SPEAKERS

To pause the slideshow of speakers biographies, press the 'Pause' button at the bottom of the presentation.


Listen to Robert talk with KRLD’s Ernie Brown

with The Rich Dad Advisors

Garrett Sutton - Business Entities Tom Wheelwright - Taxes Ken McElroy - Real Estate Michael Maloney - Gold and Silver Rodney Anderson - Credit and Debt Listen to Tom Wheelwright’s talk with KRLD’s Ernie Brown

Special Guests

Joe Hooper - Comound Stock Earning Aaron Zalewski - Compound Stock Earning Michael Mauceli - Oil and Gas Wayne Kirk - Oil and Gas Blake Tarboroufh - The Botsford Group

Local Financial Experts

Mark Sormberger - Cash Flow Management, LLC Phil Storer - Dillion Gage, Inc. Blake Tarboroufh - Captial Concepts Dan Levin - Life Settlements Stephen Davis - Lifestyles Unlimited
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BREAKOUT SESSIONS

TITLE
How to “Rent Stocks” to Produce 3-6% Per Month Cash Flow Regardless of Market Direction

SPEAKERS
Joseph Hooper and Aaron Zalewski of Compound Stocks Earnings

DESCRIPTION
Compound Stock Earnings principals Joseph Hooper and Aaron Zalewski are nationally syndicated radio talk shows hosts, investors, financial educators and authors of the all time best selling book on its topic "Covered Calls and LEAPS: A Wealth Option".

Robert Kiyosaki wrote the foreword to "Covered Calls and LEAPS: A Wealth Option" declaring it a "Brilliant book... that makes investing for cash flow simple… This strategy is about a class of investor that likes to win, not gamble."

In their revolutionary philosophy of “growth through cash flow”, Compound Stock Earnings demonstrates how writing covered calls against stocks the correct way provides 3 - 6% per month consistent cash flow - regardless of market direction. This cash flow can provide income in retirement or, alternatively, can be reinvested on a monthly basis to dramatically compound the growth of a stock portfolio.

Those familiar with Robert Kiyosaki’s work are aware that mutual funds are the investment vehicles of the poor. The rich invest for cash flow and the CSE Covered Call technique is how you turn your IRA, 401(k), cash account or current stock portfolio into a monthly cash flow generating asset.

The break out seminar will be presented by CSE Principals Joseph Hooper and Aaron Zalewski.

TITLE
Energize Your Investments with Money in the Ground

SPEAKERS
Michael J. Mauceli and Wayne Kirk of REEF Oil and Gas

DESCRIPTION
This morning reef introduced us to the world of oil and gas investing. You learned about the potential scams and risks involved. Plus, you got insight into the huge benefits available. It’s easy to see why so many people are “energizing their investments!” In this seminar you’ll dive even deeper into the nuts and bolts of oil and gas. Just how potentially lucrative is oil and gas investing? What kinds of investments are available? What is the risk/reward in each case? What are the tax benefits? How are these investments funded? Don’t miss this chance to get the answers you need to make informed decisions, and find out why participating in energy can be the opportunity you’ve been looking for to diversify and balance your portfolio.

TITLE
It's All About Lifestyle-Creating Predictable Income and Protecting What You Have!

SPEAKERS
Erin Botsford of Lifestyle Driven Investing

DESCRIPTION
Creating your preferred lifestyle is not about achieving a “Number.” It’s not about “Asset Allocation” or “Couch Potato Portfolios” – It’s about creating a regular, predictable income stream to finance your lifestyle. Creating wealth is also not enough; you need to protect your wealth from both economic and other financial risks if you are to achieve your goals.

Learn from Erin Botsford, one of America's Top Financial Advisors, how to create regular, predictable income from traditional paper assets, and how to mitigate risks the financial markets and life throw at you. Learn the concepts of "Lifestyle Driven Investing"™ and why traditional asset allocation models won't take you where you want to go. You will be exposed to the proprietary techniques and comprehensive process Erin has developed for her elite clients. This is a rare opportunity to hear an advisor who specializes in managing and counseling high net worth individuals regarding their financial affairs.

TITLE
Who Says Banks Are Not Lending?

