OWN IT PROTECT IT FUND IT BUILD IT OWN IT PROTECT IT FUND IT BUILD IT
✦ WEALTH BUILDING SUMMIT SPONSORS APPLICATIONS ARE OPEN APPLY NOW OWN IT. BUILD IT. FUND IT. PROTECT IT. ✦

NASHVILLE, TENNESSEE • JULY 26, 2027

Define Your Legacy

Middle Tennessee's premier gathering for visionary investors, high-yield strategists, and leaders committed to building enduring generational wealth.

PROVEN TRACK RECORD

Demonstrated leadership, proven community stewardship, and institutional authority across Middle Tennessee.

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Framework Pillars

SUMMIT EXPERIENCE & TRACKS

The Room Where
Middle Tennessee
Builds

Immerse yourself in intense, practical sessions led by seasoned institutional operators. Gain access to actionable frameworks designed for aggressive local market expansion.

Real Estate Strategies

Tactical acquisition models for high-growth Middle Tennessee corridors.

  • Off-market commercial sourcing
  • Multi-family value-add playbooks
  • Zoning & sub-market expansion

Funding & Financing

Structure private lending relationships and scale institutional debt facilities.

  • Private money syndication blueprints
  • Creative debt & mezzanine structures
  • Direct lender negotiation formulas

Protecting Wealth

Bulletproof asset protection, tax optimization, and generational legacy planning.

  • Advanced entity structuring (LLC/Trust)
  • 1031 exchange & cost segregation tactics
  • Multi-generational transfer frameworks

Industry Connections

Direct access to high-net-worth partners, vetted contractors, and brokers.

  • Private deal-making breakout lounges
  • Vetted regional vendor directory
  • Executive mastermind cohort access

METHODOLOGY & BLUEPRINT

The Framework
Of
Wealth

Four steps. One proven process. Built for real estate investors, founders, and families seeking multi-generational financial sovereignty across Middle Tennessee and beyond.

  • Asset-backed equity acquisition strategies
  • Ironclad legal and trust architecture
  • Non-bank capital stack and private lending
  • Compounding syndications & portfolio scaling
THE FRAMEWORK

The Framework of Wealth

Four pillars. One foundation for building your legacy.

Practical education for aspiring homeowners, investors, entrepreneurs, builders, and families ready to build and preserve generational wealth across Middle Tennessee and beyond.

PILLAR 01

OWN IT

Explore homeownership, investment properties, and strategic land acquisition as pathways to building wealth.

Topics
Homeownership Investment Properties Land Acquisition Ownership Strategies
PILLAR 02

PROTECT IT

Learn how insurance, estate planning, and asset protection strategies can help preserve what you build and prepare the next generation.

Topics
Insurance Coverage Wills & Trusts Estate & Inheritance Planning Asset Protection
PILLAR 03

FUND IT

Understand credit readiness and explore financing options for home purchases, real estate investments, and development projects.

Topics
Credit & Financial Readiness Homebuyer Financing Down Payment Assistance Investment Property Loans Private Capital & Lending Land & Construction Financing
PILLAR 04

BUILD IT

Explore strategies for developing real estate, growing your portfolio, and creating a lasting family legacy.

Topics
Real Estate Development New Construction Portfolio Growth Strategic Partnerships Generational Wealth & Legacy

30-DAY WEALTH BUILDING CHALLENGE

30 Days to a
Stronger Future

Four targeted weekly sprints engineered to turn financial knowledge into immediate real-world ownership. Complete with live weekly strategy check-ins, custom spreadsheets, and dedicated accountability milestones.

📅 Cohort Dates: Oct 15 - Nov 14  •  🔴 Live Weekly Group Check-Ins (Thursdays 7PM CST)  •  🎯 Actionable Milestones

WEEK 01

Own It

Build a strong financial foundation and explore pathways to homeownership, investment properties, and land ownership.

✓ Assess your income, expenses, debts, and net worth.
✓ Set clear savings and ownership goals.
✓ Explore homeownership, investment properties, and land acquisition.
✓ Learn how to evaluate properties and prepare for a purchase

Outcome: A financial snapshot and ownership action plan

WEEK 02

Protect It

Explore strategies to protect your assets, prepare your loved ones, and preserve your legacy.

