowing thousands of investors how to make fast cash, scale their portfolios, and build real wealth using the power of paper.
Today, Donna preaches the gospel of notesânot as a strategy for the rich or retiring, but as the foundation of ALL real estate deals, and the ideal way to get started, get diversified, get cash, or get passive income.
To say sheâs passionate about every real estate investor knowing the note business is an understatement. To say that an hour with Donna will convince you that sheâs right isnât.

Melissa Yatzeck
The Mid-Term Rental Maven
Melissa Yatzeck launched her first furnished rental in 2016âlisting her own home on Airbnb. After trying her hand at wholesaling and flipping, she discovered that mid-term rentals were the most reliable path to freedom for her husband and their four children.
In the last 2 years, sheâs scaled from zero to 20 rental units, using master leasing to control other peopleâs properties. Melissaâs story shows that you donât need to own dozens of doors or spend huge amounts of capital to build consistent, family-supporting income. At the Summit, sheâll share the exact steps she used to scale her portfolioâand how small investors can do the same.

Dwan Bent-Twyford
The Queen of Short SalesÂŽ
Dwan Bent-Twyford has one of the most remarkable success stories in real estate. Once a broke, single mom with no education or job skills, she stumbled into real estate investing out of necessity and turned it into a career thatâs flipped more than 2,000 deals.
Along the way, she pioneered the short sale investing industry, blazing a trail for thousands of investors who followed. Her work has earned her national recognition, two best-selling books, and countless TV and media appearances. Her mission remains simple: to help others change their lives the way she changed hers.

Chad Harris
The Freedom Investor Who Built 80 Rentals with No Bank Loans
Chad Harris didnât start his investing career with money, credit, or even a house of his own. After an overseas mission ended and he came home about as rich as youâd expect a missionary to, he committed to becoming a full-time investorâand built an 80-unit rental portfolio using none of his own money.
Chad mastered the art of raising private capital and structuring deals that not only close, but let him hold properties long-term. Heâs proof that even brand-new investors can create financial freedom through rentals, if theyâre willing to commit and follow the process.

Todd VanMeter
The Trust Tactician
With more than 30 years in real estate, Todd VanMeter has worn just about every hatâlicensed agent, custom homebuilder, and landlord. He has built and held rental properties, led the Gainesville chapter of the Georgia Real Estate Investors Association (GAREIA), and guided countless investors as a mentor.
Along the way, Todd became an expert in the use of trusts, studying under leading authorities like Dyches Boddiford and applying those lessons across decades of deals. What sets him apart is his ability to translate complex legal and financial strategies into plain, actionable language. Todd has personally used irrevocable trust strategies to sell 64 properties without triggering immediate capital gains, and heâs passionate about showing other investors how to put these tools to work.

Scott Ellsworth, CPA
Real Estate Investor & Strategic Tax Planner for Hire
With over 35 years of experience as a CPA, business executive, and hands-on real estate investor, Scott Ellsworth is the ultimate financial strategist for entrepreneurs who want to grow smarter, not just bigger.
Heâs served as CFO, COO, and CEO for companies in real estate construction, lending, manufacturing, and service industriesâand today, he runs multiple firms that support builders, lenders, and investors with financial systems, operational insight, and risk management services.
Scottâs not just crunching numbersâheâs in the trenches. As an active investor and licensed RealtorÂŽ, he understands the day-to-day challenges investors face and how to solve them with sound strategy, smart tax planning, and better systems.

Carrie Cook
The âInvestors Firstâ
Carrie Cook is the President of Ignite Funding, where she has overseen more than $2 billion in real estate investments. In less than five years, she transformed the company from a deficit into a multi-million-dollar leader in private lending.
Her reputation comes from putting investors first: she refuses to outsource critical functions, builds custom technology to monitor investments, and leads in-house teams that manage every stage of the lending process.
Carrie is passionate about teaching investors how to protect their money while still capturing strong returnsâlessons sheâs learned from funding thousands of real estate projects and safeguarding investor capital through every market cycle.

John Bowens
The Self-Directed Retirement Strategist
When it comes to building wealth inside your retirement account, thereâs no one better than John Bowens. As Director of Education at Equity Trustâand a self-directed investor himselfâJohn has taught tens of thousands of investors how to use IRAs and Solo 401(k)s to buy real estate, lend money, invest in private equity, and more... all while reducing taxes and increasing control.
Heâs a Certified IRA Services Professional (CISP), and has been personally mentored by Equity Trust founder Dick Desich. Mostly, heâs known nationwide for making a complex topic clear, exciting, and immediately actionable.

Eddie Speed
Americaâs Wealth-Through-Notes Authority
Most investors think wealth comes from tenants and toilets. Eddie Speed proves otherwise. With more than 40 years in the trenches, 50,000+ note deals closed, and thousands of students trained, Eddie has built a reputation as an expert on creative approaches to both buying and creating notes.
His specialty: helping everyday investors âbe the bankâ and create passive income streams without the headaches of landlording.

Bill Noll, Esq, CPA
Real Estate Tax & Asset Protection Architect
A rare blend of tax attorney and CPA, Bill Noll brings real-world legal firepower and tax strategy insight to investors who want to build and protect wealthâwithout burning cash on overpriced advisors.
With decades of experience spanning federal litigation, IRS negotiations, and small business tax planning, Bill now focuses exclusively on helping real estate investors minimize taxes, avoid legal pitfalls, and keep more of what they earn. His strategies are battle-tested and implemented daily with real clients across the country.

