Quarterly Investing Summit

Quarterly Investing Summit

By Summit Wealth Strategies

We’re tackling Commercial Investments, Rental Strategies, and the game-changing role of AI in Investing.

Date and time

Location

The Prologue Venue

227 Pearl Street New Albany, IN 47150

Lineup

Good to know

Highlights

  • 5 hours
  • In person

About this event

Business • Investment

The Foundations of Wealth: Quarterly Investing Summit

📅 Thursday, October 23rd, 2025
🕘 9:00 AM – 2:00 PM (Lunch included)
📍 The Prologue, 227 Pearl St, New Albany


About the Event

The Quarterly Investing Summit is back — and this one’s going to be 🔥. Join investors, real estate professionals, and wealth-builders for a full day of insights, networking, and actionable strategies.

This quarter we’re tackling Commercial Investments, Rental Strategies, and the game-changing role of AI in Investing.


What You’ll Experience:

Panel 1: Commercial Investments – How to find opportunities, finance deals, and succeed in today’s shifting market.
Panel 2: Residential Rental Strategies – Short, mid, and long-term rentals: what works, what doesn’t, and how to scale.
Breakout Mastermind: AI & Investing – How technology is reshaping portfolios, decision-making, and wealth strategies.

🥗 Lunch provided by Foundation Home Loans

📅 An important FINCEN update from Momentum Title
🤝 Networking with like-minded professionals
💡 Actionable takeaways you can apply immediately


Who Should Attend?

  • New & seasoned investors
  • Real estate agents expanding into investments
  • Entrepreneurs and professionals seeking passive income streams
  • Anyone serious about building long-term wealth

📅 Date: Thursday, October 23rd, 2025
🕘 Time: 9:00 AM – 2:00 PM
📍 Location: The Prologue
🍽 Lunch included courtesy of Foundation Home Loans

🎟 Seats are limited — reserve yours today!

Frequently asked questions

Organized by

Summit Wealth Strategies

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Free
Oct 23 · 9:00 AM EDT