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FEATURED SPEAKERS

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Donna Bauer

Notes: The Secret Weapon for Fast Cash, Big Profits, and a Truly Passive Future

John Bowens
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John Bowens

Contribute More, Deduct More, Pay Less in Taxes: The Secret Power of the Solo 401(k)

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Brian Buckelew

Brian Buckelew

The Summit Youth Academy: Building Tomorrow’s Investors

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Darrin Carey

Darrin Carey

Notes vs. Properties: The Overlooked Diversification Strategy Every Investor Should Consider

Carrie Cook
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Carrie Cook

Protecting Your Capital: Proven Risk Strategies Every Real Estate Investor Needs

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Vena Jones Cox

Vena Jones-Cox

How to Do Subject To Legally, Ethically, and Profitably

Jason Dillard
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Jason Dillard

Is Commercial Real Estate Your Next Step?

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Bob Dressman

Business Building Mastermind

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Scott Ellsworth

How to Save $25,000 in Taxes in 2025: A Case Study

Jason Engleman
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Jason Engelman

The Retirement Multiplier: How Single Family Homes Supercharge Wealth

Chad Harris
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Chad Harris

The No-Cash Path to Financial Freedom Through Rentals

Mark Hutton
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Mark Hutton

Turn a Single-Family Home into $5,000 – $15,000 in Monthly Cash Flow

John-Hyre
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John Hyre

The Investor’s Tax Strategist

KevinJenkins_Selewski
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Kevin Jenkins

Investment Property Insurance (and What You Need to Know)

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Theresa Knower

Theresa Knower

The 1031 Exchange Navigator

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Seth Markum

Seth Markum

What You Don’t Know About Property Insurance CAN Hurt You​

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Amanda Neely

The Recession-Resistant Investor: How to Be Ready to Win When the Market Cracks

Ari Newman
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Ari Newman

Hands-On Workshop: Learn to Use the Financial Calculator—Your Essential Creative Finance Tool

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Bill Noll

Get Extraordinary Asset Protection & Tax-Saving Strategies Without Expensive Lawyers

Brock Norred
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Brock Norred

The Answers You Didn’t Know You Needed: Breaking Down Trust Deed Investing

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Elizabeth Enright Phillips

How to Find, Evaluate, Finance, Manage, and Scale Rentals

Lee Phillips
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Lee Phillips

How to Build a Rock-Solid Estate & Asset Protection Plan NOW for Generational Wealth Later

Tancy Mason Phillips
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Tancy Mason-Phillips

How to Find, Hire, and Manage Your First Virtual Assistant (and Grow More in Less Time)

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Damon Remy

You’re Not Failing, You’re Working on the Wrong Things. Here’s How to Fix It—Fast

Eddie Speed
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Eddie Speed

How to Get More Cash Flow by Turning Your Rentals Into Notes

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Dwan Twyford

Dwan Bent-Twyford

Unlock Off-Market Deals in the Pre-Foreclosure Goldmine

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Todd VanMeter

Todd VanMeter

Beyond the 1031: How to Use Irrevocable Trusts to Defer Capital Gains on Real Estate, Businesses, and More

Melissa-Yatzeck.jpg
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Melissa Yatzeck

Master Leasing Mid-Term Rentals for Massive Freedom

WAKE UP WEALTHY

FRIDAY SPEAKERS AT 8:30AM

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Amanda Neely

The Recession-Resistant Investor: How to Be Ready to Win When the Market Cracks

Darrin Carey
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Darrin Carey

Notes vs. Properties: The Overlooked Diversification Strategy Every Investor Should Consider

Jason Engleman
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Jason Engelman

The Retirement Multiplier: How Single Family Homes Supercharge Wealth

SATURDAY SPEAKERS AT 8:30AM

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Scott Ellsworth

How to Save $25,000 in Taxes in 2025: A Case Study

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Damon Remy

You’re Not Failing, You’re Working on the Wrong Things. Here’s How to Fix It—Fast

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Carrie Cook

Carrie Cook

Protecting Your Capital: Proven Risk Strategies Every Real Estate Investor Needs

SUNDAY SPEAKERS AT 8:30AM

Jason Dillard
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Jason Dillard

Is Commercial Real Estate Your Next Step?