Mark Hutton
Residential Assisted Living Advocate and Investor
Mark Hutton earned his RAL Specialist credentials with the Residential Assisted Living Academy in 2017 and today serves as part of their Student Success Support team. A former engineer turned real estate entrepreneur, Mark brings deep expertise in deal analysis, acquisitions, and raising capital.
He is the co-founder and Business Manager of Mimiâs House Assisted Living and Memory Care in Cincinnati, where he has built a thriving model of residential assisted living. With multiple RAL properties under management and years of hands-on success, Mark is passionate about teaching investors how to unlock cash flow while making a real impact.

Vena Jones-Cox
The Real Estate Goddess
With more than 30 years in real estate and over 2,000 deals completed, Vena Jones-Cox has done it all: wholesaling, landlording, short-term rentals, and selling with creative financing.
Known nationwide as a no-nonsense educator and active investor, sheâs passionate about showing everyday investors how to build wealth with practical, legal, and ethical strategies that actually work in todayâs market. Venaâs superpower is cutting through the hype to teach real-world tactics that reduce risk and maximize profitâwhether youâre flipping, holding, or getting started with creative deals.
When she speaks, investors listen, because sheâs been where they are and knows what it takes to win.

Jeff Rickerman
Panelist â International Investor
Jeff Rickerman brings firsthand experience investing in properties abroad, navigating international regulations, and managing long-distance rentals.

Stephen Kieghery
Panelist â International Investor
Stephen Kieghery has successfully acquired and managed properties across multiple countries and understands the challenges of cross-border investing.

Kathie Russell
Panelist â International Investor
Kathie Russell specializes in overseas vacation and retirement rentals, helping investors navigate legal systems, financing, and cultural nuances abroad.

Doug Simpson
Panelist â New Construction Investor
Doug Simpson brings hands-on experience building new construction properties from the ground up, offering insight on costs, timelines, and the future of the build-to-rent and build-to-sell markets.

Sam Warf
Panelist â Social Impact Investor
Sam Warf focuses on projects that uplift underserved communities, combining real estate development with meaningful social change and long-term neighborhood revitalization.

Tiffani Ray
Panelist â Social Impact Investor
Tiffani Ray is dedicated to creating housing opportunities for vulnerable populations, building sustainable investments that change lives while generating lasting returns.

Jason Engelman
The Velocity Investor
Jason Engelman is the Founder and CEO of Freaky Fast Capital Group, a firm he started in 2019 that has grown to manage more than $50 million in assets. Known as The Velocity Investor, Jason brings over a decade of executive leadership and a track record of scaling portfolios with speed and precision. His investor-first approach has made Freaky Fast Capital a trusted name for delivering consistent returns in single-family real estate.
Beyond business, Jason serves as Senior Pastor at Triumph Baptist Church in Fort Worth, Texas, and he and his wife, Country Music Artist Tori Martin, split their time between Fort Worth and Nashville. Driven by purpose and results, Jason shows investors how to build wealth quickly while staying grounded in long-term values.

Theresa Knower
The 1031 Exchange Navigator
For nearly 20 years, Theresa Knower has been the go-to guide for real estate investors looking to unlock the full potential of 1031 exchanges. As President of Equity 1031 Exchange and a Certified Exchange SpecialistÂŽ (CESÂŽ), she has worked one-on-one with thousands of investors and their advisors, structuring deals that preserve gains and create new opportunities for portfolio growth.
Theresaâs expertise extends beyond the exchange itselfâshe regularly trains attorneys, title agents, and real estate professionals through continuing education programs for organizations like the Florida Bar and major real estate associations. Her practical, investor-focused insights will give you the clarity and confidence to use tax-deferral strategies as a powerful wealth-building tool.

Jason Dillard
The Creative Commercial Catalyst
Jason Dillard is an investor, exchanger, and broker-in-charge of DHP Real Estate. Since becoming a full-time investor in 2002, he has closed thousands of transactions and built a reputation as one of the nationâs go-to experts in creative real estate solutions. Jason holds the prestigious SEC designation from the Society of Exchange Counselors and serves as the national moderator for commercial equity marketing sessions. His passion is helping investors unlock new possibilities by structuring deals that create win-win outcomes.

Michael Davis
The Story Coach Who Turns Pitches Into Profits
Michael Davis helps business leaders, sales professionals, and TEDx speakers deliver presentations that influence and inspire. His clientsâ talks have been viewed more than five million times across five continents, and heâs authored seven books on storytelling.
As founder of Speaking CPR, Michael has developed proven frameworks that turn fear and self-doubt into confidence, clarity, and connectionâgiving you the tools to pitch with power and win trust faster.

Seth Markum
The Property Protection Powerhouse ⢠NREIG
With more than 15 years in property and casualty insurance, Seth Markum has built his reputation on helping investors safeguard their portfolios from costly, avoidable risks. As co-founder of one of the nationâs first online commercial P&C agencies, he was ahead of the curve in using the internet as a distribution channel before it became mainstream.
Today, as part of the Programs Team at NREIG, Seth develops innovative products, expands distribution channels, and forges strong partnerships that give real estate investors smarter, more affordable ways to protect their assets.

John Hyre, Esq.
The Investorâs Tax Strategist
John Hyre is an attorney, accountant, and active investor with more than 25 years of experience helping entrepreneurs and real estate investors minimize taxes, stay compliant, and protect their wealth.
After working for two major accounting firms and as Tax Counsel for a Fortune 500 company, John built his own practice focused on small businesses, real estate investors, note buyers, and self-directed retirement accounts.
Heâs prepared thousands of returns, fought the IRS in audits and Tax Court, and personally invested in mobile home parks, rentals, and flips. A sought-after speaker and author of multiple tax courses, John is known for making complex tax strategies practical and actionable for investors.

