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Learn & Grow Event Series
featuring Travis Smith | TribeVest and Jim Pfeifer | Left Field Investors
Renault Winery & Resort
September 29-30, 2022
Our Learn & Grow Objectives:
Learn how to make investments in “Main Street” rather than “Wall Street”.
The importance of building your own personal community of sophisticated and like-minded investors.
Investigate how the various investment options are designed and how the returns are generated.
We look forward to welcoming you into the Accountable Equity Tribe!
If you would like to stay the night at Chateau Renault we have negotiated discounted event rate for your convenience. Please reach out to our hotel manager Cathy McAvaddy at cmcavaddy@renaultwinery.com for booking and availability.
Date and Time
Friday, September 30, 2022
8:00 AM – 4:00 PM
Daily Agenda
Thursday, September 29
6:00 PM – Registration & Check-In
6:30 PM – Meet & Greet
7:00 PM – Historic Taste of Renault tour
7:30 PM – Dinner & Networking
Friday, September 30
8:00 – Breakfast
9:00 AM – Bob Wells Morning Mastermind & Introductions
9:45 AM – Josh McCallen – Yours In Gratitude
10:45 AM – Melanie McCallen – Renault Winery & Resort update and vision
12:00 PM – Lunch
1:00 PM – Keynote Speaker -TribeVest & Left Field Investors
2:00 PM – Accountable Equity – Fund Updates & Opportunities
3:00 PM – Conference Wrap Up and Q&A
3:30 PM – Additional Tours
ACCOUNTABLE EQUITY is the partner of thoughtful accredited investors who seek to benefit from tax-advantaged investments and who want a team of professionals who will be accountable with their investments in privately offered equities. ACCOUNTABLE EQUITY does not give investment advice, endorsements, analysis or recommendations with respect to any securities. Nothing contained in this email constitutes tax, legal, insurance or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instruments, which only can be made through official offering documents that contain important information about risks, fees, and expenses.