Mile Marker Club Symposium, April 4th-6th
$2,000
Mile Marker Club Symposium, April 4th-6th

Mile Marker Club Symposium, April 4th-6th

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The Nines, a Luxury Collection Hotel, Portland

525 Southwest Morrison Street

Portland, OR 97204

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Description

The Mile Marker Club is a unique organization. We use a mix of events that value learning and experiences that value continued contribution(s) and agreement(s).

Mile Marker Club Symposia are designed for investors who value continued learning and experiences related to the Four Pillars of Wealth and Wealth Preservation: Planning; Insurance; Investments; and Liquidity.

Our extensive network of entrepreneurs around the country produce transactional knowledge and experience, along with current deal opportunities which we make available to our Investors through our Symposia and other events.

Our approach is to make these opportunities available first to you, as an existing investor, prior to exposing them to our broader internal investor base and then ultimately through our online marketplace.

In order that Participants might have occasion to focus on the Symposium details; Symposium enrollment includes gourmet food at each Symposium session, arranged transportation to and from investment opportunities, and other perquisites available ONLY to Symposium attendees and networking events.

Due to the unique nature of our April 2017 Symposium, only High Net Worth Investors may attend. In order to give participants ample time to interact with guest speakers and other attendees, seating is limited, and a maximum of 40 attendees (20 couples r two bonafide business partners) will participate.

April 2017 Symposium Agenda

While topics are vary from Symposium to Symposium, the core agenda focuses on:

  • Planning:
    • The Personal Goal(s) and Master Plan;
    • How to develop and organize the Master Plan;
    • Strategies;
    • Techniques/Tactics;
    • Asset Accumulation
    • Tactics;
    • Capital Deployment.
  • Insurance Strategies:
    • Strategies;
    • Techniques/Tactics;
    • Key Experts;
  • Investments:
    • Portfolio management
    • Traditional
      • Stocks
      • Bonds
    • Alternatives
    • Case studies and investment opportunities
    • Deal flow
  • Estate Planning:
    • Wealth Preservation

EVENTS for High Net Worth Investors

We have developed credible information and strategies for alternative investments and vehicles for individuals & families with net worth between $1 and $10 million (excluding your primary residence). These extensive and detailed events (each a “Symposium”), will both thoroughly teach you financial strategies you won't hear about from the traditional financial planning industry AND will also provide you with credible investment deal flow to help you bring your unique goals and aspirations to fruition, while reducing the time to such realization AND minimizing investment risk.

Due to the unique nature of our April 2017 Symposium, only High Net Worth Investors may attend. In order to give participants ample time to interact with guest speakers and other attendees, seating is limited, and a maximum of 40 attendees (20 couples) will participate.

DETAILS

Since the April 2017 Symposium will be in thriving Portland Oregon, there is the opportunity to extend your trip to take advantage of local attractions and activities (we will provide a booklet/guide for ancillary activities and features for your free time). Notwithstanding its intensity and thoroughness, the Symposium will be casual, comfortable, and memorable.

In keeping with the spirit and decorum of this event, please plan to have an interview with a Mile Marker Club executive prior to registering and paying.

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Date and Time

Location

The Nines, a Luxury Collection Hotel, Portland

525 Southwest Morrison Street

Portland, OR 97204

View Map

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