

Join thousands of investors, entrepreneurs, and high performers at this FREE virtual event and learn the strategies you need to thrive in today’s market.
✅ What if you could skip the costly lessons and learn directly from those who’ve been through it all (made millions, lost millions, and came back smarter)?
✅ What if you had a proven framework to assess every deal with clarity and confidence?
✅ What if your investments didn’t just add to your portfolio, but actually supported the life you want to live?
✅ What if you could learn how to live your best life all from the comfort of your home and for free!
Join over 1,000+ accredited investors for this premier FREE virtual event designed to equip you with the tools, insights, and connections you need to thrive, not just financially, but personally.
This is a no-pitch summit. Every session is packed with real value from trusted experts, no sales presentations disguised as education.
Here’s what you’ll learn:
Discover a holistic path to lasting wealth—where financial growth meets personal development. From mastering real estate syndications to optimizing your mindset and health for peak performance, the Invest Smart Summit brings together the tools and insights you need to thrive.
Learn directly from top-tier experts: best-selling authors, international tax authority, elite attorney, financial whizzes and real estate pros who will equip you with actionable strategies to build smarter, avoid common pitfalls, and scale with confidence.
Whether you’re just starting your investment journey or looking to sharpen your edge, this summit is your gateway to deeper knowledge, stronger networks, and greater financial freedom, all from the comfort of your home!

The global economy is shifting rapidly, and investors need to understand the forces shaping the next cycle. Kathy Fettke will break down the key macroeconomic trends—including inflation, interest rates, housing supply, and economic growth—and what they may mean for investors heading into 2026.

Financial success starts with disciplined money management and smart decision-making. In this session, our speakers will share practical strategies for managing cash flow, building long-term wealth, and making financial choices that support your investing goals.

Your physical and mental health directly impact your ability to perform, make decisions, and build wealth over time. Ryan Kennedy will discuss practical strategies to optimize energy, resilience, and long-term health so you can operate at your best in both business and life.

Taxes can be one of the largest expenses investors face—but with the right strategy, they can also become a powerful wealth-building tool. Amanda Han and Matt MacFarland will share key tax strategies investors use to preserve more of their returns and structure investments efficiently.

Real estate markets have shifted dramatically from the low-interest-rate environment of the past decade. In this session, Gary Lipsky explains what’s driving the current market reset and the mistakes many investors make during changing conditions. He will also share the principles disciplined investors use to structure resilient deals and identify opportunities that emerge when markets transition.

Federal Reserve policy influences everything from borrowing costs to asset prices. J Scott will explain how Fed decisions affect markets, credit conditions, and investment opportunities—and how investors can think about positioning themselves as policy evolves.

Investors today face a dramatically different landscape shaped by inflation, global debt levels, and shifting economic dynamics. This panel will explore how investors can think about allocating capital across asset classes and positioning portfolios for the next market regime.

In this powerful session, Sahil Bloom introduces his Five Types of Wealth—Time, Social, Mental, Physical, and Financial. Drawing from global insights and personal experience, he shares how to align your actions with what truly matters. You’ll walk away with practical tools to unlock more time, strengthen relationships, sharpen your mindset, improve your health, and build lasting financial freedom.

In this eye-opening session, Gary Lipsky—seasoned investor and author of Invest Smart—reveals the red flags passive investors often miss in real estate syndications. Drawing from 20+years of experience, he’ll show you how to vet sponsors, deals, and underwriting so you can protect your capital and invest with confidence.

In this transformative session, In a world full of financial noise, how do you know what really works?
In this engaging panel, top personal finance experts share the best advice they’ve ever received, the tools they personally use to manage their money, and how they cut through the noise to stay focused. You'll hear about which apps and systems they rely on, and where they turn for trusted information.
















MEET YOUR HOST
President of Break of Day Capital
Gary Lipsky is a 20+ year real estate entrepreneur focused on his award-winning multifamily syndication business and has acquired 1800+ apartment units.
Gary is the host of the Real Estate Investor Podcast, where he interviews industry experts to provide broad range education to investors. He is also the best-selling author of Best in Class, founder of the Asset Management Summit, and a guest speaker featured at many prominent conferences.



Copyrights 2026 | Invest Smart Summit
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