Bob Dressman
Business-Building Mastermind Facilitator
Bob Dressman is a veteran Cincinnati real estate investor with decades of experience and hundreds of deals, known for helping entrepreneurs scale beyond solo investing to build thriving, sustainable businesses.

Brian Buckelew
Educator ⢠Entrepreneur ⢠Youth Leadership Advocate
Brian Buckelew is a business owner, real estate entrepreneur, author, speaker, and educator based in Nashville, Tennessee. He serves on the Board of Directors of the Real Estate Investors of Nashville and founded the nonprofits Power Parenting USA and Monarch Leadership Group.
With a background in Adolescent and Family Development and Neuroscience, Brianâs mission is to equip parents and educators to raise the next generation with the life skills needed for personal, academic, and financial success.

Norma Richards
Investor ⢠Builder ⢠Author
Norma Richards is a seasoned real estate investor, builder, and author with extensive experience developing and managing residential projects from the ground up. As the founder of several real estate ventures focused on affordable and sustainable housing, she has built a reputation for turning raw land into thriving communities while mentoring new investors to do the same.
Through her unique blend of construction expertise and creative deal structuring, Norma helps investors understand the true potential of new builds in a competitive market. Sheâs passionate about empowering women in real estate and sharing proven systems that simplify the path from investor to developer.
As a featured panelist on The New Construction Panel, Norma brings real-world insight on the rewards and challenges of building from scratchâand how investors can create scalable wealth through ground-up development.
The Rental Roadmap: How to Find, Evaluate, Manage, and Scale a Rental Portfolio
with Elizabeth Enright Phillips
Rentals are important: they're how you build wealth, cash flow, and eventually, freedom in real estate. But too many budding rental housing providers lose time, money, and sanity chasing (and, sadly, buying) bad properties, managing them poorly, or hitting a wall when itâs time to scaleâor just quitting altogether, before the wealth-building power of owning rentals has time to work its magic.
In this no-fluff, full-day, step-by-step training, Elizabeth Enright Phillips shares exactly how she built and systematized her 50+ unit portfolio (which she self-manages in under 10 hours a week!)âand how you can do it too.
You'll learn:
- How to know if a rental deal is actually worth doing
- Where experienced investors are finding rentals that actually make money right now
- What makes a great ârental rehabââand how to fund it (even if youâre broke)
- Why the financing almost matters more than the price
- Property management from the trenches: what works, what breaks, and what to automate
- The steps to go from one unit to dozensâwithout losing your mind
Donât become roadkill on the rental property highway; if youâre serious about building serious wealth in single family homes, as quickly and painlessly as possible, this session will give you clarity, tools, and a roadmap to do it smarter.
Hands-On Workshop: Learn to Use the Financial CalculatorâYour Essential Creative Finance Tool
with Ari Newman
If you canât run the numbers, you canât make any kind of creative deal. Thatâs why mastering the financial calculator is one of the most valuable skills an investor can learn. In this hands-on workshop, Ari Newman will show you how to take control of the math so you can evaluate opportunities with confidence, negotiate from a position of strength, and unlock creative strategies that others miss.
Hereâs what youâll gain:
- Confidence to quickly size up any deal on the spot and negotiate âon the flyâ using just your smartphone
- Clarity about how financing terms like points, balloon payments, and loan terms determine how much you should pay for a given deal, whether itâs a property or a note
- The ability to recognize undervalued opportunities that others overlook
- A practical skill that makes you sharper, faster, and more credible in every negotiation
This is the session that transforms âI donât know how to run the numbersâ into âI can structure this deal.â
Please bring a 10bii calculator, or get the 10bii app for your smartphone. Youâll be using it to solve real-world problems during this workshop.
Half Day Intensive: How to Build a Rock-Solid Estate & Asset Protection Plan NOW for Generational Wealth Later
with Lee Phillips, Esq.
Most investors focus on building wealth, and some even have strategies in place to protect it for their lifetimesâbut few have a plan for what happens if they die or become disabled. Without the right legal and asset protection structures in place, families are left battling over properties, buried in taxes, or watching hard-earned assets vanish to creditors, probate, or medical bills.
In this half-day Summit workshop, attorney Lee Phillips will walk you step by step through creating an integrated asset protection and estate plan that protects you and saves you money todayâand also protects your family tomorrow.
Youâll discover how to:
- Set up the right asset protection entities now to minimize taxes and safeguard your family in case of death or disability
- Make wills, trusts, and powers of attorney work seamlessly with your business structures
- Keep Medicaid, creditors, and probate courts from taking control of your wealth
- Choose the right person (and backup) to oversee your estate when the time comes
Asset protection isnât optional in todayâs worldâbut without the further step of estate planning, your family likely wonât get the generational wealth youâve been looking for. Learn how to lock it ALL down with one of the nationâs most trusted experts in estate planning for investors.
The Recession-Resistant Investor: How to Be Ready to Win When the Market Cracks
with Amanda Neely
Everyone says that recessions are the best time to buy. But thatâs only true if youâre readyâand ready financially, strategically, and emotionally to play offense when everyone else is panicking.
In this must-attend session, Amanda Neely shows you how smart investors are preparing now to capitalize on the coming downturns instead of getting crushed by them.
Youâll learn:
- How to build real financial stability ⌠not just âhope it holds togetherâ reserves
- What a recession-ready portfolio looks like (hint: itâs not all real estate)
- How to catch up if youâre not as ready as youâd like to be
