Keep more of what you build.
Explore tax-planning approaches relevant to retirement income, ownership and wealth. Understand the conditions that matter and the questions to take to your tax adviser.
TAX STRATEGIES & RETIREMENT PLANNINGCAPITAL & CASH FLOW SUMMIT
You’ve built income.
Now build options.
A successful career. A business. A portfolio.
What will help make work more optional?
Spend two days exploring cash flow, ownership and private opportunities—with investors, founders and specialists who bring different perspectives to your next wealth-building decision.
October 22–23 · Live! by Loews, Arlington · General Admission: $498.50 with code summit, before fees and applicable tax.
MAKE YOUR NEXT MOVE
MORE INTENTIONAL.
MORE INTENTIONAL.
OCT
22–232026
22–232026
Hear from people with
different kinds of experience.
Sharon LechterFinancial education
Steve LawsonCash flow & ownership
Bob StoopsLeadership & execution
Greg S. ReidRelationships & opportunity
THE QUESTION BEHIND THE SUMMIT
What would more
financial freedom
actually take?
You can earn well and still wonder when you’ll have more choice over your time.
You may be considering another property, a business, private lending, a startup or a different way to use the capital you already have. Each path brings its own assumptions, responsibilities and risks.
The summit brings those conversations into one place: how cash flow is built, how opportunities are evaluated, where technology helps, and how relationships can improve the questions you ask.
Use the two days to examine what could fit your goals—and what deserves a closer look before you act.
FIND YOUR REASON TO ATTEND
What are you building next?
Turn business questions into better conversations.
Explore capital, cash flow, ownership structures and the relationships around growth. Bring the decisions you are weighing—and the assumptions you want to challenge.
- What turns revenue into distributable cash?
- How should I think about funding and deal structure?
- Who could help me evaluate the next opportunity?
MAKE THE CONTENT CONCRETE
Five conversations.
A clearer next move.
These are the questions the summit is designed to explore. Come ready to connect them to your own goals, resources and decisions.
Challenge your view of the economy.
Hear investing perspectives on economic conditions, capital and opportunity. Consider how different scenarios could change your decisions.
INVESTING ECONOMICS & CAPITALPut AI to useful work.
Ask how AI supports deal sourcing, research and due diligence—and where human judgment and verification still belong.
LIVE AI PANEL & AUDIENCE Q&AEvaluate the business behind the pitch.
Explore how investors assess startups and private businesses. Think more carefully about the team, business model, capital needs and downside before committing.
STARTUPS, OWNERSHIP & DUE DILIGENCEExpand the people you can learn from.
Meet people working in real estate, private credit, technology and business ownership. Learn about private opportunities and the process of evaluating suitability and access.
PRIVATE OPPORTUNITIES & RELATIONSHIPSThe aim: a more informed perspective on your next step, better questions to ask, and new people to continue the conversation with.
THE PEOPLE IN THE ROOM
Experience from
more than one world.
Financial education. Business ownership. Leadership. Private credit. Technology. Different experience can reveal different questions worth asking.
FINANCIAL EDUCATION
Sharon Lechter
Co-author of Rich Dad Poor Dad and founding CEO of the Rich Dad Company.
CASH FLOW & OWNERSHIP
Steve Lawson
Founder of Unbroken Investing, author of Wealth Highway, and former financial planner.
LEADERSHIP & EXECUTION
Bob Stoops
National Championship head coach and longtime University of Oklahoma leader.
RELATIONSHIPS & OPPORTUNITY
Greg S. Reid
Author, keynote speaker and founder of Secret Knock.
ADDITIONAL PERSPECTIVES
A FEATURED CONVERSATION
AI is changing
how investors work.
Bring your questions.
An open Q&A on sourcing deals, conducting research and doing due diligence. Hear from founders, operators and investment professionals about what is changing—and what still needs a human in the loop.
Moderated by Steve Lawson.
THE AI PANEL
THE TWO-DAY JOURNEY
Build the foundation.
Then explore what’s next.
The summit program connects cash-flow principles and ownership with capital, tax strategies, technology and private opportunities.
DAY 01
Build the foundation.
Examine the principles, relationships and ownership decisions behind cash flow and wealth creation.
- Cash-flow principles & real estate
- Investing economics & raising capital
- Credibility & better relationships
- Mindset, ownership & disciplined decisions
PROGRAM THEMES
Raising capital
Cash flow engineering
Deal structuring
Wealth & exit
Two days of main-stage sessions, live Q&A, opportunity presentations and time to connect over lunch and partner conversations.
WHAT YOU’LL LEAVE WITH
Better questions.
A wider circle.
A more intentional next move.
Over two days, connect the ideas behind cash flow and wealth creation to the opportunities in front of you—and the people who can help you understand them.
See The InvitationA clearer view of cash flow and ownership.
Understand how income-producing assets, business ownership and a disciplined view of capital fit into the path toward financial freedom.
A stronger lens for private opportunities.
Build on the frameworks, questions and real-world perspectives that help you evaluate an opportunity more intelligently.
New ways to think about capital, tax and technology.
