DUE DILIGENCE MASTERY WEEKEND
A Private Experience for Professional Practice Owners and Their Spouses
June 20-22 | New York City
Inside The Private New York Meeting Where Elite Dental Professionals & Their Spouses Will Learn To Shield Their Wealth From The Greatest Market Risk In 40 Years
Shield Your Wealth
Protect against market volatility
Meet Elite Operators
Face-to-face with trusted partners
See Real Assets
Walk actual income-producing properties
What's the real risk to your wealth right now? It's not just the volatile stock market... or rising inflation... or global instability...
The greatest risk is continuing to believe that "traditional" paper-asset investing will somehow protect your family's financial future in a world where the rules have fundamentally changed.
When you log into your investment accounts, do those digital numbers on the screen represent real wealth? Or just paper promises that could evaporate overnight? If markets can swing wildly based on tweets and algorithms, are your decades of hard work truly protected?
When your financial advisor recommends staying the course, do you feel genuine peace of mind... or nagging uncertainty?
RESERVE YOUR SEAT
Why This Matters Now: Hard Assets In Uncertain Times
We are living through a seismic economic shift. Only wealth tied to hard assets will endure the coming decade's challenges.
Alternative Investments That Will Weather The Storm
Real Estate
Private credit (lending) and private equity (ownership)
Precious Metals
Physical gold, silver and platinum as inflation protection
Energy
Oil, gas and renewable energy production assets
Commodities
Agricultural products and natural resources with intrinsic value
Land
Productive farmland, timberland and development opportunities
Businesses
Cash-flowing operations with tangible assets and proven models
Insurance
Specialized policies that protect and grow wealth over time
Join Me For A Transformational 3 Days In New York City
This June, for the first time ever, I'm giving a small group of dentists unprecedented access to see exactly how our most successful members have broken free from Wall Street's paper wealth trap.
I am inviting you to join me and an inner circle of private clients on a trip to walk actual properties and meet face-to-face with an incredibly niche investment operator who is thriving in today's uncertain market.
  • This isn't another "investment seminar."
  • This isn't a pitch fest.
  • This isn't about gambling on the next hot stock tip.
You'll witness—with your own eyes—the exact wealth preservation system that's allowing them to sleep soundly while others worry about their evaporating paper wealth.
Becky
⭐⭐⭐⭐⭐
"The exchange of information is phenomenal on these trips. People with more experience than we do help us build confidence, and it's amazing. I just couldn't do this without the input from the rest of the group."
Nathan
⭐⭐⭐⭐⭐
"Seeing the operator's niche model and his understanding of his market is incredible. And he's willing to share so much of what he knows and loves to do it."
Transformational Weekend Agenda
1
Friday: Private Strategy Workshop
Join me for an intimate deep-dive session where you'll clarify your true financial picture and timeline.
  • Your Freedom Number—the capital required to replace your active income
  • How to create cash flow without the stock market rollercoaster
  • A step-by-step roadmap to buy back your time—now, not someday
2
Saturday & Sunday: Experience the Strategy
"Boots on the Ground" Due Diligence: Walk actual income-producing assets beside me and successful Freedom Founders member couples. See the properties with your own eyes.
Direct Operator Access
Meet face-to-face with one of our most trusted investment partners. See their systems in action. Get unfiltered answers about how they're generating returns in today's market.
3
Dinner Cruse on New York Harbor
Private yacht tour of New York Harbor with stunning views of the Statue of Liberty and Manhattan skyline. You'll also experience some of the best cuisine in New York City.
A Couple's Getaway With Purpose
Alignment & Clarity
This weekend isn't just about investment strategy—it's about alignment. Attending as a couple creates a rare opportunity to step away from the daily grind, gain clarity together, and engage in meaningful conversations about your future.
Like-Minded Community
You'll be surrounded by other like-minded couples who are also on a journey to greater freedom, purpose, and control. Whether you're already aligned or still figuring things out, this shared experience can be a powerful catalyst.
Unforgettable Experience
With New York City as the backdrop, the weekend will be a luxurious getaway—combining growth, connection, and a bit of adventure into one unforgettable trip.