- The step-by-step plan to put yourself in a position to take advantage of market turns, when others canât
This isnât theory. Itâs the real-world playbook for building buffers, confidence, and buying power ⌠before the market turns.
Notes vs. Properties: The Overlooked Diversification Strategy Every Investor Should Consider
with Darrin Carey
Most investors focus on properties. A smaller group focuses on notes. Very few understand how combining both can transform an investment portfolio.
In this session, Darrin Careyâreal estate investor and owner of Dayton Capital Partnersâwill break down the benefits and trade-offs of investing in properties versus notes. With 20+ years of experience in the trenches, and as an active originator and investor in short-term performing notes, Darrin will show you why serious investors should think about holding both asset types.
Hereâs what youâll learn:
- The true pros and cons of notes vs. propertiesâincluding why notes offer passivity, but properties may offer stability.
- The types of notes and note-related investments you can buyâeven if youâre not working with a lot of capital.
- How to evaluate and source notes so youâre not left guessing about performance.
- Why holding both notes and properties creates multiple layers of diversification and income streams.
- How to decide which strategy fits best into your personal investing goals.
If youâve only been thinking about âpropertiesâ when you think about real estate investing, this is your opportunity to see the other half of the equationâand discover how adding notes could take your portfolio to the next level.
How to Find, Hire, and Manage Your First Virtual Assistant (and Grow More in Less Time)
with Tancy Mason-Phillips
Most small-scale investors hit a wall: too many tasks, not enough hours. Virtual assistants can change thatâif you know how to find, hire, and manage them the right way.
Tancy Mason-Phillips has done it herself while juggling deals, rental management, and a career. Sheâll show you how to build your first support system so you can scale without overwhelm.
Hereâs what youâll learn:
- Where to find skilled, affordable virtual assistants who understand real estateâor can easily be trained to do jobs that you donât like, arenât good at, or donât have time for
- How to delegate routine tasks so you can focus on profit-driving activities
- The mindset shift that helps you grow faster without working longer hours
- How to use AI to make training and managing your VAs even easier
- Tancyâs own examples of how sheâs used virtual assistants to simplify her life and grow her business
Donât let simple questions like, âHow do I even hire a VA? What would I have them do?â stop you from getting back your time and growing beyond âsolopreneurshipâ.
AI for Real Estate Investors Who Hate AI (But Love Making More Money)
with Damon Remy
If âAIâ makes you roll your eyes, youâre not alone. Most of the hype is nonsenseâbut hereâs the truth: the investors using it the right way right now are getting ahead fast. Theyâre pulling in more leads, closing better deals, and cutting hours of busywork with tools so simple anyone can use them.
In this no-fluff Lunch & Learn, Damon Remy gives you the straight-talk version of AIâwhat actually works for real estate investors, whatâs a waste of time, and how to plug it into your business without overcomplicating your life.
Youâll discover how to:
- Make AI the cheapest, fastest, most reliable âassistantâ youâll ever hire
- Tap into 3 unfair advantages investors are using right now to win more deals
- Write stronger offers, follow up automatically, and stay top of mind without lifting a finger
- Avoid the mistakes most investors are making with AI (this alone could save you months of frustration)
- Use Damonâs personal tool stackâthe same ones his own team relies on daily
This isnât about becoming a tech geek. Itâs about doing more deals, with less effort, in a tough market. Bring your lunch, get the strategy, and walk away with a real plan.
Investment Property Insurance (and What You Need to Know)
with Kevin Jenkins
You can set up LLCs, trusts, and every asset protection strategy in the bookâbut if your insurance isnât right, one claim can wipe out years of hard work. The first line of defense is making sure your coverage matches your actual risks.
In this session, Kevin Jenkins will break down the specific types of insurance every investor needs to understand, so you can protect your portfolio without overpaying.
Hereâs What Youâll Learn:
- The insurance you need for properties under renovation
- The coverage required for rentals to avoid costly gaps
- Whatâs different about insuring vacant properties
- How to balance affordability with complete protection
The Answers You Didnât Know You Needed: Breaking Down Trust Deed Investing
with Brock Norred
Most investors have heard of trust deeds but donât really know how they workâor how to evaluate the risks and rewards. That knowledge gap can cost you opportunities.
In this session, Brock Norred pulls back the curtain on trust deed investing, showing how Ignite Funding connects investors with borrowers, why borrowers use this strategy, and what you need to know to make confident decisions.
Hereâs What Youâll Learn:
- How trust deed investing works and why borrowers use it
- The risk-and-return profile investors need to understand
- How Ignite Funding manages risks and handles recoveries
- Ways to use retirement accounts like SDIRAs to maximize returns
- A step-by-step walkthrough of Ignite Fundingâs investment process
Notes: The Secret Weapon for Fast Cash, Big Profits, and a Truly Passive Future
with Donna Bauer
What if the most powerful wealth-building tool in real estate isnât the property at all? In this myth-busting session, Donna Bauer reveals why notesânot housesâmay be your best path to more deals, bigger profits, and early retirement.
Youâll discover how to:
- Find and flip notes for quick cash without using your own cash or credit
- Use notes to close âimpossible dealsâ where you pay no money down, but the seller still gets money at closing
- Leverage notes to build long-term, tax-advantaged wealth in your retirement plan
- Create a truly work-from-home, no tenants or toilets portfolio
Whether you're a new investor, scaling up, or planning your exit, Donna will show you how to use notes right now to accelerate your success and retire on your terms.
Be careful: attending Donnaâs session might just make you change everything about the way you invest!
Master Leasing Mid-Term Rentals for Massive Freedom
with Melissa Yatzeck