✓ Review insurance needs, including life, property, and liability coverage.
✓ Understand wills, trusts, powers of attorney, and beneficiary designations.
✓ Explore estate planning, inheritance, and business ownership structures.
✓ Organize important documents and create a family legacy checklist

Outcome: A protection and legacy checklist to review with qualified professionals.

WEEK 03

Fund It

Understand financial readiness and explore funding options for home purchases, investments, and development projects.

✓ Review credit, savings, debt, and financing readiness.
✓ Explore homebuyer loans and down payment assistance programs.
✓ Compare investment property loans, private lending, and business financing.
✓ Understand land and construction financing, loan costs, and repayment requirements

Outcome: A financing preparation checklist and funding options to explore.

WEEK 04

Build It

Turn your goals into a strategy for real estate development, portfolio growth, and lasting wealth.


✓ Explore real estate development, renovation, and new construction.
✓ Learn to evaluate project costs, cash

Outcome: Live submitted deal package + portfolio execution roadmap.

SUMMIT ACCESS & ADMISSION

Commit to Your
Growth

Select your pass to experience two transformative days of high-caliber real estate, asset protection, and institutional wealth strategies in Nashville.

LIMITED TIME TIER

Early Bird Admission

Secure advance placement for the 8th Annual Summit before general seating opens.

$37 / single pass

  • Full 2-Day access to all main stage keynote sessions
  • Official Summit Wealth Framework workbook & toolkit
  • Access to the Middle TN real estate dealmakers mixer
  • Post-event digital replay library (30 days)

GENERAL ADMISSION

Standard Registration

Comprehensive access for active investors seeking scalable wealth infrastructure.

$47/ single pass

  • Full 2-Day access to all main stage keynote sessions
  • Official Summit Wealth Framework workbook & toolkit
  • Access to the Middle TN real estate dealmakers mixer
  • Post-event digital replay library (60 days)
  • Live Q&A submission access with keynote panelists

SPECIAL RATE · ALUMNI & INVITEES

Summit Attendee Pass

Dedicated rate honoring returning alumni and vetted community members.

$27 / loyalty pass

  • Full 2-Day access to all main stage keynote sessions

  • Reserved seating in the Legacy Tier section (Rows 3-7)

  • Invitations to the Private Alumni Networking Breakfast

  • Official Summit Wealth Framework workbook & toolkit

  • Lifetime digital archive access to all 8th Summit recordings

EXECUTIVE ACCESS

VIP Executive Pass

Highest tier experience including direct 1:1 strategy consultation and private dinner.

$97 / executive

  • Front Row VIP Seating & Private Concierge service
  • Private 1:1 Post-Summit Wealth Strategy Consultation (60 min)
  • Exclusive VIP Dinner with Keynote Speakers & Headliners
  • Full lifetime replay access + proprietary contract templates
  • Expedited VIP check-in & private lounge access

VERIFIED LOCAL RESULTS

Real Stories From Attendees

How Middle Tennessee investors, business owners, and families implemented the Summit framework to secure local assets and build generational wealth.

★ ★ ★ ★ ★

"The New Agent Program at Grande Style Homes was extremely helpful for me as a new agent. I learned so much from my mentor, Sheena Smith, who guided me through building my real estate business while balancing life as a college student. This program truly gave me the foundation and confidence I needed to grow in real estate!"

 Jordan Matthews
Jordan Matthews
★ ★ ★ ★ ★

"I attended the 7th Annual Wealth Building Summit and the event was insightful! The event was well put together and had a variety of thoughtful real estate sessions. The guest speakers gave real-world, practical advice that can be used today. I’m glad I had the opportunity to attend and connect with others in the industry."

 Jalen Edwards
Jalen Edwards
★ ★ ★ ★ ★

Wonderful experience & excellent information!! I appreciate you hosting such an awesome Wealth Building Summit!❤️

 Felecia Mastin
Felecia Mastin

NASHVILLE, TN • JULY 26, 2027

The 8th Annual
Wealth Building Summit

Seating for the 2027 Nashville convening is strictly capped to protect our closed-door deal rooms and private institutional masterminds. Lock in first-round priority access before general registration opens to the public.

Strictly limited to 450 legacy attendees • Early access window opens Spring 2027