Accountable Equity

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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

 

Location

Renault Winery & Resort
72 Bremen Ave
Egg Harbor City, NJ 08215

Google Map

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.

https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/investor-bulletin-accredited-investors

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