As short-term rentals face increasing regulation and volatility, mid-term rentals are emerging as one of the most powerful and underused wealth-building strategies for independent investors. Melissa Yatzeck has built a thriving portfolio of MTRs through master leasing, proving that you donât have to own properties--or spend big--to win in this space. Sheâll show you why this model works and how you can start building freedom now.
Hereâs What Youâll Learn:
- Why mid-term rentals are the happy middle: less work, more cash flow
- How to identify the right properties for consistent MTR success
- Proven strategies to find owners willing to master lease their units
- How to launch with minimal expenses and low startup costs
- Smart tactics to attract the renters you actually want
- A step-by-step breakdown of how master leasing really works
If youâre looking for both inspiration AND education, this is your workshop; Melissaâs success story and her techniques will help you take your own next steps toward financial freedom.
Unlock Off-Market Deals in the Pre-Foreclosure Goldmine
with Dwan Bent-Twyford
Finding good deals has never been harderâbut one opportunity stands out right now: pre-foreclosures. With foreclosure rates up 13% year over year, tens of thousands of property owners are looking for solutions. They donât just need investorsâthey need your help to exit their foreclosures with grace and control.
In this powerful half-day workshop, Dwan Bent-Twyford will show you how to uncover these hidden opportunities, approach sellers the right way, and negotiate deals that create wins for everyone involved. Youâll discover how to buy, flip, or control properties creativelyâwithout relying on banks or massive amounts of cash.
Hereâs just some of what youâll learn:
- How to consistently find off-market pre-foreclosure deals before competitors
- The right way to talk to distressed sellers
- The best strategies to buy pre-foreclosures without bank financing (youâll never have heard of one of them!)
- How to convince lenders to accept less than whatâs owed on a property
- How to flip properties without ever closing on them yourself
Pre-foreclosures are todayâs goldmineâif you know how to mine them. Donât miss this chance to learn directly from the industry leader who pioneered short sales and built a career on turning these deals into cash paydays and lasting wealth.
The No-Cash Path to Financial Freedom Through Rentals
with Chad Harris
Rentals are, very simply, the most powerful path to long-term wealth in real estate. But too many investors are held back by the idea that you need lots of money and lots of credit to build a big enough portfolio to achieve real financial freedom.
In this inspiring, practical session, Chad Harrisâwho bought his first 55 units without a single credit checkâwill show you can actually buy rentals now, even if youâre not swimming in moneyâand how to do it the SMART way, so you donât put yourself in danger.
Youâll discover how to:
- Follow Chadâs simple 3-step plan to build wealth and freedom with rentals
- Fund deals with private money or seller financingâno banks required
- Recycle your funding so you can keep adding more properties
If youâve been waiting to startâor struggling to growâyour rental business, this session will show you how to stop waiting, start buying, and build the freedom youâve been chasing.
Beyond the 1031: How to Use Irrevocable Trusts to Defer Capital Gains on Real Estate, Businesses, and More
with Todd VanMeter
The 1031 exchange has long been the go-to tax deferral strategy for real estate investorsâ but it comes with rigid rules and limited scope. Todd VanMeter reveals a powerful alternative: using an installment sale to an irrevocable trust.
This strategy offers flexibility, avoids strict timelines, and can be applied not only to investment properties but also to primary residences, businesses, and other assets. Todd has personally used it to defer taxes on 64 property sales, and heâll show you how to add this tool to your investor toolkit.
Hereâs What Youâll Find Out:
- Why irrevocable trusts can be a smarter alternative to 1031 exchanges
- How installment sales to trusts work step by step
- How this strategy applies to primary residences, investment properties, and even business sales
- Real-world examples of deferring six- and seven-figure capital gains
- How to use pre-tax proceeds inside the trust to generate ongoing income
If youâre looking for a sophisticated alternative to 1031 exchanging (or, heavens forfend, to paying taxes when you sell), this session will open your eyes to all new possibilities.
Youâre Not Failing, Youâre Working on the Wrong Things. Hereâs How to Fix ItâFast.
with Damon Remy
Letâs be honest: you didnât get into real estate to drown in sticky notes, half-baked deals, and chaos disguised as âhustle.â Youâre not failingâyouâre just focused on the wrong things.
Damon Remy has spent 20 years helping investors cut through noise, systematize their businesses, and prioritize the work that actually creates profit and freedom. Backed by real-world data from thousands of deals running through REI BlackBook, heâll show you whatâs working right nowâ and how to rebuild your business into one that serves you.
Youâll discover how to:
- Break free from the âchaos loopâ in 7 days or less
- Implement the 3 critical business systems every investor needs to avoid burnout
- Protect your cash flow and energyâeven when deals get tight
- Simplify your operations so you can finally enjoy the life this business was supposed to deliver
If 2025 has left you overwhelmed, this session is your wake up callâand your blueprint for clarity, focus, and profitability.
How to Save $25,000 in Taxes in 2025: A Case Study
with Scott Ellsworth, CPA
What if you could legally wipe out $25,000 (or more!) in tax liability this yearâwithout buying anything new, selling anything off, or changing your investing strategy?
In this eye-opening, numbers-backed session, real estate CPA and investor Scott Ellsworth walks you through a real case study using cost segregation and componentized depreciation to drastically accelerate write-offs for rental property owners.
Youâll learn:
- What cost segregation really isâand how it works for even modest rental portfolios
- How to use the new tax law to write off tens of thousands more in depreciation than you planned to
- How this strategy can apply to single- and multi-families
- Why your accountant might not be talking to you about this (but should be)
