Wealth Summit 2026 is built for ambitious professionals, founders, investors, and families who want to move beyond basic financial advice and learn practical strategies used to save taxes, build cash flow, protect wealth, and make better long-term decisions.
Explore the learning, networking and memorable moments from our previous Wealth Summit events.
Your Wealth Summit ticket includes meals, refreshments and parking, allowing you to focus on learning, building relationships and connecting with serious wealth builders throughout the entire day.
Begin the day by meeting professionals, investors, founders, business owners, sponsors and speakers before the sessions start.
Enjoy lunch while continuing valuable conversations about tax planning, investing, business growth and wealth creation.
Stay refreshed and energized through the closing sessions, expert Q&A discussions and evening networking.
Convenient parking is included, making it easier to attend and enjoy the complete full-day Wealth Summit experience.
The investment environment is changing rapidly. Learn how to combine disciplined fundamental analysis with an understanding of artificial intelligence to survive, adapt and invest more intelligently in the challenging 2026–2027 market.
Artificial intelligence is reshaping industries, business models, valuations and investor expectations. This course provides a practical framework for identifying genuine opportunities while controlling risk.
Learn a practical approach to analyzing companies, understanding valuations, managing investment risk and identifying long-term opportunities in a market increasingly shaped by artificial intelligence.
Course access is complimentary for registered Wealth Summit 2026 attendees.
Learn how tax planning, property analysis, financing and legal structure can work together to improve real-estate decisions and support long-term wealth creation.
Understand depreciation, passive-loss rules, entity selection, capital-gain planning and other tax considerations affecting real-estate investors.
Learn how qualifying building components may be classified into shorter recovery periods, potentially accelerating depreciation deductions.
Explore the structure, investment requirements, timelines and tax considerations associated with Qualified Opportunity Zone projects.
Evaluate office, multifamily, retail and industrial properties using cash flow, capitalization rates, lease quality, debt and market risk.
Understand loan terms, amortization, debt-service coverage, loan-to-cost, equity requirements and capital-stack considerations.
Learn how LLCs, holding companies, operating entities and legal separation may help organize ownership and manage risk.
A successful real-estate strategy involves more than purchasing a property. Investors must understand the property’s economics, tax treatment, financing structure, ownership structure and potential risks before making a decision.
Join us for practical real-estate, tax, financing and wealth-planning sessions.
