Southern Charm Real Estate Conference
Schedule
Wed, 17 Sep, 2025 at 06:30 pm to Sat, 20 Sep, 2025 at 06:00 pm
UTC-05:00Location
Lake Guntersville State Park | Guntersville, AL

About this Event
2023 and 2024 were GREAT...2025 WILL BE BETTER
Welcome to the Southern Charm Real Estate Conference, the premier real estate event in North Alabama! Held at THE LODGE at Lake Guntersville State Park, this conference is your gateway to real estate success while enjoying the breathtaking views of Lake Guntersville. Whether you're just starting out or a seasoned investor, our event is designed to elevate your investing skills to new heights. Remember, "You must be in the room to enhance your business!"
Why attend the Southern Charm Real Estate Conference? It's simple β this is where the real estate community comes together to connect, learn, and grow. Our agenda is packed with top-notch education sessions that cover the latest market trends, innovative investment strategies, and tips to boost your portfolio. Our keynote speakers are industry leaders who will inspire and empower you to reach your investment goals.
Networking opportunities abound at our conference. Mingle with fellow investors from Huntsville, Madison, Decatur, Mobile, and Montgomery, and form connections that will last a lifetime. We're passionate about fostering a supportive community where everyone can lend a helping hand to their peers.
At Real Estate Education, we offer the perfect blend of knowledge and networking. Our venue, nestled within the scenic beauty of Lake Guntersville, offers a serene backdrop for strategic discussions and idea exchanges. Southern Charm Real Estate Conference is more than just an event; it's an experience that leaves you motivated and prepared to excel in the ever-changing real estate market.
Don't miss this opportunity to transform your investment journey. Register now at and be part of Alabama's most exciting real estate event. See you at THE LODGE, where your real estate dreams come to life!
Get your spot today and be empowered. Embrace the charm, embrace the knowledge, and step into success with the Southern Charm Real Estate Conference.
VIP Dinner -Sept 17, 2025
π: 06:30 PM - 09:30 PM
VIP DINNER
Info: This is going to be awesome! Attendees get to mingle with other attendees and speakers in a private intimate setting. This is the perfect time to have the one on one moment you are looking for. This is so valuable that I encourage you to attend this dinner. $150 per person. Your food is included .
DAY 1 - SEPT 18, 2025
π: 07:20 AM - 08:00 AM
REGISTRATION
Info: Doors will open at 7:20ish AM. Please come early and find the best seat!!!!
Get your Tag, Note book, meal tickets, and MINGLE early!!
π: 08:00 AM - 08:30 AM
WELCOME
Host: JOHN MOREY
Info: John will welcome you to the event. He will also go over basic housekeeping rules and present a short topic.
π: 08:30 AM - 09:20 AM
How to MONETIZE your network
Host: BRIAN TRIPPE
Info: How to Monetize Your Network (Without Being Sleazy) . This is going to be a very interesting and extremely important topic. Most think NETWORKING is WORK. Brian will touch more on that to show you it is not work at all.
π: 09:30 AM - 10:20 AM
The Minefield Map: Steering Clear of Investing Explosions - Actively and Passi
Host: RICK BRESLER
Info: There are many "bombs" in the lending and borrowing arena. Rick is very good in guiding both lenders and borrowers in avoiding all those crazy pitfalls in this business.
π: 10:30 AM - 11:20 AM
Fundamentals of "Infinite Banking"
Host: MICHELE AND TOM McFIE
Info: Nelson Nash who is the father of "Infinite Banking" is a great friend of Tom and Michele. They learned a lot from Nelson. And thru experience they have for sure mastered how to be your own bank. They will show you how this really works and to do it correctly.
We will cover what Infinite Banking is, why it is so desirable and present the details of how our son used Infinite Banking to finance and remodel his first home and the ramifications of what that means for him and his family, immediately, and long term.
π: 11:30 AM - 12:00 PM
Q & A
Host: ALL 3 EARLIER SPEAKERS & those present
Info: This is the perfect opportunity to ask questions about what you just heard from the speakers. Or any question you may have.
π: 12:00 PM - 01:00 PM
LUNCH - FOOD BABY!
Info: This is the perfect time to ask one of the speakers to eat with you or find someone you have been wanting to meet and to get to know. NETWORKING TIME!!