SPEAKERS
Blake Yarborough of Capital Concepts

DESCRIPTION
Learn the financing secrets that allowed Blake Yarborough to buy 24 investment properties in the last year which produce $10,000 a month cash flow. Down Markets are the time to buy with the largest profit margins. With the right financing techniques and programs YOU CAN buy enough cash flowing real estate to Retire. You will learn how to move beyond the limitations of conventional financing. In addition our partners can help you locate properties to accomplish your goals.

TITLE
Beating the Odds Like a Pro – How to Protect Your Wealth and Score Big in the Next Market Drop!

SPEAKERS
Phil Storer of Dillon Gage, Inc.

DESCRIPTION
It's become evident in recent years that individuals need to take personal control of investing and not rely on safety in numbers, says Phil Storer, based on his forty years of experience. “For too long, we've believed there was security for us if our money was in a mutual fund or a 401K mix,” he says.

His seminars will show why that isn’t necessarily so, and present simple, practical ways for individuals to protect their investments and actually profit from a downturn in the market. His new book, Chalk Talks for Traders – Easy Xs and Os from a Proven Market Pro, will supplement the sessions with proven ways and mechanics to recognize market changes.

TITLE
How to Survive and Thrive in This Credit Economy

SPEAKERS
Rodney Anderson of Supreme Lending

DESCRIPTION
Truth is, there’s no secret to spending and saving wisely. Living a financially secure lifestyle is as simple as taking proven steps, today, to solve past credit missteps while also preparing for a financially successful future. Others have done it. Anyone can do it. So can you. You just need someone to show you how, On April 24th, Rodney Anderson does just that. He’ll be available to tackle tough topics such as how to navigate through marriage, divorce, bankruptcy, foreclosure, dealing with collection agencies, the dangers and pitfalls of online shopping, protecting consumers identities, and many other topics that get to the heart of America’s financial and credit meltdown. A consumer credit expert, host of CBS Radio’s Saving Your Financial Life with Rodney Anderson and the creator of the Medical Debt Relief Act of 2009, HR3421, Rodney Anderson provides people of all ages and levels of experience with a powerful set of strategies for surviving the current credit crunch and solving a wide range of common credit problems. Whether you’re facing foreclosure, bankruptcy, mounting debt, or you’re looking for ways to overcome the past and secure your financial future, Rodney will show you how to:

The truth is, we live in a credit economy. With over 25 years of experience advising real people on their very real credit problems, Rodney Anderson possess an intricate understanding of what it takes to manage money effectively and to take control of one’s financial life. Don’t miss this opportunity!

TITLE
Cash flow/Income Generation Strategies for High Net Worth

SPEAKERS
Mark Sormberger of Portfolio Cash Flow Management

DESCRIPTION
Portfolio Cash Flow Management (PCFM) is an SEC Registered Investment Advisory Firm that specializes in cash flow / income generation strategies for high net worth clients.

Investors that may benefit from PCFM’s services include:

  1. Existing stock holders: PCFM implements a proprietary income generation strategy that creates a monthly cash flow from a client’s existing stock portfolio, without selling the stocks. Rather than watch your stock positions simply rise and fall with the markets, investors can transfer those positions into the management of PCFM and receive a monthly income stream from their assets. The income stream / cash flow can be generated without selling the stock positions. PCFM has averaged approximately 3% per month cash flow from its clients existing stock positions to date.
  2. Cash to invest: For those with cash to invest, PCFM also implements another proprietary income generation strategy. This strategy involves producing monthly cash flow for the client, without the need for the client to own an underlying portfolio of stocks. The income stream can be withdrawn on a monthly basis to provide cash flow for living expenses or can be re-invested each month to grow the asset base and income level of the account.

Portfolio Cash Flow Management (PCFM) is an SEC Registered Investment Advisory Firm and offers its services to qualified investors only.

TITLE
Rich Dad Education’s Learn to Be Rich™ Workshop

SPEAKERS
Brian Wilkes of Rich Dad Education

Rich Dad Education

DESCRIPTION
Learn to Be Rich™ was developed to help you end the stress of money worries by showing you multiple ways you can create cash flow using the same “Golden Rules” the rich have used again and again to building their wealth. No matter what your current financial situation, at our Rich Dad Education Workshop you’ll discover precise, profitable methods you can use RIGHT NOW to build wealth – including how to:

In today’s changing economy, you need this information! Remember, KNOWLEDGE IS MONEY. Be sure to attend the Rich Dad Education Learn to Be Rich breakout session presented by Brian Wilkes.