- What it takes to implement, what has to be true of YOU to get this benefitâand what kind of returns you can expect
If you own rental property and plan to file taxes this year, donât miss this. It could be the easiest $25,000 youâve ever made.
Protecting Your Capital: Proven Risk Strategies Every Real Estate Investor Needs
with Carrie Cook, Ignite Funding
In a shifting real estate market, protecting your capital is more important than ever. Carrie Cook has managed billions of investor dollars and knows exactly where deals go wrongâand how to spot trouble before it costs you.
This session gives you the same risk-mitigation tools the professionals use to keep money safe while still earning attractive returns.
Hereâs What Youâll Learn:
- The hidden risks most investors overlook in real estate deals
- Step-by-step due diligence strategies to avoid bad investments
- Why true diversification is essential in todayâs market
- Real-world examples of balancing strong returns with smart risk controls
Contribute More, Deduct More, Pay Less in Taxes: The Secret Power of the Solo 401(k)
with John Bowens
Think self-directed IRAs are the ultimate tax-saving retirement tool for real estate investors? Theyâre powerfulâbut if youâre self-employed, adding a Solo 401(k) to your retirement plan mix could let you do more of everything: more contributions, more control, more tax savings, and more investing power.
In this powerful session, Equity Trustâs John Bowens walks you through the overlooked advantages of the Solo 401(k)âand why it might be the most flexible, wealth-building retirement account youâve never fully explored.
Youâll discover:
- How to contribute up to $70,000+ per year, and how to bring in your spouse or partner to multiply the impact
- Why Solo 401(k)s avoid those pesky UBIT taxes (when structured right)âeven when borrowing money to buy properties!
- How the Mega Backdoor Roth strategy lets you pour in after-tax dollars for tax-FREE growth
- The keys to finding non-recourse financing for real estate deals in your 401(k)
- When and how to roll over IRA or 401(k) funds into a self-directed Solo 401(k)
- When to use a Solo 401(k), a Roth IRA, or both for maximum flexibility
If youâve outgrown your IRA, or want to take full advantage of your self-employed status, donât miss this oneâ it could save (and make) you tens of thousands in taxes.
How to Get Experienced Investors to Fund Your Deals
with Darrin Carey
Raising capital is one of the biggest hurdles for small investorsâbut seasoned investors are funding deals every day. The key is knowing exactly what theyâre looking for.
With over 20 years of experience as both a property investor and a private lender, Darrin Carey will show you how to structure and present your deals so experienced investors want to say yes.
Hereâs What Youâll Learn:
- The essential elements every deal must have to attract financial backing
- What experienced investors want to see from you before they commit
- How to package your deals to look professional and fundable
- Mistakes that turn investors offâand how to avoid them
- Proven strategies to build long-term relationships with private lenders
The 3 Hidden Leaks Killing Your Real Estate Wealth
(and How to Plug Them Without Debt or Wall Street) with Amanda Neely, CFPÂŽ
Youâre not losing money in the market. Youâre losing it in your methods.
Itâs not the economy. Itâs not bad luck. Itâs the slow drip of interest, taxes, and lack of long-term planning thatâs quietly draining your real estate profitsâand you probably donât even know it.
In this hands-on, eye-opening lunchtime session, financial strategist Amanda Neely will show you:
- The 3 most common âmoney leaksâ real estate investors face (and how to spot yours)
- How to plug the holes in your financial strategy without adding debt or handing your money to Wall Street
- A free, AI-powered âMoney Chaos Quizâ you can use to get a personal readout and real solutions
This oneâs practical, powerful, and immediately actionableâso get free lunch tickets from the Wealth Wisdom Financial table, and get ready to keep more of what you earn.
How to Convert Your Traditional Retirement Plan to a RothâAnd NOT Lose Your Shirt
with Scott Ellsworth, CPA
Most investors either take the upfront tax break of a traditional retirement account or the long-term tax-free growth of a Rothâbut few know how to have both.
Scott Ellsworth, CPA and seasoned real estate investor, will show you a smart strategy that lets you capture todayâs deductions while still building a future of tax-free income. If youâre serious about keeping more of your money now and later, this is a session you canât afford to miss.
Hereâs What Youâll Learn:
- How to get the tax benefits of a traditional contribution
- A step-by-step approach to converting into a Roth with less tax pain
- Why this strategy matters for wealth-building today and long into the future
How to Get More Cash Flow by Turning Your Rentals Into Notes
with Eddie Speed
Tired of rising costs, shrinking margins, and tenant hassles? Todayâs market is tough on landlordsâand Eddie Speed has the solution for escaping the unprofitable grind of rentals and building true financial freedom.
Youâll discover:
- Why the 2025 market favors selling on owner financing over rentals
- How you can transition from tenant calls, vacancies, and repairs to hassle-free cash flow with the same property
- Why thereâs a hungry and qualified market for your deals, if youâll just offer them
- How to land your first deal in 90 daysâand scale from there (because you can literally manage 1,000 of these notes with the same effort as 55 rentals)
If youâve ever wondered how to build wealth without the weight of landlording, Eddieâs session could change everything about how you invest.
Get Extraordinary Asset Protection & Tax-Saving Strategies Without Expensive Lawyers
with Bill Noll, Esq, CPA
If youâre tired of vague tax advice and overpriced legal fees, this session is your blueprint for real, usable protection and savings. Bill Noll will break down powerful, underutilized strategies that shield your assets and unlock serious deductionsâwhether youâre just starting out or scaling up fast.
Hereâs what youâll learn:
- The One Big Beautiful Bill Act (Trump Tax 2.0) and what it means for real estate investors right now
- How to use LLCs the right way to protect equity, prevent lawsuits, and slash taxes
- Legal methods to deduct education and startup costsâeven if you havenât done your first deal
- How to pocket tax-free cash using depreciation, and avoid the big tax traps that trip up new investors
