About this Event
What if your paycheck wasn’t your only wealth-building tool?
Join us for an intimate evening designed for high-income W-2 professionals, physicians, tech employees, entrepreneurs, and investors who want to learn how sophisticated investors are using private market strategies to build long-term wealth beyond traditional savings accounts and stock portfolios.
This event brings together active multifamily syndicators operating in the Dallas and Cincinnati markets, alongside tax strategist Tony Hoong, CEO of The CPA Dude, and a Self-Directed IRA (SDIRA) specialist, for a candid conversation on today’s investing landscape and the tools available to everyday high earners.
We’ll cover:
- How passive investing in private real estate syndications actually works
- Why many high-income earners are looking beyond the public markets
- Real-world opportunities and risks in today’s multifamily market
- Dallas vs. Cincinnati: what operators are seeing on the ground
- Tax strategies commonly used by investors and business owners
- How SDIRAs can unlock retirement capital for alternative investments
- Common mistakes W-2 earners make when building wealth
- What sophisticated investors are paying attention to in 2026
Whether you’re looking to diversify your portfolio, create passive income, reduce tax drag, or simply become a more informed investor, this event is designed to educate first and provide practical insights from people actively operating in the market today.
Expect real conversations, actionable takeaways, and the opportunity to network with like-minded professionals interested in building wealth intentionally.
Light refreshments and networking included.
Seats are limited to keep the discussion interactive.
Event Venue & Nearby Stays
680 N 6th St, 680 North 6th Street, San Jose, United States
USD 17.85
