October 16 to 18, downtown Indianapolis. Friday is for relationships,
Saturday is the work, and Sunday is the suite. Times may shift a little as
October gets closer; the shape of the weekend won't.
Hotel Indy, 141 East Washington Street, downtown Indianapolis
Conference
Friday rooftop reception and the full Saturday conference
VIP
Everything above, plus Sunday at the Colts from the Invst field-level suite
The question
How does a physician move from high income and low optionality to ownership, freedom, and legacy?
Room block
Stay in the building. We hold a block at Hotel Indy at a
negotiated LegacyRx rate. Book at the LegacyRx rate →
Friday · October 16
Connection before content
Cannon Ball Lounge, the Hotel Indy rooftop. The weekend starts
with people, not slides.
4:00 PM onward
Hotel check-inSettle into Hotel Indy and explore downtown Indianapolis.
6:00 to 6:30
Arrival, registration and welcome cocktailsName badges, cocktails, light bites, and relaxed rooftop introductions.
6:30 to 6:40
A brief welcome from KyleThe tone for the weekend: honest conversation, new relationships, and building a life that lasts.
6:40 to 7:45
Intentional rooftop networkingOpen networking with optional prompts. What are you building? Where do you feel stuck? What would greater freedom allow you to do?
7:45 to 8:00
Weekend previewHow Saturday runs, the live physician case study, speaker access, and Sunday's VIP experience.
8:00 to 9:00
Open networking and final cocktailsUnstructured time for deeper conversation. Official programming ends at 8:30.
Saturday · October 17
The conference
Hotel Indy meeting space. Breakfast from 8:00, the formal program
9:00 to 5:30, then an open half hour with the speakers. Kyle hosts the whole day,
framing each session and closing the loop at the end.
8:00 to 8:50
Breakfast, registration and guided networkingBreakfast, coffee, badges, and introductions with a bit of structure so nobody has to work the room cold.
8:50 to 9:00
Opening video and seatingFind your table. The day starts on time.
9:00 to 9:20
Headlights: what is wealth, and what are you building it for?Kyle opens the day and sets the frame: wealth as a tool for freedom, family, purpose and legacy.Dr. Kyle Stephenson, D.O.
9:20 to 10:00
High income is not freedomEarning, identity, financial literacy, and building a life that outlasts the paycheck, from someone who has lived both sides of it.Eddie Gill
10:00 to 10:15
A message from Scott JarredJoining by video.
10:15 to 10:30
Morning break and networkingCoffee, refreshments, and speaker access.
10:30 to 11:30
Live physician case study: rebuilding the gameboardA real physician's picture worked through live: cash flow, debt, protection, investing and optionality, with the gaps named out loud.Josh Peters, CFP® · Geoff Thomas
11:30 to 12:05
Keep more of what you make: proactive tax strategyEntity structure, deductions, retirement-plan coordination, real estate and business ownership, and the planning that happens before year end.Preston Anderson, CPA
12:05 to 12:35
The Wealth Machine: turning income into optionalityCoordinating cash flow, protection, investing and ownership so a high income buys choices rather than just a bigger life.Josh Peters, CFP® · Geoff Thomas
12:35 to 1:20
Lunch and intentional networkingLunch on-site, with speakers spread across the tables rather than sitting together.
1:20 to 2:05
Beyond the chair: from provider to ownerA clinician and his wife on moving from earned income to owning a business, and what that actually asked of them.Brandon Stafford, DDS · Samantha Stafford
2:05 to 2:55
Beyond Wall Street: alternative investmentsReal estate, oil and gas, and solar, each given a few minutes: how the returns are made, the risks, liquidity, tax treatment, due diligence, and who each one is not for. Then a moderated comparison and your questions.Kent Ritter · Paul Garvin · Brett Houghton · moderated by Geoff Thomas
2:55 to 3:15
Estate planningProtecting the family, reducing confusion later, and lining the paperwork up with what you actually want to happen.Josh Peters, CFP®
3:15 to 3:35
Afternoon break, networking and speaker accessRefreshments, and time with the speakers before the last stretch.
3:35 to 4:15
The asset with your name on it: brand, content strategy, LinkedIn and AIBuilding a name that stands on its own, what works on LinkedIn now, where AI genuinely helps, and knowing when a trademark or contract question needs a lawyer.Addie Agarwal
Closing keynote: prepare your family for wealth, not just wealth for your familyBuilding financial maturity, shared values and family systems that hold after you are gone, from the founder of Generational Wisdom.Julia Myers, PharmD, MBA
5:20 to 5:30
The Prescription and the LegacyRx sendoffOne question to leave with: what is the most important action I will take in the next ninety days?Dr. Kyle Stephenson, D.O.
5:30 to 6:00
Optional speaker access, Q&A and networkingStay as long as you like. Every speaker stays for this.
Sunday · October 18 · VIP
The Colts, from the suite
Colts vs. Titans, kickoff 1:00 PM at Lucas Oil Stadium, watched
from the Invst field-level suite. VIP ticket holders only.
10:45 to 11:15
Optional VIP coffeeA relaxed morning meet-up at Hotel Indy.
11:15 to 11:30
VIP check-in and weekend recapCredentials, logistics, and connecting the VIP group.
11:30 AM
Depart for Lucas Oil StadiumTransportation or a coordinated walk, finalized closer to the date.
12:00 PM
Suite arrival: food, drinks, networkingSettle into the suite and keep the conversations going before kickoff.
1:00 PM
Colts vs. Titans kickoffThe game, from field level, with food and drinks handled.
~4:15 PM
Weekend closeYou leave with new relationships and the one action you have committed to for the next ninety days.
What you take home
More than notes.
Your own financial gameboard, redrawn. One action you have
committed to for the next ninety days. Clearer thinking on cash flow, liquidity,
taxes, protection and ownership. Better questions for your spouse, your CPA, your
attorney and your financial team. And a room of physicians building the same thing
you are, who can find you afterward.
"Don't just retire rich. Live free. Lead your family. Serve
deeply. Give generously. Build wisely. Leave what lasts."