TITLE
Secrets to Overcoming Obstacles and Taking Action

SPEAKERS
Monnica Manuel of Rich Dad Coaching

Rich Dad Coaching

DESCRIPTION
Everyone wants to be successful. What is it that sets the real achievers apart from the dreamers? What has kept you from taking action? For 9 years Rich Dad Coaching has helped thousands of clients create and implement successful investing plans around real estate, entrepreneurship, paper assets and more.

Get introduced to the formula that Rich Dad Coaches use in helping their clients start doing the things necessary to make their dreams of success a reality.

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EXHIBITOR SESSIONS

TITLE
Short Sales: A Profitable Tool for Investing in Today’s Real Estate Market

SPEAKERS
Gina and Tom Branch of Remax Dallas Suburbs

DESCRIPTION
Join us for an introduction to Short Sales and how investors can take advantage of current single-family housing market conditions. Topics to be covered include an overview of the short sale process, the cash flow model, and legal pitfalls to avoid.

TITLE
How to find Texas Foreclosures Fast and Easy

SPEAKERS
George Roddy Sr of Foreclosures Listings Services

DESCRIPTION
Foreclosure Listing Services provides a complete monthly listing of foreclosures for 25 counties from the Red River to San Antonio. For 4 decades, FLS has been the leading source for Texas Foreclosure Data. Including monthly foreclosures lists, auctions lists, post-bankruptcy alert lists for 73 countries and statewide REO database with more than 6,000 bank owned commercials and residential properties. FLS is web based and properties can be viewed, printed and downloaded to excel files.

TITLE
7 Principles of Building Wealth Through Real Estate

SPEAKERS
Stephen Davis of Lifestyles Unlimited

DESCRIPTION
Stephen will be live at this event to discuss the 7 principles that his students and members use to run their families and businesses and can answer your questions about how you can use real estate to build wealth and passive income streams for you and your family.

Lifestyles Unlimited’s students own thousands of single-family rent houses and hundreds of apartment complexes across Texas and the US. In three of the last four years, the National Apartment Association has named a Lifestyles student as owner of the year. Their success is due in large part to the hands on mentoring available at Lifestyles Unlimited.

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AGENDA
Time Activity Location
7:00 - 8:00 Registration Exhibition Hall opens
8:00 - 9:30 Robert Kiyosaki LIVE on stage Arena
9:30 - 9:45 Introduction of featured speakers Arena
9:45 - 10:45 Networking Exhibit Hall
10:45 - 11:30 Break-out Sessions  
11:45 - 12:30 Break-out Sessions  
12:30 - 1:00 Networking/lunch Exhibit Hall
1:00 - 2:30 Robert Kiyosaki with his Rich Dad Advisors Arena
2:30 - 3:30 Networking Exhibit Hall
3:30 - 5:00 Robert Kiyosaki with his Rich Dad Advisors Arena
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VENUE INFO
Embassy Suites Hotel - Dallas-Frisco

  • 1 (972) 712-7200

  • 1 (972) 712-7221

  • Embassy Suites Dallas/Frisco Hotel &
    Convention Center
    7600 John Q. Hammons Drive
    Frisco, Texas 75034

Directions to hotel & convention center from:

Dallas/Fort Worth International Airport

Take Highway 121 North to Parkwood Dr. Make a left onto Parkwood Dr., heading north. Turn left onto John Q Hammons Drive heading west. Make an immediate right into the hotel. The hotel is 19 miles from the North Exit of the DFW International Airport.

View map

Download conference center floor plan

Dallas Love Field Airport

Take the North Dallas Toll Way North, exit State Hwy 121 going East to 1st traffic light-Parkwood Dr. and turn left. Hotel is 3 blocks north on the Left.


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Sponsors
CBS Radio CBS Radio

Supporting Sponsors

lifestylesunlimited.com Portfolio Cashflow Management Credit 911 Reef The Branch Team The Botsford Group Chalk Talks for Traders Chalk Talks for Traders Capital Concepts Inc.
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