Why This Matters Now
We're not in the same economic world anymore. The timing could not be more critical - the US and global economies will never be the same. The rules of wealth preservation have changed, and a new economic reality is being constructed right before our eyes.
Now is the time to adapt by shifting toward real, hard assets and reducing your exposure to market volatility. The markets are in crisis, and the numbers tell a concerning story. Are you ready to build your financial ark and secure your family's future?
Join us for a transformational 3-day weekend in New York City, where elite dental professionals and their spouses will learn to shield their wealth from the greatest market risk in 40 years. This is a couple's getaway with a purpose - a chance to gain the knowledge and tools you need to navigate these uncertain times.
The Old Models Are Breaking Down
The traditional "Max out 401(k), trust the stock market, retire at 65" advice was built for a different world that is now behind us.
The Economic Rules Are Changing
Tariffs, inflation, interest rates, global instability, policy whiplash threaten to unravel markets and economies.
It's Time For A Future-Thinking Shift
Hard assets, private equity, cash-flow alternatives offer independence from an unstable and unpredictable system.
A Financial Ark - Stability & Options
Create real wealth that withstands market volatility
Markets In Crisis: The Numbers Tell The Story
The financial landscape is rapidly changing, with traditional investment vehicles showing unprecedented vulnerability. Consider these sobering statistics:
-5.86%
S&P 500 YTD
Major market indexes experiencing their worst performance since 2008
$34T
National Debt
Growing at an unprecedented rate of $1T every 100 days
28.5x
S&P 500 P/E Ratio
Significantly above the historical average of 16, indicating severe overvaluation
These aren't just numbers—they're warning signals. Traditional investment strategies that worked in previous decades are now exposing investors to extraordinary risk. The combination of market decline, unsustainable national debt, and extreme stock overvaluation creates a perfect storm for wealth destruction.
For dental professionals who've spent decades building their practices and wealth, this market environment demands a completely different approach to asset protection and growth.
Are You Ready To Build Your Financial Ark?
This is For You If You…
  • Have a successful practice but feel chained to the chair
  • Are ready to diversify outside Wall Street
  • Have at least $1M in assets
  • Don't have the time or energy to take a "DIY" approach to real estate investing
  • Are coachable and ready to take action
Investment & Details
  • Dates: June 20-22
  • Location: New York City
  • Cost: $5,000 per couple
  • Includes: Hotel accommodations, all group meals, private financial workshop & investment site visits, private yacht experience (weather permitting)
This is a curated, highly personalized event. We're only inviting a handful of guests. I have never offered an event like this before - I can't say when (if at all) this opportunity will be available again.
For the right couple, this private opportunity may be exactly what you've been looking for.
If that sounds like you and you're ready to take control of your financial future…
Feedback From Previous Events
Becky
⭐⭐⭐⭐⭐
"The exchange of information is phenomenal on these trips. People with more experience than we do help us build confidence, and it's amazing. I just couldn't do this without the input from the rest of the group."
Nathan
⭐⭐⭐⭐⭐
"Seeing the operator's niche model and his understanding of his market is incredible. And he's willing to share so much of what he knows and loves to do it."
David
⭐⭐⭐⭐⭐
We did a boat tour on the East River, then went around the tip of Manhattan up to the Hudson. And the statue lit up, and you could almost reach out and touch it. And we just had the best meals, and it was a great time. So, if you can ever go on one, I'd recommend going.
Keith ⭐⭐⭐⭐⭐
Whenever they do it again, sign up and go. Met a lot of great new Freedom Founders members. We all had a really great time.
Guy ⭐⭐⭐⭐⭐
I can't say enough good things about it. Great food. Everything was first class.
Secure Your Family's Financial Future Today
This exclusive opportunity to transform your financial trajectory won't last. Only a select few dental professionals will join us in New York City for this life-changing weekend of wealth protection strategies.
The market volatility we're facing is unprecedented – but you don't have to navigate it alone. Join fellow high-achieving professionals who are taking decisive action to secure their legacy.
This is a truly unique invitation. I can't say when I'll host another event like this. Don't wait to reserve your seat.