π: 01:00 PM - 02:00 PM
The Freedom Formula: How W-2 Earners Can Create Passive Income While Working F
Host: JOHNNY LYNUM
Info: What if your 9-to-5 paycheck could fund your journey to financial freedom? In this powerful session, Johnny Lynum shares how he went from buying his first home with a VA loan to building over $10million-dollar real estate portfolio while serving full-time in the U.S. Air Force.
Johnny breaks down the exact steps he used to scale from single-family homes to multifamily properties using his 4F framework, discipline, strategy, and limited time. Whether you're just getting started or ready to grow, you'll walk away with a clear, actionable formula for investing in real estate, creating passive income, and building generational wealth without quitting your job.
π: 02:00 PM - 03:00 PM
Landlording like a Boss!
Host: JOEY ENGLISH
Info: In "Landlording like a Boss," I'm going to show you:
- How to change your mindset about your tenants forever.
- How to hire them to do what I call "The Four Jobs of a Tenant."
- And I'll show you the game changing tactic we use in our application process to find great tenants and avoid the less than savory ones. (hint: it has nothing to do with their credit score.)
If you want to regain control of your sanity, and start enjoying your rental properties, come learn how to Landlord like a Boss.
π: 03:00 PM - 04:00 PM
Mortgage Hacks for Investors
Host: BRYAN MADDEX
Info: Bryan will be going over traditional and non traditional financing options and will teach you how to βlegally and ethicallyβ cheat the guidelines! New investors and very seasoned investors will learn some new tricks to financing properties with less money out of pocket.
π: 04:00 PM - 04:30 PM
Q & A
Host: ALL SPEAKERS WHO PRESENTED and who are still in the room
Info: This is the perfect time to ask questions. Discussion time.
π: 04:30 PM - 06:00 PM
DINNER
Info: WOW!! This is the end of DAY 1. Long but great. Some brain damage, eh?
This is the time to connect and head into Guntersville for dinner.
LOCATION = CITY HARBOR, LAKE GUNTERSVILLE
TIME = 6:00ish PM
DAY 2 - SEPT 19, 2025
π: 07:30 AM - 08:00 AM
GREETINGS - GETTING STARTED
Host: JOHN MOREY
Info: John will introduce the first speaker of the day and say a few words of encouragement to get you started!
π: 08:00 AM - 08:30 AM
MARKET UPDATE
Host: BRYAN MADDEX
Info: This is going to be a treat for many of you!! Bryan loves his stats. He will show you what is going on in the market today! His info will be current. This is a short presentation but an awesome one.
π: 08:30 AM - 09:30 AM
Estate Planning Basics for Real Estate Investors.
Host: SAM RICCI
Info: Sam is such an experience elder law attorney. Very sharp indeed.
This topic is SUPER IMPORTANT!!! She'll discuss why itβs important, common estate planning documents and vehicles, some questions to ask to get you started, and common mistakes to avoid.
π: 09:30 AM - 10:30 AM
Creating Tax-Free Generational Wealth through Real Estate.
Host: NATE HARE
Info: Nate is one of our sponsors. He is very knowledgeable. Here is what he will teach.
- How the rich and wealthy invest their retirement plans.
- Types of tax-advantaged plans that can own real estate and get Uncle Sam off your back!
- Self-Directed IRA 101
- Self-Directed IRA case studies - βthe proof in the pudding.β
π: 10:30 AM - 11:30 AM
Entity Structure, Depreciation, and 1031s: Tax Tools for Real Estate Wealth
Host: STEVEN HAMILTON
Info: Another one of our sponsors. TAXES!! We love them eh?
Here is what you will get.....
Learn how smart tax planning can maximize your real estate profits and protect your portfolio. This session breaks down the key strategies every investor should knowβchoosing the right entity structure for liability protection and tax efficiency, leveraging depreciation to boost cash flow, and using 1031 exchanges to defer capital gains while growing your holdings. Whether you own a single rental or a large property portfolio, youβll gain practical, actionable insights to build and preserve long-term wealth.
π: 11:30 AM - 12:00 PM
SPEAKER PANEL
Info: This is your opportunity ask the speakers a question. Please limit this to general questions and not to specific to your current situation that might need a more one on one consultation
π: 12:00 PM - 01:00 PM
LUNCH
Info: AGAIN... another networking opportunity! Please sit down with someone you don't know. Get to know people.
π: 01:00 PM - 02:00 PM
Talking to sellers and successful investor habits.
Host: JENNIFER STEWARD
Info: A brilliant lady that you need to learn from. Here is her topic.
