For the first time ever, Jay and his hand-picked lineup of expert financial speakers are answering all of your questions about building a real estate portfolio, tax planning and forecasting and creating a personalized 10-year plan so that you can retire whenever you’re ready. Three major topics, five expert speakers, ALL can’t miss content.

Who will benefit from this content?

  • Every business owner who wants to learn how to make the right investments in order to accumulate wealth
  • Every business owner who wants to set themselves and their family up for financial freedom, by increasing their Net Worth
  • Every business owner who wants to stop making the most common tax planning mistakes so that tax is no longer his/her greatest income suppressor
  • Every business owner who wants to increase their Net Worth by building a real estate portfolio
  • Every business owner who dreams of their retirement, but can’t seem to get a plan in place to secure their financial future

What will you learn from this content?


Learn how the right investments can allow you to accumulate long-term wealth
and build your Net Worth.


As a business owner you have at your disposal several money-saving strategies to consider and tax is one of your greatest income suppressors. Learn how to avoid the most common tax planning mistakes made by business owners!


Put together a clear, personalized 10-year target of what you want in your life financially and build a plan to create immediate strategies for sustained growth.

Double Your Investment!

Plain and simple… if in 12 months after watching and listening to The Wealth Summit on CD and DVD, you haven’t doubled your investment in this product (i.e. if you pay $5,250 today, you will increase your net worth by at least $10500 in one year), you can return the full product and receive a full refund… no questions asked.

Learn From the Financial Experts

Jay Geier

#1 Private Practice Consultant Worldwide Jay Geier, shares his Secrets to Building Wealth

Jay Geier is an award winning entrepreneur, public speaker, philanthropist, real estate investor and author and the world record holder for most New Patients in one week. He is best known as the founder and owner of Scheduling Institute, the largest, most experienced and respected dental training and practice consulting company in the world. As a result of revolutionary and proven strategies, thousands of doctors have seen dramatic results in their new patient numbers, revenue collections and overall business success.

Andy Buckley

Wondering why Andy Buckley seems so familiar? For the last decade, Andy Buckley has served as a Financial Advisor at a major bank, part of group managing over $300M in personal assets. This was the perfect personal experience for his fictional role as, David Wallace, CFO of the Dunder Mifflin Paper Company, playing opposite Steve Carrell on NBC’s hit comedy The Office. He STILL keeps his position at the bank.

His real life financial expertise and ‘The Office’ persona gives you an experience you can’t miss.

Born in Boston, Buckley spent time growing up in St. Louis, Chicago, South Florida. He attended Stanford where played on the golf team his first two years at school. He’s married with a son and resides in Los Angeles.

Chris Hogan

Chris Hogan might have been the most unlikely person to become a financial speaker and the author of a #1 best seller, Retire Inspired. Why? Years ago, Chris was an All-American college football player who pushed future NFL players all over the field—far removed from the world of helping others find Financial Peace.

For Chris, the path from football to where he is today was a long, but meaningful, journey. While he was a vice president of a well-respected company, helping clients manage all phases of their businesses, he realized how so many families, marriages and children were being affected by money issues. He felt powerless as he sat behind his desk and watched his clients throw away their financial futures. Chris knew things needed to change.

That’s when he met Dave Ramsey and his career found a new direction. Today, he helps spread Dave’s message of financial hope to audiences everywhere. An engaging and humorous speaker, Chris is an expert on subjects like mortgages, healthcare and investing. To promote financial education, he speaks at businesses and organizations and conducts on-site training sessions on finances, business leadership, etc. Chris also works with high-profile clients, such as athletes, entertainers and businessmen to help them develop a financial strategy to protect their wealth and secure their future.

Harry Dent

Bestselling Author and Renowned Economic Forecaster Harry S. Dent, Jr., has observed economic trends for decades. As he first demonstrated in his bestselling The Great Boom Ahead, he has developed analytical techniques that allow him to predict the impact they will have. More importantly, he shows how the economy’s life cycle will affect life, business, and investment strategies throughout a person’s lifetime, including career opportunities and children’s educational costs.

Dent will address what these aspects of the economy mean specifically for Private Practice Owners and what solutions are available for a better, more profitable road ahead.

Mr. Dent received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence. Since 1988 he has been speaking to executives around the world. He has appeared on “Good Morning America”, PBS, CNBC, CNN/FN, and has been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, US News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. While at Bain & Company Harry Dent worked as a consultant with several Fortune 100 companies.

<div style="color:#ffffff; background: #dd202c; border-top-left-radius:5px; border-top-right-radius:5px; border:1px solid #dd202c;margin:0; padding:10px;font-weight:bold;font-size:24px;">Event Special</div><div style="margin:0;padding:10px 20px;border:solid 1px #dd202c; color:#222222;font-weight:normal;background:#ffffff;"><p>Event Value:<br/><strong><strike>$4,997</strike></strong></p><p>Event Price:<br/><strong>$1,997</strong></p><p>100 Swipes Book Value:<br /><strong><strike>$599</strike></strong></p><p>100 Swipes Book Price:<br /><strong>FREE</strong> (for First 25 Orders)</p></div>


Lucky for you, we pre-ordered an additional 50 copies. The event CDs and DVDs will contain UNEDITED footage and will ship in November.


This content is BRAND NEW and as your Practice has grown over the years, so have your financial questions, problems and opportunities. This 3-day event is your next step towards financial freedom.

“This is a 3-day, completely insane financial event, built out of work I have been doing with my Private clients. We’re going to be talking about taxes, real estate and your 10-year plan. This is going to be the single greatest financial event; I am going all out, no stops. This is actually the topic that is the most important… what are you doing with the month you are generating?”