Tancy Mason Phillips
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Tancy Mason-Phillips

How to Find, Hire, and Manage Your First Virtual Assistant (and Grow More in Less Time)

Theresa Knower
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Theresa Knower

The 1031 Exchange Navigator

LUNCH AND LEARNS

FRIDAY SPEAKERS AT 12:00NN

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Damon Remy

AI for Real Estate Investors who Hate AI but love Making More Money

Jason Engleman
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Jason Engelman

How to Invest in Houses without Having to Find, Evaluate, or Manage Houses

KevinJenkins_Selewski
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Kevin Jenkins

Investment Property Insurance (and What You Need to Know)

SATURDAY SPEAKERS AT 12:00NN

Darrin Carey
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Darrin Carey

How to Get Experienced Investors to Fund your Deals

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Amanda Neely

The 3 Hidden Leaks Killing Your Real Estate Wealth (and How to Plug Them Without Debt or Wall Street)

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Seth Markum

Seth Markum

What You Don’t Know About Property Insurance CAN Hurt You​

Brock Norred
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Brock Norred

The Answers You Didn’t Know You Needed: Breaking Down Trust Deed Investing

SUNDAY SPEAKERS AT 12:00NN

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Scott Ellsworth

How to Convert Your Traditional Retirement Plan to a Roth—And NOT Lose Your Shirt

Donna Bauer

Donna Bauer—The Original NoteBuyer®


Donna Bauer didn’t 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 ‘office’, and the determination to create a better life for her family. Since then, she’s become the country’s most trusted expert on note investing—showing 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 notes—not as a strategy for the rich or retiring, but as the foundation of ALL real estate deals, and the ideal way to started, get diversified, get cash, or get passive income.  

To say she’s passionate about every real estate investor knowing the note business is an understatement. To say that an hour with Donna will convince you that she’s right isn’t.


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 isn’t the property at all?

In this myth-busting session, Donna Bauer reveals why notes—not houses—may be your best path to more deals, bigger profits, and early retirement.


You’ll discover how to:

  • Find and flip notes for quick cash without using your own cash or credit
  • Use notes to close “impossible deals” 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 Donna’s session might just make you change everything about the way you invest!

John Bowens

John Bowens, Equity Trust Company – The Self-Directed Retirement Strategist

When it comes to building wealth inside your retirement account, there’s no one better than John Bowens.

As Director of Education at Equity Trust—and a self-directed investor himself—John 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.

He’s a Certified IRA Services Professional (CISP), and been personally mentored by Equity Trust founder Dick Desich.

Mostly, he’s known nationwide for making a complex topic clear, exciting, and immediately actionable.

 

 

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?

They’re powerful—but if you’re 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 Trust’s John Bowens walks you through the overlooked advantages of the Solo 401(k)—and why it might be the most flexible, wealth-building retirement account you’ve never fully explored.

You’ll 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)—even 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 you’ve outgrown your IRA, or want to take full advantage of your self-employed status, don’t miss this one—it could save (and make) you tens of thousands in taxes.

Brian Buckelew

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, Brian’s mission is to equip parents and educators to raise the next generation with the life skills needed for personal, academic, and financial success.

Darrin Carey

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 perspective—as both a property investor and a note investor—gives him rare insight into how these two strategies can complement each other for diversification, cash flow, and long-term security.



Notes vs. Properties: The Overlooked Diversification Strategy Every Investor Should Consider

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 Carey—real estate investor and owner of Dayton Capital Partners— will 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.

Here’s what you’ll learn:

  • The true pros and cons of notes vs. properties—including why notes offer passivity, but properties may offer stability.
  • The types of notes and note-related investments you can buy—even if you’re not working with a lot of capital.
  • How to evaluate and source notes so you’re 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 you’ve only been thinking about “properties” when you think about real estate investing, this is your opportunity to see the other half of the equation—and discover how adding notes could take your portfolio to the next level.