- Which entities to avoid if you want to stay off the IRSâs radar and stop overpaying taxes
Turn a Single-Family Home into $5,000 â $15,000 in Monthly Cash Flow
with Mark Hutton
Residential Assisted Living (RAL) is the profitable wave of the futureâand the timing couldnât be better. Every day, 10,000 Americans turn 65, and 70% of baby boomers will eventually need daily living support. The demand for quality, small-scale assisted living homes is exploding, and forward-thinking investors are stepping in now.
In this session, Mark Hutton will show you how to combine real estate with senior care to build secure, high-cash-flow assets. Heâs been in the RAL business for more than 8 years, owns homes across multiple states, and has seen firsthand how investors can do good AND do well housing seniors.
Hereâs what youâll find out:
- How housing seniors in single family homes can create $5,000â$15,000 monthly cash flow from just ONE house.
- Why RAL homes command double the market rent with stable, long-term residents.
- How to build a recession-resistant portfolio that thrives regardless of market cycles.
- The process youâll follow to enter this nicheâeven if youâre starting with one house.
If youâre looking for a strategy that delivers consistent income, real security, and lasting impact, donât miss this powerful session.
How to Do Subject To Legally, Ethically, and Profitably
with Vena Jones-Cox
âSubject toâ deals are one of the most powerful tools in an investorâs arsenalâbut too many people either misunderstand them or avoid them out of fear.
With over 2,000 deals behind her, Vena Jones-Cox will break down exactly how subject to works, why the due-on-sale clause isnât the boogeyman you think it is, and how to structure these deals in a way thatâs both ethical and profitable. If youâve ever wanted to buy properties with little to no money down, this is the session that shows you how to do it the right way.
Hereâs What Vena Will Share:
- The mechanics of how subject to transactions actually work
- Why the due-on-sale clause shouldnât stop you from doing deals
- How to identify the sellers who are perfect for subject to (and avoid the ones whose life youâd be ruining by doing one)
- What to do when you need a big downpayment or repair costs
- The right way to flip subject to propertiesâwithout the sketchy âhacksâ you see online
The Out-of-Country Investing Panel
with Jeff Rickerman, Stephen Kieghery, Kathie Russell
Have you ever thought about buying a property outside of the U.S. for investment, or a second/retirement home, or both?
Our panel of real-life investors will answer questions about their experiences researching the laws and customs in Europe, Australia, and Central America, getting financing and insurance in foreign countries, and how they deal with properties while thousands of miles away from home.
Youâll get their best advice for how to get started investing internationally.
The New Construction Panel
with Doug Simpson, Norma Richards, Todd VanMeter
If there are no good deals out there, maybe itâs easier to just build properties to sell or rent.
Weâll ask real life investors who ARE building properties why they do it, what the challenges are, and how they see that market evolving over the next few years.
The Social Impact Investing Panel
with Elizabeth Enright Phillips, Sam Warf, Tiffani Ray, Dwan Bent-Twyford, Mark Hutton
All investors want to make moneyâbut some arenât interested in making money unless they also make a difference in the world.
Letâs talk to investors who are changing entire towns, housing vulnerable populations, and more.
The Retirement Multiplier: How Single Family Homes Supercharge Wealth
with Jason Engelman
Most peopleâs retirement plans are heavily invested in Wall Street. But should yours be? Main Streetâs most overlooked retirement engine is the very houses you already invest in.
In this eye-opening session, Jason Engelman shows how single-family homes can anchor your future with stability, cash flow, and growth. Youâll leave not just inspired, but armed with an actionable plan to start multiplying your retirement income.
Hereâs what youâll learn:
- A 3-step roadmap to start adding single-family homes into your self-directed IRA or Solo 401(k)
- A âfear-buster toolkitâ to cut through compliance myths and invest with confidence
- A retirement wealth playbook with current markets, numbers, and structures real investors use today
- How to protect your future with an asset that has stood the test of time
How to Invest in Houses without Having to Find, Evaluate, or Manage Houses
with Jason Engelman
Lots of people âgetâ why single family homes should be part of an investment portfolioâ theyâre always in demand, outperform other investments, and can provide both current income and generational wealth.
But many are put off by the time it takes to find deals, evaluate them, make offers, and then deal with ongoing management.
Thereâs another option: you can invest your money without investing your time. Jason Engelman shares how:
- Investing in other peopleâs properties can give you the benefits youâre looking for, without the hassles youâre not
- FreakyFastâs investor-first approach creates predictable cash flow and above-average returns
- You can invest IRA funds in houses without worrying about accidentally âproviding servicesâ and getting your retirement plan disallowed
1031 Exchanges: How Smart Investors Defer Taxes and Grow Wealth
with Theresa Knower
In a shifting real estate market, every dollar counts. A properly executed 1031 exchange can mean the difference between a tax bill that drains your profits and reinvestment capital that compounds your portfolio. Theresa Knower has spent nearly two decades guiding investors through the ins and outs of exchanges, and sheâll show you how to apply these strategies to protect your gains and accelerate your growth.
Hereâs what youâll learn:
- How to structure a 1031 exchange to maximize tax deferral opportunities
- The critical deadlines and rules you must meet to avoid costly mistakes
- Creative ways investors are using 1031s to pivot in todayâs market
- When a 1031 exchange makes senseâand when it doesnât
- How to leverage IRA real estate purchases alongside exchange strategies
Is Commercial Real Estate Your Next Step?
with Jason Dillard
Thinking about stepping up from single-family deals to commercial real estate? You should be. Commercial real estate isnât just for institutions and insiders anymoreâ itâs for smart investors who are ready to scale, stabilize, and stop playing the small game.