Jay Geier

Hear What People are Saying About Our Previous Financial Events

“Bringing my wife Jennifer to this event, “allows us to be on the same page and for her to get a glimpse into many of the decisions that I make day to day and how I approach those decisions so she can support me at home and be that cheerleader.”

Dr. Stephen Hill – Platinum – Allen, TX

Member Since: 2013

Dr Specht has been to three Financial Freedom events and this is what he has to say: “This is my 3rd FFW and it is about just going home and applying more of it. It’s absolutely useful to come back. It’s good for me to keep hearing it and bringing it to other people in my life. I want to bring this information to my team so that everyone can benefit.”

Dr. Kirk Specht – 5X – Santa Maria, CA

Member Since: 2014

“When I come to an event with my spouse ‘she is tied into my dreams and visions and where I want to take my team and my family. This gets her into my world and helps her understand it a bit.’ If I were financially free I could give back to my small community. Give back freely with out any doubt. I come from a small rural town and I could have more impact on people.”

Dr. Roderick Cooper – Platinum – Clarkston, GA

Member Since: 2013


This book is a collection of tested and proven marketing pieces that you can edit and use immediately! It includes over 100 of the HIGHEST RESULTS-PRODUCING marketing piece(s) specifically for PRIVATE PRACTICES. Instead of spending time generating new ideas for referral contests, quarterly giveaways or New Patient marketing, your office can use this Swipe Book to do the work for you! This book includes images of each marketing piece, the strategy behind it, how it was implemented and the proven results!

Official Rules and Regulations

TERMS AND CONDITIONS These Terms and Conditions (“Terms”) apply to the Category of One Strategies Book (“Promotion”). By making a Submission, you agree to these Terms. Jay Geier’s Scheduling Institute (“Sponsor”) reserves the right to modify, suspend or discontinue the Promotion at any time. This Promotion is not open to the general public. Promotion is open to qualifying members located in the United States that are in good standing and financially and operationally compliant with the membership terms and conditions (“Qualifying Members”). Through July 31, 2018, Qualifying Members can submit samples of original marketing pieces to Sponsor via email to (each a “Submission”). Be sure to include the business name, phone number, address and e-mail address along with the Submission. Only Submissions made via e-mail will be accepted. All components of a Submission must be the entrant’s original creation. Modifying, enhancing, or altering a third party's preexisting work does not qualify as an original creation. Submissions must not have been submitted in any other promotion, in whole or in part. By making a Submission, each entrant represents and warrants that entrant owns all right, title and interest in the Submission, and has the authority to grant to Sponsor the rights provided in these Terms. Each entrant irrevocably consents to the use and publication of the Submission as provided in these Terms and acknowledges that the Submission will be viewed, used, reproduced and distributed by Sponsor, members and other third parties. There is no expectation of privacy or confidentiality with respect to a Submission. Submissions must not: (i) contain any copyrighted works without permission of the copyright owner, (ii) contain any false or defamatory statements, (iii) contain any third party trademarks that suggest affiliation with any trademark owner without permission of such owner, (iv) contain the likeness of any person from whom entrant has not obtained proper consent, (v) infringe any third-party proprietary or personal rights, or (vi) be inappropriate, indecent, harmful, discriminatory or obscene or violate applicable laws. Rights in and Use of Submissions: Each entrant hereby grants to Sponsor (and those acting pursuant to the direction of Sponsor) the perpetual, irrevocable, worldwide, fully-transferable, royalty-free right and license (with right to sublicense to others, including recipients of the The Category of One Strategies Book (the “Book”)) to use, modify, reproduce, display, publish, and prepare derivative works of the Submission for advertising, trade and promotional purposes in any media or manner worldwide. The rights of Sponsor include the right to reproduce and publish each Submission in the Book and to publish, distribute, offer for sale and sell the Book including the Submissions. Sponsor reserves the right to modify or edit any Submission, in whole or in part, for content, clarity or any other reason, and each entrant waives any and all “moral rights” in and to the Submission. Sponsor further reserves the right to decline to use the Submission for any reason, in its sole discretion. EACH ENTRANT acknowledges that Sponsor has not promised any compensation OR ACKNOWLEDGEMENT for Submissions or use of Submissions, and Sponsor is not obligated in any way to make any use of A Submission or to provide any materials for approval prior to use of A Submission. In consideration for a Submission, Sponsor will provide (at no cost, while supplies last) a copy of the Category of One Strategies Book produced by Sponsor to each entrant that registers for and is in attendance at Category of One Event in Orlando, FL on September 20-21, 2018. ENTRANTS MUST BE PRESENT AT EVENT TO RECEIVE THE BOOK. The Book is provided “AS IS” and “with all faults” on the date of delivery and Sponsor does not make any representations about any results arising from use of the Submissions in the Book, including, without limitation, any increased business or financial performance. Entrants understand that Sponsor is not obligated to produce the Book, and Sponsor will have no liability to entrants in the event a Book is not produced from the Submissions. BY MAKING A SUBMISSION, EACH ENTRANT AGREES TO INDEMNIFY, RELEASE AND HOLD HARMLESS SPONSOR AND ITS PARENT, AFFILIATE SUBSIDIARY COMPANIES, AGENTS, ADVERTISING AND PROMOTIONAL AGENCIES, AND ALL THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, REPRESENTATIVES AND AGENTS FROM AND AGAINST ANY CLAIMS, SUITS, DEMANDS, LIABILITY, DAMAGES, LOSSES OR INJURY RESULTING IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, FROM (I) BREACH BY ENTRANT OF ANY OF THESE TERMS; OR (II) ENTRANT'S PARTICIPATION IN THE PROMOTION AND/OR SPONSOR’S USE OF THE SUBMISSION AS SET FORTH IN THESE TERMS.

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