Carrie Cook

Carrie Cook – The “Investors First”


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 returns—lessons she’s learned from funding thousands of real estate projects and safeguarding investor capital through every market cycle.

 

 

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 wrong—and 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.

 

Here’s What You’ll 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 today’s market
  • Real-world examples of balancing strong returns with smart risk controls

Vena Jones Cox

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, she’s passionate about showing everyday investors how to build wealth with practical, legal, and ethical strategies that actually work in today’s market. Vena’s superpower is cutting through the hype to teach real-world tactics that reduce risk and maximize profit—whether you’re flipping, holding, or getting started with creative deals. When she speaks, investors listen, because she’s been where they are and knows what it takes to win.




How to Do Subject To Legally, Ethically, and Profitably

 

 “Subject to” deals are one of the most powerful tools in an investor’s arsenal—but 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 isn’t the boogeyman you think it is, and how to structure these deals in a way that’s both ethical and profitable. If you’ve 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.

 

Here’s What Vena Will Share:

  • The mechanics of how subject to transactions actually work
  • Why the due-on-sale clause shouldn’t stop you from doing deals
  • How to identify the sellers who are perfect for subject to (and avoid the ones whose life you’d be ruining by doing one
  • What to do when you need a big downpayment or repair costs
  • The right way to flip subject to properties—without the sketchy “hacks” you see online

Jason Dillard

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 nation’s 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.

 

Is Commercial Real Estate Your Next Step?

Thinking about stepping up from single-family deals to commercial real estate?

You should be.

Commercial real estate isn’t just for institutions and insiders anymore—it’s 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 shouldn’t) make the leap to commercial—and when
  • Why commercial deals often offer better returns, better financing, and less drama than residential
  • What you need to know to get started—the 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 you’re stuck in the residential grind and wondering what’s next, this session might just change your trajectory.

Bob-Dressman

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.

Scott Ellsworth

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.

He’s served as CFO, COO, and CEO for companies in real estate construction, lending, manufacturing, and service industries—and today, he runs multiple firms that support builders, lenders, and investors with financial systems, operational insight, and risk management services.

Scott’s not just crunching numbers—he’s in the trenches. As an active investor and licensed Realtor®, he understands the day-to-day challenges investors face and how to solve them with sound strategy, smart tax planning, and better systems.

If you’re ready to scale without chaos—or stop leaking money to taxes, inefficiencies, or bad structure—Scott will help you get your financial house in order and keep it that way.


 

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 year—without 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.


You’ll learn:

  • What cost segregation really is—and 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 benefit—and what kind of returns you can expect

If you own rental property and plan to file taxes this year, don’t miss this. It could be the easiest $25,000 you’ve ever made.

Jason Engleman

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 nation’s 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.

 

Is Commercial Real Estate Your Next Step?

Thinking about stepping up from single-family deals to commercial real estate?

You should be.

Commercial real estate isn’t just for institutions and insiders anymore—it’s 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 shouldn’t) make the leap to commercial—and when
  • Why commercial deals often offer better returns, better financing, and less drama than residential
  • What you need to know to get started—the 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 you’re stuck in the residential grind and wondering what’s next, this session might just change your trajectory.

Chad Harris

Chad Harris—The Freedom Investor Who Built 80 Rentals with No Bank Loans


Chad Harris didn’t 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 you’d expect a missionary to, he committed to becoming a full-time investor—and 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. He’s proof that even brand-new investors can create financial freedom through rentals, if they’re willing to commit and follow the process.

 

 

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 Harris—who bought his first 55 units without a single credit check—will show you can actually buy rentals now, even if you’re not swimming in money—and how to do it the SMART way, so you don’t put yourself in danger

 

You’ll discover how to:

  • Follow Chad’s simple 3-step plan to build wealth and freedom with rentals
  • Fund deals with private money or seller financing—no banks required
  • Recycle your funding so you can keep adding more properties

If you’ve been waiting to start—or struggling to grow—your rental business, this session will show you how to stop waiting, start buying, and build the freedom you’ve been chasing.

Mark Hutton

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 Mimi’s 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.



