LegacyRx 2026 · The complete itinerary
Three days, planned.
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.
The shape of it
- Venue
- 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?
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 previewSaturday's arc, 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 at 8, main program 9:00 to 5:30, then optional networking and speaker access. The day follows the book's arc:
The Trap
The Shift
The Legacy
The Prescription
8:00 to 9:00
Breakfast, registration and networkingBreakfast, coffee, workbook pickup, and relationship-building before the formal program.
9:00 to 9:25
Welcome: what are you actually building?Kyle opens with the LegacyRx framework. High income is not freedom; the goal is to build wealth, live free, and leave what lasts.
9:25 to 10:05
Part I. The Trap: why high income is not freedomGolden handcuffs, taxes, debt, lifestyle creep, job dependence, burnout, and the difference between income, net worth, cash flow, and optionality.
10:05 to 10:15
Table discussionWhere do you feel most trapped: time, taxes, debt, cash flow, job dependence, or clarity?
10:15 to 10:55
Part II. The Shift: build your financial gameboardA coordinated view of assets, liabilities, income, debt, insurance, investments, taxes, cash flow, liquidity, and protection.
10:55 to 11:10
Morning breakCoffee, refreshments, and speaker access.
11:10 to 12:10
Live physician case study: rebuilding the gameboardA real physician's financial picture, reviewed live. The panel identifies gaps, risks, priorities, and opportunities while you follow along.
12:10 to 12:40
Cash flow is freedomNet worth versus cash flow, passive-income targets, and how monthly optionality changes decisions around medicine, family, and investing.
12:40 to 1:25
Lunch and guided conversationLunch on-site. Prompt: what area of your financial life needs the most clarity?
1:25 to 2:10
Velocity of wealth: using dollars more than onceLiquidity, control, cash-value strategies, asset-backed lending, real estate, alternatives, and putting capital to work with purpose.
2:10 to 2:20
Mini table exerciseWhere is your capital sitting idle, trapped, inaccessible, or moving too slowly?
2:20 to 3:00
Keep more of what you make: tax efficiency for physiciansPlanning versus preparation, entity structure, real estate, depreciation, oil and gas, retirement plans, and proactive CPA collaboration.
3:00 to 3:15
Afternoon breakRefreshments, networking, and speaker access.
3:15 to 4:10
Investing beyond Wall Street, with live Q&AReal estate, private credit, private equity, oil and gas, syndications, due diligence, and avoiding shiny-object syndrome.
4:10 to 4:40
Ownership over labor: brand, IP and physician leveragePersonal brand, intellectual property, speaking, content, business ownership, equity, and buying back physician time.
4:40 to 4:50
Table discussionWhat expertise, story, skill, relationship, or platform could become an asset?
4:50 to 5:15
Part III. The Legacy: what is the wealth for?Stewardship, presence over presents, family culture, faith, health, generosity, and transferring wisdom before wealth.
5:15 to 5:30
Part IV. The Prescription: your three-year planYour freedom number, your biggest gap, your next ownership move, the advisors you need, and one concrete 90-day action.
5:30 to 6:00
Optional Q&A, networking and speaker accessExtra questions, introductions, and deeper conversations with speakers and the Invst team.
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, a three-year plan, and a clear next step.
What you take home
More than notes.
The LegacyRx workbook and a simplified financial gameboard. A completed three-year plan with one 90-day commitment. Clearer thinking on cash flow, liquidity, taxes, protection, and ownership. Better questions for your spouse, CPA, attorney, and 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."
The closing charge of the weekend