2026 Quarterly Investing Summit

📅 Thursday, February 5th, 2026
🕐 1:00 – 3:00 PM
📍 The Prologue – New Albany

The Quarterly Investing Summit is back—this time in a focused mastermind format designed for investors who want clarity, compliance, and systems that actually work.

This quarter’s summit zeroes in on two things every investor needs dialed in for 2026:

• Updated FinCEN final reporting requirements
• How to build an Investor Operating System using AI

No panels for the sake of panels. No surface-level content. Just practical guidance and real conversation.

🧠 Investor Mastermind Sessions
Guided discussion around real investor scenarios, common breakdowns, and smarter ways to structure decisions and workflows.

📋 FinCEN Final Reporting Requirements – Final Rules, Real Impact
A clear, no-fluff walkthrough of what’s required, who must file, and what timelines matter—presented with Momentum Title.

🤖 Deep Dive: Building an Investor Operating System with AI
A practical look at how investors are using AI to:

• Analyze and screen deals faster
• Track entities, deadlines, and compliance
• Centralize notes, numbers, and decisions
• Reduce reliance on memory and scattered spreadsheets

(No tech background required. No hype allowed.)

☕ Snacks, coffee, and drinks provided by Foundation Home Loans
🤝 High-quality networking with active investors
💡 Clear takeaways you can apply immediately

✔ New or experienced investors
✔ Business owners holding assets in entities
✔ Agents expanding into investing
✔ Anyone serious about long-term wealth building

📍 Location: The Prologue
🕐 Time: 1:00 – 3:00 PM
☕ Snacks & drinks included
🎟 Seats are limited (mastermind-style by design)

👉 If your investing feels scattered, this is where it gets structured.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Summit Wealth Strategies