Turn a Single-Family Home into $5,000 – $15,000 in Monthly Cash Flow (with Mark Hutton)


Residential Assisted Living (RAL) is the profitable wave of the future—and the timing couldn’t 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. He’s has 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.


Here’s what you’ll find out:

  • How housing seniors in single family homes can create $5,000–$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 you’ll follow to enter this niche—even if you’re starting with one house.


If you’re looking for a strategy that delivers consistent income, real security, and lasting impact, don’t miss this powerful session.

John-Hyre

John Hyre, Esq. — The Investor’s 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. He’s 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.


Advanced Tax Strategies for Serious Investors with John Hyre, Esq.

Tax law isn’t just about staying compliant—it’s 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. Whether you own rentals, run short-term rentals, or are planning your retirement, you’ll leave with actionable tactics you can apply immediately.

Here’s what you’ll learn:

  • How to use a ROBS plan to hyper-fund your retirement.
  • Qualifying for Real Estate Professional status—even if you think you can’t.
  • When and how to move beyond the LLC into better entity structures.
  • Short-term rental taxation strategies and asset protection tactics.
  • How “Trump Accounts” can give your kids a head start on wealth building.
KevinJenkins_Selewski

Kevin Jenkins – The Investor’s 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 property—or portfolio—is 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.


 

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 book—but if your insurance isn’t 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.


Here’s What You’ll Learn:

  • The insurance you need for properties under renovation
  • The coverage required for rentals to avoid costly gaps
  • What’s different about insuring vacant properties
  • How to balance affordability with complete protection


Theresa Knower

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 Specialist® (CES®), 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. Theresa’s expertise extends beyond the exchange itself—she 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.


1031 Exchanges: How Smart Investors Defer Taxes and Grow Wealth

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 she’ll show you how to apply these strategies to protect your gains and accelerate your growth.

Here’s what you’ll 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 today’s market
  • When a 1031 exchange makes sense—and when it doesn’t
  • How to leverage IRA real estate purchases alongside exchange strategies

Seth Markum – The Property Protection Powerhouse


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 nation’s 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.


What You Don’t Know About Property Insurance CAN Hurt You—with Seth Markum, NREIG

           You already know how important insuring your investments is, but if you’re like 99% of real estate investors, you DON’T have insurance that’s specific to your business strategy, risk appetite, or even geographic location of your property.   And that time to find that out is now, NOT when you’ve had a claim.

NREIG is the nation’s 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 Your Investment Property on A Homeowners Policies
  • What “co-insurance” is, and why it might cost you tens of thousands of dollars, and why you may have it and not know it
  • When and why you might need to CHANGE the policy on a property you already own: when it’s vacant? Under rehab? Finished and rented?
  • How to insure those crazy creative deals you do—subject tos, deals in land trusts, deals that you co-own with someone else, deals you’re SELLING with financing—so that all the RIGHT people are covered by the policy.
Amanda Neely

Amanda Neely, CFP®, Wealth Wisdom Financial – The Financial Strategist for Investors Who Want to Sleep at Night


Amanda Neely isn’t your typical financial planner. She’s an entrepreneur-turned-advisor who’s been through the wringer. Her experience includes starting businesses, building dreams, and nearly watching it all collapse when the “traditional advice” failed her.

Instead of walking away, she rebuilt from the ground up. This time, she built with smarter, safer, recession-resistant strategies. She’s a Certified Financial Planner®, a Profit First Professional, and a Bank on Yourself® 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, Amanda’s the ally you need in your corner.


 

Wake Up Wealthy: 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 that’s only true if you’re ready and 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.

You’ll learn:

  • How to build real financial stability … not just “hope it holds together” reserves
  • What a recession-ready portfolio looks like (hint: it’s not all real estate)
  • How to catch up if you’re not as ready as you’d like to be
  • The step-by-step plan to put yourself in a position to take advantage of market turns, when others can’t

This isn’t theory. It’s the real-world playbook for building buffers, confidence, and buying power … before the market turns.