Explore advanced tax and capital strategies, self-directed investing and practical uses of AI in research and decision-making.
Relationships you can build on.
Meet business leaders, investors, operators and specialists. Continue the conversations that can improve the opportunities you see and the decisions you make.
The right relationships can improve the opportunities you see, the questions you ask and the actions you take next.
FROM THE SIDELINES TO YOUR NEXT CHAPTER
A live Q&A
with Bob Stoops.
An unscripted conversation about leadership, pressure and building winning teams. A different perspective on the discipline it takes to execute.
See Your Pass OptionsYOUR INVITATION TO ARLINGTON
Make room for
a better conversation.
Choose your pass and use code summit at checkout to save 50% on your ticket.
THE TWO-DAY EXPERIENCE
General Admission
$997$498.50
With code summit · before fees & applicable tax
- Full access to the program’s four tracks
- Main-stage keynotes and panels
- Exhibit hall and networking
- Session recordings after the event
Remember to enter summit before payment.
THE TWO-DAY EXPERIENCE + RECEPTION
VIP Admission
$1,497$748.50
With code summit · before fees & applicable tax
- Everything included in General Admission
- Reserved front-section seating
- Private investor reception October 21
- Small-group sessions with speakers
- Early badge pickup
Includes the October 21 investor reception.
Bringing a team or have a question about attendance? Ask The Event Team
CLOSE TO HOME. ROOM TO THINK.
Two days in
Arlington.
The summit is at Live! by Loews in the Arlington Entertainment District, near Globe Life Field and AT&T Stadium. For DFW attendees, it’s an opportunity to take part without planning a flight.
- THE VENUE
- Live! by Loews – Arlington
1600 E Randol Mill Road
Arlington, TX 76011 - THE DATES
- October 22–23, 2026
Doors at 8:00 a.m.
VIP reception: October 21
On-site parking and valet are available. Our event team can help with hotel arrangements and accessibility requests: [email protected].
BEFORE YOU JOIN US
Clear answers.
Your next step.
Have a question about your visit?
Talk To Our Event Team
Who Is This Summit For?
Business owners, working professionals and investors who want to build cash flow, understand ownership opportunities and make more intentional wealth-building decisions. If you’re thinking about how to put your capital, knowledge or relationships to better use, these two days are designed for you.
What Will I Get Out Of The Two Days?
You’ll explore income-producing assets, tax and capital strategies, AI in investing, and how to evaluate private opportunities. You’ll hear different perspectives, ask better questions and build relationships with investors, founders, operators and specialists—then bring those insights back to the decisions you’re making.
What Is Included In General Admission?
Your General pass includes both conference days, all four program tracks, main-stage keynotes and panels, the exhibit hall, networking and session recordings after the event. Join the sessions, take part in the conversations and revisit the content afterward.
What Does VIP Add?
VIP includes everything in General Admission, plus reserved front-section seating, the private investor reception on October 21, small-group sessions with speakers and early badge pickup. Choose VIP if you want the additional reception and smaller-group experience alongside the full two-day program.
How Do I Use The 50% Offer?
Copy summit—all lowercase—and enter it in the promo-code field at checkout before paying. Your General ticket becomes $498.50, or VIP becomes $748.50, before fees and applicable tax. Check that the discount appears in your order summary, then complete your registration.
Will There Be Real Investment And Business Opportunities?
Yes. The program includes selected opportunity presentations alongside educational sessions and expert Q&A. You’ll hear perspectives from people working in real estate, private credit, technology and business ownership, and learn more about the people, assumptions and questions behind an opportunity. Participation in any investment depends on that opportunity’s eligibility and terms.
How Will The Two Days Flow?
Thursday builds the foundation through cash-flow principles, real estate, investing economics, capital and relationships. Friday explores leverage: tax strategy, self-directed capital, AI, private opportunities and execution. Both days include lunch with partner tables and time for conversations between sessions. Doors open at 8:00 a.m.
Where Is The Summit, And Can I Stay At The Venue?
Join us at Live! by Loews – Arlington, 1600 E Randol Mill Road, Arlington, TX 76011, near Globe Life Field and AT&T Stadium. The host hotel puts your stay close to the conference. Rooms are booked separately from your pass; our event team can help with hotel arrangements. On-site parking and valet are available.
How Can I Make The Most Of Attending?
Bring the decision you’re working through: a cash-flow goal, a capital question, a business idea or an opportunity you want to understand. Use the sessions to sharpen your thinking, ask questions during Q&A and introduce yourself between sessions. The relationships and conversations are an important part of the experience.
How Do I Register Or Get Help With My Booking?
Select General or VIP, apply code summit at checkout and complete your registration. Your order summary shows the full total and registration terms before payment. For booking changes, hotel arrangements or accessibility requests, email [email protected] with your name and booking details.
OCTOBER 22–23 · ARLINGTON, TEXAS
Your next chapter
starts with better decisions.
Bring your questions. Hear different perspectives.
Meet people you can continue learning from.
General Admission $498.50 with code summit, before fees and applicable tax.