JOIN US AT THE
BLACK SHEEP SUMMIT!

CLIENT ONLY EVENT

JANUARY 18TH –20TH, 2024
SAN ANTONIO, TX

The Summit will be held at The Westin Riverwalk

ABOUT THE EVENT

Please join us for our first annual Black Sheep Summit hosted by Without the Bank. This event is going to be a time for you to work on your business and learn from like minded people. You’ll leave this summit with things you can apply immediately and you won’t be sold to. You all know I hate sales people!

As I say, you need to get off the farm and away from your business if you want it to grow personally, professionally and increase cash flow.

KEYNOTE SPEAKER
MARY JO IRMEN

​It was never my intent to teach the world about the Infinite Banking Concept much less write two books. However, sometimes in life things find you and in the 2008 the stock market crash lead me to the Infinite Banking Concept. Even before 2008, I was never happy with investing and giving up access to my money let alone the risk.

When I stumbled across this I was pretty sure it was illegal and everyone was going to jail. However, it intrigued enough to read six books in five weeks on the subject. I was amazed at what I found, how could this be legal? Even the state insurance website said it was legal to borrow from a life insurance policy.

That was all I needed, FiscalBridge, LLC was born then and there.

SPEAKERS

Sarah and Emily

The Karwells

CLAY SUMMERS

CLU, ChFC, RICP
Field Vice President, Life Sales
Individual Life and Financial Services

JIM MATHIS

Owner and Principal
WyoTech

REBECCA UNDEM

Founder and Executive Director
Growing Small Towns

KRISTI PFLIGER-KELLER

JORDAN STEELE

HEIDI OLSON

DAVID STEARNS

DENNIS MARTIN

FSA, FCIA, MAAA
President, Individual Life and Financial Services

TOPICS TO BE COVERED

Wednesday, January 17th

Evening social if you can make it.

Thursday and Friday, January 18th-19th

  • Short-term rentals – The Karwells
  • Tale of Two Dads – David Stearns (Nelson’s Son-in-law)
  • Client Panel – How are you using IBC?
  • Client Panel – Diversification of Cash Flow Streams
  • Building a Culture – Jim Mathis Owner of WyoTech
  • IBC – Mary Jo, Jess, Tiarra
  • Estate Planning I Trusts – Heidi Olson
  • Accounting – Jordan Steele
  • Insurance Company Financial Outlook – Dennis Martin
  • Why Whole Life – Clay Summers from OneAmerica
  • Inspirational I Funny Content

Saturday, January 20th

*** Optional: King Ranch Tour
The bus leaves at 8:00 am and will return to the hotel at 5:00 pm.
Additional cost as noted above, is not included in the Summit ticket price.

PRICING

BOOK YOUR HOTEL

Venue: Westin Riverwalk Hotel

420 W Market St, San Antonio, TX 78205, United States

GET YOUR FREE T-SHIRT FOR THE CONFERENCE

(Fill out per attendee)

01/18 – 01/20 | The Black Sheep Summit presented by Without the Bank.
The Westin Riverwalk, San Antonio, TX.

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