Ari Newman

Ari Newman – “The Deal Structurer”


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 he’s structuring deals or teaching others how to master the numbers, Ari’s mission is to equip investors with the tools they need to create long-term wealth and independence.


 

Hands-On Workshop: Learn to Use the Financial Calculator—Your Essential Creative Finance Tool (with Ari Newman)

If you can’t run the numbers, you can’t make any kind of creative deal. That’s 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.


Here’s what you’ll gain:

  • Confidence to quickly size up any deal on the spot and negotiate ‘on the fly’ 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 it’s 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 “I don’t know how to run the numbers” into “I can structure this deal.”

Please bring a 10bii calculator, or get the 10bii app for your smartphone. You’ll be using it to solve real-world problems during this workshop.


Bill-Noll

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 wealth—without 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.



Half-Day Workshop


Get Extraordinary Asset Protection & Tax-Saving Strategies Without Expensive Lawyers (with Bill Noll, Esq, CPA)


If you’re 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 deductions—whether you’re just starting out or scaling up fast.


Here’s what you’ll 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 costs—even if you haven’t 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 IRS’s radar and stop overpaying taxes


Brock Norred

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 strategically—using trust deed investments to create diversification, stability, and consistent income.



The Answers You Didn’t Know You Needed: Breaking Down Trust Deed Investing


Why This Session Matters Right Now:


Most investors have heard of trust deeds but don’t really know how they work—or 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.


Here’s What You’ll 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 Funding’s investment process

Elizabeth-Enright-Phillips_2

Elizabeth Enright Phillips, Simplified Rentals Strategist


Elizabeth Enright Phillips is a full-time real estate investor who’s built a streamlined, high-performing rental portfolio—and 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 you’re looking to simplify your operations, boost profitability, and reclaim your time, Elizabeth will show you how.                 


Thursday all-day workshop
The Rental Roadmap: How to Find, Evaluate, Manage, and Scale a Rental Portfolio with Elizabeth Enright Phillips

Rentals 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 it’s time to scale—or 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!)—and 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 “rental rehab”—and how to fund it (even if you’re 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 dozens—without losing your mind


Don’t become roadkill on the rental property highway; if you’re 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.

Lee Phillips

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 anyone—he’s not only a U.S. Supreme Court Counselor and nationally recognized attorney, but he’s also lived through losing everything to the system himself. For over 40 years, Lee has specialized in estate planning, asset protection, and tax strategy—helping investors protect what they’ve worked so hard to build, and pass it on without stress, fights, or government interference.

 

 

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 lifetimes—but 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 today—and also protects your family tomorrow.


You’ll 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 isn’t optional in today’s world—but without the further step of estate planning, your family likely won’t get the generational wealth you’ve been looking for.  Learn how to lock it ALL down with one of the nation’s most trusted experts in estate planning for investors.

Tancy Mason Phillips

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 strategies—wholesaling, retailing, rental ownership, and residential sales—while 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. Tancy’s track record proves she knows how to grow efficiently without burning out, and her session will show you how to do the same.



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 that—if 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. She’ll show you how to build your first support system so you can scale without overwhelm.


Here’s what you’ll learn:

  • Where to find skilled, affordable virtual assistants who understand real estate—or can easily be trained to do jobs that you don’t like, aren’t good at, or don’t 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
  • Tancy’s own examples of how she’s used virtual assistants to simplify her life and grow her business

Don’t let simple questions like, “How do I even hire a VA? What would I have them do?” stop you from getting back your time and growing beyond “solopreneurship”.


Damon-Remy

Damon Remy—The Systems Architect for Real Estate Success


Damon Remy is the quiet force behind some of the real estate industry’s 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 complex—and he’s built his career on helping investors do just that.


You’re Not Failing, You’re Working on the Wrong Things. Here’s How to Fix It—Fast. (with Damon Remy)


Let’s be honest: you didn’t get into real estate to drown in sticky notes, half-baked deals, and chaos disguised as “hustle.” You’re not failing—you’re 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, he’ll show you what’s working right now—and how to rebuild your business into one that serves you.