At this fast-paced, myth-busting session, commercial investor Jason Dillard lays out:
- Who should (and shouldnât) make the leap to commercialâand when
- Why commercial deals often offer better returns, better financing, and less drama than residential
- What you need to know to get startedâthe key terms, players, and processes
- Where funding really comes from, and how to stack the deck in your favor
- Jason's favorite commercial assets for 2025...and beyond
If youâre stuck in the residential grind and wondering whatâs next, this session might just change your trajectory.
Get More of Everything You Want by Telling Unforgettable Stories
with Michael Davis
Think about it: every deal you close, every private lender you recruit, every ally you gain starts with 3 stories: the one you tell yourself, the one your sellers and lenders believe about you, and the story you share about your deals.
And theyâre all affecting the success youâre havingâfor good or ill. Thatâs why weâve recruited coach/author Michael Davis, who will show you how to transform bland pitches and scripts into persuasive stories that build trust, attract money, and close deals faster.
Hereâs what youâll learn:
- How to rewrite your âidentity storyâ to project confidence in every pitch or negotiation
- The secret to disarming seller and lender resistance in the first 30 seconds
- Simple techniques to shift from âreporting numbersâ to telling transformation stories that inspire action
- Live examples, as Michael helps audience members turn their personal stories into powerful narratives
This isnât negotiation or manipulationâitâs how the most successful investors you know turn buyers, sellers, financial friends, and residents into raving fans who want to do business over and over.
Youth Entrepreneurial Academy
with Brian Buckelew
What if your teenager could learn the money and leadership skills most adults wish they hadâwhile having a blast doing it? The Youth Academy is a two-day, high-energy workshop for 8thâ12th graders that combines serious financial education with unforgettable hands-on activities.
Students will gain a strong, lasting foundation in concepts that prepare them not just for adulthood, but for leadership and independence.
In this two-day Academy, students will explore:
- The Cash Flow Quadrant and why the âright sideâ matters
- The difference between assets and liabilities (and why most people get it wrong)
- How to think with an investorâs mindset
- The fundamentals of cash flow, taxes, and interest
- How to leverage OPT (Other Peopleâs Time) and OPM (Other Peopleâs Money)
- The importance of purpose and generational wealth
- The value of education, community, and family support
- How to apply lessons through the interactive Cash Flow Game
Why students will love it:
Instead of sitting through lectures, students will compete in team challenges, role-play real-world scenarios, and use props, games, and dynamic demonstrations to make financial concepts click. Theyâll come home energized, motivated, and equipped with tools that set them apart from their peers.
Why parents love it:
- Students learn powerful financial literacy skills that schools rarely cover
- Activities like the bucket challenges, wheelbarrow of bricks, and poster board projects make abstract ideas come alive
- Builds teamwork, problem-solving, and confidence
- Gives teens a head start on creating independence and long-term wealth
This is more than a workshopâitâs an investment in your childâs future. Your child will walk away energized, motivated, and armed with tools to navigate money, mindset, and purpose.
Spots are limited, tuition is $37 per student.
Dress Code: Business Casual (no T-Shirts or Shorts; clean tennis shoes or sneakers are acceptable)
What You Donât Know About Property Insurance CAN Hurt You
with Seth Markum, NREIG
You already know how important insuring your investments is, but if youâre like 99% of real estate investors, you DONâT have insurance thatâs specific to your business strategy, risk appetite, or even the propertyâs location. The time to find that out is nowâNOT after a claim.
NREIG is the nationâs largest insurance program for real estate investors. With years of experience in this space, they understand the tragic consequences of having the WRONG insurance. Come find out:
- How to choose the right settlement method for your investment strategy
- The dangers of insuring investment property on a homeowners policy
- What âco-insuranceâ is, why it can cost tens of thousandsâand how you might have it without knowing
- When and why to change the policy on a property you already own (vacant, under rehab, finished & rented)
- How to insure creative dealsâsubject-tos, land trusts, co-owned properties, and seller-financed salesâso all the right people are covered
Advanced Tax Strategies for Serious Investors
with John Hyre, Esq.
Tax law isnât just about staying compliantâitâs about creating an edge. In this fast-paced session, John Hyre will break down advanced strategies that real estate investors can use to save money, protect assets, and build wealth faster.
Hereâs what youâll learn:
- How to use a ROBS plan to hyper-fund your retirement
- Qualifying for Real Estate Professional statusâeven if you think you canât
- When and how to move beyond the LLC into better entity structures
- Short-term rental taxation strategies and asset protection tactics
- How âTrump Accountsâ can give your kids a head start on wealth building
Whether you own rentals, run short-term rentals, or are planning your retirement, youâll leave with actionable tactics you can apply immediately.
Business-Building Mastermind
with Bob Dressman
If youâve been in real estate long enough that youâre doing deals but want to go beyond being a solopreneur and build a real business; join this small-group (10 maximum) mastermind with uber-investor Bob Dressman and spend the day solving your biggest BUSINESS problems (like how to hire others, how to get a real business plan, how to automate more, how to structure partnerships, etc.).
This is a true mastermind (and you know how powerful those are!), where youâll discuss your biggest issueâthe one thatâs stopping you from growing right nowâand get advice and answers from lots of smart, experienced colleagues.
This mastermind is not for starters; register below and once you do, Bob will contact you to approve you (and of course your money will be refunded if he decides itâs not right for you).
$697 for 1 or 2, but the 2 MUST be business partners who are in the same business.