Legacy Wealth Holdings

Sept 30-Oct 1

Days
Hours
Minutes

If you’ve achieved the slightest amount of success in your real estate business, you understand that relationship capital is the cornerstone of sustained success. Join us for an exclusive summit for real estate investors and operators where you’ll gain actionable insights into the latest trends and opportunities in acquisitions, private money raising and operations from experts across various real estate niches, all while enjoying unique, bucket-list experiences designed to foster lasting connections.

Don’t miss this one-time opportunity to expand your network and elevate your business to new heights! 

About The Event

Elevate your real estate investment game by working on your business, rather than in your business, so that when you go home, you can light a fire under you and your team to take your business to heights you didn’t think you could achieve. 

HERE’S WHY YOU SHOULD JOIN THE EVENT:

 
  • LEADERSHIP INSIGHTS. Access wisdom through discussion and live audience Q&A from top real estate investors in entrepreneurship, lifestyle, and wealth creation.
  • NETWORK WITH TOP INVESTORS. Learn the latest strategies and systems used by the best in the business to help you navigate the ever-changing market
  • NO “SELLING FROM THE STAGE”. How could you possibly grow if you’re constantly wondering when the next upsell is going to happen? That’s not how we treat Family members. If you’re in, you’re in. There’s no VIP tier, there’s no back rooms where you swipe your credit card. Everything is included–and we don’t skimp on anything.
  • MASTER THE SHIFTING MARKET. Learn the skills and systems to help you gain the confidence to master the shifting market and optimize the way you do real estate.
  • GET THE RESOURCES YOU NEED TO SUCCEED. Looking for more capital? Off-market deals? Legal, investment opportunities, strategies for managing and growing teams, you name it, we have at least one person in the room we can connect you with to give you what you are looking for!
  • TOP-SHELF NETWORKING EVENTS. Most events charge to attend the evening and networking social activities. With us, they’re included. We make sure that when we’re in each city, we experience the best it has to offer. You will walk away with memories that even some locals may have never experienced.

Hotel Terra Jackson Hole

3335 West Village Drive
Teton Village, WY 83025

Sept 30 - Oct 1, 2024

What our members are saying:

Event Schedule

SEPT 30

Summit

day 1

MONDAY

morning workout - Optional

Come move with a view

Acquisitions panel with live q&A:

Learn and ask questions to experts across all RE acquisition niches including residential & commercial on how they are finding deals

Finance Panel with live q&a

Learn and ask questions to experts across all RE niches on how they are creatively financing deals & raising money

Afternoon recharge & networking opportunity

Let the morning sessions sink in by collaborating & networking during an iconic, must-see excursion to Rendezvous Mountain via the tram

Wagon wheels & deals: a western networking adventure

Step into the Wild West for our unique social networking event where you’ll be strategically assigned a covered chuckwagon to network with fellow real estate entrepreneurs as you make your way to an unforgettable evening filled with entertainment, drinks, dinner, and continued networking.

OCT 01

Summit

day 2

TUESDAY

Operations Panel with live q&A

Learn and ask questions to operation experts across all RE niches 

2025 Goal Setting Workshop

The best time to set goals for 2025 isn’t at the start of the new year, it’s in the fall of this year. During this working session, you’ll establish your 2025 goals and accountability to achieve them.

Outdoor recharge & networking excursion:

Your choice of one of the following activities: (first-come, first-serve basis)

  • Hiking – around a 3.5 mile, moderate trail
  • Disc Golf – an 18 hole course for all levels
  • E-Biking – 35 mile e-biking loop for all levels around the basin of Teton Village
  • Via Ferrata – world-class guided climbing adventure with boundless views and routes for beginning to professional explorers. Click here to view more.
  • Horseback Riding
  • Scenic Floats – 3.5 mile float down the Snake River
  • Fly Fishing

Social & Networking Event:

A final chance for networking, drinks, dinner, and live music at the most iconic dining room in Jackson Hole, The Mangy Moose.

Day 2 Activities

Network and forge lasting relationships during an afternoon activity of your choice. These will be smaller groups of 20-25 other investors, and are available based on a first-come, first-serve basis.  

SCENIC FLOAT

3.5 hour guided group float down the Snake River where you’ll network with others through one of the most picturesque valleys in the US.

VIA FERRATA

A thrilling combination of guided climbing and scenic exploration. Trail opportunities available for the novice to the experienced adventure-seeker.

FLY FISHING

A personalized, guided fly fishing experience where you’ll learn the essential techniques and hopefully get a catch!

HORSEBACK RIDING

A guided horseback trail ride with stunning mountain and lake views.

HIKING

Around a three mile, moderate trail.

BIKING

A 35 mile loop on an e-bike around Teton Village.

DISC GOLF

An 18-hole course for all levels

CONNECT AT THE HOTEL

LEADERSHIP INSIGHTS​
Access wisdom from top minds in entrepreneurship, lifestyle, and wealth creation.
ELITE NETWORKING​
Forge valuable connections in an exclusive community focused on growth.
ACTIONABLE LEARNING​
Engage in workshops that deliver strategies for estate planning and relationship enhancement.
MEMORABLE MOMENTS​
Get special entry to unique events that blend learning with unforgettable moments.
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MEET THE FOUNDER

TIM BRATZ

Listen, I wasn’t a big believer in Masterminds, and I went kicking and screaming into my first one, about a decade ago. The reality is, I didn’t know what I didn’t know: about Masterminds, sure, but also about myself. Sometimes it takes people who have been where you want to go, to show you that YOU are your biggest bottleneck. Once I learned how to be vulnerable and bring my problems and road blocks to a group of like-minded entrepreneurs, that’s when I was able to see the biggest growth in my business. And there’s levels to this, right? Hit another milestone, and a new set of problems emerge. 
 
Once I saw that Masterminds were always going to be valuable to me, I felt compelled to create one of my own. Not only do I get to use Legacy Family as a resource, (there are people in the group who are doing things on a bigger level than me)  but I also get to provide those “a-ha” moments to so many who are finally ready to plug in to a community and scale their businesses to levels it would’ve taken them decades to scale to on their own.

Speakers & Panelists

Acquisitions Panel

Andrew Sallee

Real estate investor with over $145 MM in assets

Erin Thomas

Top Realtor on Ohios #1 team, KW Commercial & Investment Expert, Licensed Real Estate Investor

Zach Campbell

Real Estate Investor featured on As Seen on TV

Financing Panel

Dan Constantino

Multifamily Investor, Hard Money Lender

Maria Zondervan

Owner and CEO at Blue Vikings Capital LLC

608 B Capital Group

Managing Partner at 608 B Capital Group

Larry Kite

Owner/CEO at Southcorp Group

Operations Panel

Josh Dixon
Residential and Commercial Contractor out of middle TN and operate all over Southeastern US
Shai Ades

Founder of Once Call Close Mastery, RE Investor, Construction Consulting Business

Callie Loewen

Managing Member at The Marcato Group, RE Investor/Agent/Broker

Paul Larson
Multifamily RE Investor & Developer
Len Janson

Real Estate Investor

JOIN US IN JACKSON!

We’re capping this event at 180 highly, qualified investors. If you want to see if you qualify to join us, apply below today!