You’ll discover how to:

  • Break free from the “chaos loop” in 7 days or less
  • Implement the 3 critical business systems every investor needs to avoid burnout
  • Protect your cash flow and energy—even 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 call, and your blueprint for clarity, focus, and profitability.

Eddie Speed

Eddie Speed—America’s 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 “be the bank” and create passive income streams without the headaches of landlording.


How to Get More Cash Flow by Turning Your Rentals Into Notes (with Eddie Speed)

Tired of rising costs, shrinking margins, and tenant hassles? Today’s market is tough on landlords—and Eddie Speed has the solution for escaping the unprofitable grind of rentals and building true financial freedom.

You’ll discover:

  • Why the 2025 market is 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 there’s a hungry and qualified market for your deals, if you’ll just offer them
  • How to land your first deal in 90 days—and scale from there (because you can literally manage 1,000 of these notes with the same effort as 55 rentals)

If you’ve ever wondered how to build wealth without the weight of landlording, Eddie’s session could change everything about how you invest.

Dwan Twyford

Dwan Bent-Twyford—The Queen of Short Sales®

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 that’s 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.

 

Half-Day Workshop
Unlock Off-Market Deals in the Pre-Foreclosure Goldmine (with Dwan Bent-Twyford)

Finding good deals has never been harder—but 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 don’t just need investors—they 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. You’ll discover how to buy, flip, or control properties creatively—without relying on banks or massive amounts of cash.

Here’s just some of what you’ll 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 (you’ll never have heard of one of them!)
  • How to convince lenders to accept less than what’s owed on a property
  • How to flip properties without ever closing on them yourself

Pre-foreclosures are today’s goldmine—if you know how to mine them. Don’t 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.

Todd VanMeter

Todd VanMeter – The Trust Tactician

With more than 30 years in real estate, Todd VanMeter has worn just about every hat—licensed 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 he’s passionate about showing other investors how to put these tools to work.



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 investors—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 he’ll show you how to add this tool to your investor toolkit.


Here’s What You’ll 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 you’re 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.

Melissa-Yatzeck

Melissa Yatzeck – The Mid-Term Rental Maven


Melissa Yatzeck launched her first furnished rental in 2016—listing 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, she’s scaled from zero to 20 rental units, using master leasing to control other people’s properties. Melissa’s story shows that you don’t need to own dozens of doors or spend huge amounts of capital to build consistent, family-supporting income. At the Summit, she’ll share the exact steps she used to scale her portfolio—and how small investors can do the same.

 

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 don’t have to own properties—or spend big—to win in this space. She’ll show you why this model works and how you can start building freedom now.

 

Here’s What You’ll Learn:

  • Why mid-term rentals outperform short-term rentals in today’s market
  • 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 you’re looking for both inspiration AND education, this is your workshop; Melissa’s success story and her techniques will help you take your own next steps toward financial freedom.

Jason Engleman

Jason Engelman—The Velocity Investor – Founder & CEO, Freaky Fast Capital Group

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.


The Retirement Multiplier: How Single Family Homes Supercharge Wealth with Jason Engleman

Most people’s retirement plans are heavily invested in Wall Street. But should yours be?  Main Street’s most overlooked retirement engine is the very houses you already invest in.

 In this eye-opening session, Jason shows how single-family homes can anchor your future with stability, cash flow, and growth. You’ll leave not just inspired, but armed with an actionable plan to start multiplying your retirement income.

Here’s what you’ll learn:

  • A 3-step roadmap to start adding single-family homes into your self-directed IRA or Solo 401(k).
  • A “fear-buster toolkit” 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.

Damon Remy

Damon Remy—The Systems Architect for Real Estate Success


Damon Remy is the quiet force behind some of the real estate industry’s 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 complex—and he’s built his career on helping investors do just that.


AI for Real Estate Investors Who Hate AI (But Love Making More Money) (with Damon Remy)

If “AI” makes you roll your eyes, you’re not alone. Most of the hype is nonsense—but here’s the truth: the investors using it the right way right now are getting ahead fast. They’re 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 AI—what actually works for real estate investors, what’s a waste of time, and how to plug it into your business without overcomplicating your life.