Start with goals and build backwards
How many deals per quarter
How many working hours are needed to achieve that
How much follow up and how often
What to say when you follow up
What to say at the outset
Making it as passive as possible with the right staff
Not getting caught up in running the day to day
Mindset on communication
Tactical Empathy
Losing all fear or rejection
Networking
Acquisition Appointments
Objection Busters: Crowd favorites
π: 02:00 PM - 03:00 PM
The Extra Ordinary Life Formula
Host: JEFF HOLST
Info: Do you want to live an EXTRA ORDINARY life?
I will be sharing the formula (an updated version from last year so it won't be the same presentation) and how people can apply it to create the best possible version other their lives.
π: 03:00 PM - 04:00 PM
Why Go To The Bank When You Can Be The Bank
Host: AUGIE BYLLOTT
Info: Why Go To The Bank When You Can Be The Bank is a timely and eye-opening presentation for real estate investors navigating todayβs high-interest rate market. With traditional lending becoming more expensive and harder to access, this session reveals creative financing strategiesβlike seller financing, private lending, and subject-to dealsβthat bypass banks altogether. Investors will learn how to structure deals that work in any market, access capital without relying on credit scores, and even position themselves as the lender to create passive income. In a market where money is tight and terms are tough, becoming the bank is not just smartβitβs essential.
π: 04:00 PM - 04:30 PM
SPEAKER PANEL
Info: Another opportunity to ask questions. Don't be shy. We are all learning.
π: 04:30 PM - 05:30 PM
AUCTION - CHAIR THE LOVE
Host: AUGIE BYLLOTT
Info: We have always supported CHAIR THE LOVE! It has touch so many lives! It gives many the gift of MOBILITY thru wheel chairs! Be ready to be moved and we hope GENEROSITY will take over this night!
π: 05:30 PM
DINNER - YOU ARE ON YOUR OWN
Info: This is a great time to ask someone to have dinner with you. Hang out somewhere and connect.
DAY 3 - SEPT 20, 2025
π: 08:30 AM - 09:00 AM
FINAL DAY INTRO
Host: JOHN MOREY
Info: This is the final day! Final intro.
π: 09:00 AM - 10:00 AM
Escape the Real Estate Hamster Wheel: Build TRUE Passive Income
Host: JERRY RICCI
Info: Are you tired of working IN your real estate business instead of ON it?
Join me for a game-changing presentation where you'll discover the insider secrets to transforming your real estate hustle into a hands-off money machine that pays you while you sleep.
What You'll Walk Away With:
The "Lazy Investor's Blueprint" - how to acquire cash-flowing assets with minimal time investment
A side-by-side breakdown of Wholesaling vs. Flipping vs. Buy & Hold - which strategy fits YOUR lifestyle goals?
The counterintuitive reason why working LESS can actually make you MORE money
Real examples of investors who've built 6-figure passive income streams (and how you can copy their system)
Whether residential or commercial is your focus, you'll learn the universal principles that create true wealth
Stop Trading Your Time for Dollars.
Imagine waking up to rental income notifications, assignment fees, and equity growth - all happening without your constant involvement. This isn't about gettin
π: 10:30 AM - 11:30 AM
Discover the 5 Pillars Of Last Life Ever
Host: JILLIAN SIDOTI
Info: Jillian is also an attorney and business partner of Jeff Holst. She is living a life that is fulfilling. She is going to help you find what this is for you.
How to align them so your money, values, and relationships work together. Through powerful stories, surprising stats, and actionable steps, Jillian will show you how to set purpose-driven financial goals, invest in experiences, and create a life rich in every sense of the word.
π: 11:30 AM - 12:30 PM
LUNCH - FINAL
Info: One more opportunity to connect with someone NEW!!!
π: 12:30 PM - 01:30 PM
Virtual investing with creative deal structuring.
Host: JANE IRWIN AND SHARON McKENZIE
Info: These two ladies do deals OUT OF STATE from where they live!!! AMAZING! How do they do that?
We will be speaking about investing and finding deals in different states as well as structuring them with little to no money down. Also best practices on marketing the properties.
π: 01:30 PM - 02:00 PM
FINAL Q & A
Info: FINAL CHANCE TO ASK QUESTIONS!
π: 02:00 PM - 02:30 PM
FINAL CLOSING
Host: JOHN MOREY
Info: Some final words of encouragement from the host.
Where is it happening?
Lake Guntersville State Park, 1155 Lodge Drive, Guntersville, United StatesEvent Location & Nearby Stays:
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