 

You’ll discover how to:

  • Make AI the cheapest, fastest, most reliable “assistant” you’ll 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 Damon’s personal tool stack—the same ones his own team relies on daily

This isn’t about becoming a tech geek. It’s about doing more deals, with less effort, in a tough market. Bring your lunch, get the strategy, and walk away with a real plan.

Jason Engleman

Jason Engelman—The Velocity Investor – Founder & CEO, Freaky Fast Capital Group

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.


How to Invest in Houses without Having to Find, Evaluate, or Manage Houses (with Jason Engleman)

                  Lots of people “get” why single family homes should be part of an investment portfolio—they’re always in demand, outperform other investments, and can provide both current income and generational wealth.

                  But lots of people are also put off by the time it takes to find deals that work, evaluate them, make (what sometimes turns out to be lowball) offer, and then deal with ongoing management.

                  There’s another option: you can invest your money without investing your time. Jason Engleman shares how:

·       Investing in other people’s properties can give you the benefits you’re looking for, without the hassles you’re not

  • FreakyFast’s investor-first approach creates predictable cash flow and above-average returns
  • You can invest IRA funds in houses without worrying about accidentally “providing services” and getting your retirement plan disallowed
Darrin Carey

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 perspective—as both a property investor and a note investor—gives him rare insight into how these two strategies can complement each other for diversification, cash flow, and long-term security.



How to Get Experienced Investors to Fund Your Deals (with Darrin Carey)

Raising capital is one of the biggest hurdles for small investors—but seasoned investors are funding deals every day. The key is knowing exactly what they’re 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.

Here’s What You’ll Learn:

  • The essential elements every deal must have to attract financial
  • 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 off—and how to avoid them
  • Proven strategies to build long-term relationships with private lenders
Amanda Neely

Amanda Neely, CFP®, Wealth Wisdom Financial – The Financial Strategist for Investors Who Want to Sleep at Night

Amanda Neely isn’t your typical financial planner. She’s an entrepreneur-turned-advisor who’s been through the wringer. Her experience includes starting businesses, building dreams, and nearly watching it all collapse when the “traditional advice” failed her.

Instead of walking away, she rebuilt from the ground up. This time, she built with smarter, safer, recession-resistant strategies. She’s a Certified Financial Planner®, a Profit First Professional, and a Bank on Yourself® 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, Amanda’s the ally you need in your corner.



The 3 Hidden Leaks Killing Your Real Estate Wealth (and How to Plug Them Without Debt or Wall Street) (with Amanda Neely, CFP®)

You’re not losing money in the market.

You’re losing it in your methods.

It’s not the economy. It’s not bad luck. It’s the slow drip of interest, taxes, and lack of long-term planning that’s quietly draining your real estate profits, and you probably don’t even know it.

In this hands-on, eye-opening lunchtime session, financial strategist Amanda Neely will show you:

  • The 3 most common “money leaks” 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 “Money Chaos Quiz” you can use to get a personal readout and real solutions

This one’s practical, powerful, and immediately actionable, so get free lunch tickets from the Wealth Wisdom Financial table, and get ready to keep more of what you earn.

Scott Ellsworth

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.

He’s served as CFO, COO, and CEO for companies in real estate construction, lending, manufacturing, and service industries—and today, he runs multiple firms that support builders, lenders, and investors with financial systems, operational insight, and risk management services.

Scott’s not just crunching numbers—he’s in the trenches. As an active investor and licensed Realtor®, he understands the day-to-day challenges investors face and how to solve them with sound strategy, smart tax planning, and better systems.

If you’re ready to scale without chaos—or stop leaking money to taxes, inefficiencies, or bad structure—Scott will help you get your financial house in order and keep it that way.



How to Convert Your Traditional Retirement Plan to a Roth—And 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 Roth—but few know how to have both. Scott Ellsworth, CPA and seasoned real estate investor, will show you a smart strategy that lets you capture today’s deductions while still building a future of tax-free income. If you’re serious about keeping more of your money now and later, this is a session you can’t afford to miss.


Here’s What You’ll 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