Atlanta, GA • January 31, 2026

Walk in unsure about AI.
Walk out with real systems running.

A one-day, hands-on AI action summit for financial professionals and business owners

Jan 31, 2026
In-Person Only
Free Parking
Secure Your Seat View Event Breakdown

What This Actually Is

This isn't another talk-heavy conference where you take notes and go home overwhelmed.

This is a laptop-out, hands-on implementation day where you build real AI systems for your business with expert guidance every step of the way.

No fluff. No theory only talks. Built for busy professionals who need results, not research papers.

Clarity

Cut through the noise. Understand what AI can actually do for your business and what it can't.

Implementation

Build working tools. Deploy automations. Leave with systems that save you time starting Monday.

Community + Vision

Connect with forward-thinking professionals. See where this is all heading. Build relationships that last.

Who This Is Built For

Professionals who work with clients, manage workflows, and know that AI is the future but need help getting started.

Financial Professionals

Advisors, planners, wealth managers

Business Owners

Service-based businesses and agencies

Real Estate & Insurance

Agents and brokers scaling client work

Client-Based Professionals

Anyone managing relationships at scale

No technical experience required. If you can use email, you can do this.

What You Leave With

Tangible tools and systems you can use immediately, not just ideas.

A Working AI Agent

Built by you, for your specific use case. Ready to deploy in your business on Monday.

Time-Saving Automations

Workflows that handle repetitive tasks so you can focus on high-value client work.

A Clear AI Roadmap for 2026

Step-by-step implementation plan tailored to your business goals and timeline.

Practical Tools You Can Use

Prompts, templates, and frameworks proven to work in real financial businesses.

A Growing Professional Community

Direct access to peers and experts who are building AI-powered practices.

Confidence to Move Forward

Leave knowing exactly what to do next—no confusion, no overwhelm.

The Event Flow

A carefully designed experience from Friday evening through Saturday night

Fri

Welcome Mixer (Optional)

Arrive early, meet fellow attendees, and start building relationships before the main event. Casual networking in a relaxed atmosphere located in Buckhead Atlanta

Saturday Morning: Clarity

Cut through the AI hype. Understand what's real, what's possible, and what actually matters for your business. We break down complex concepts into clear, actionable insights.

  • Current AI landscape for financial professionals
  • Real-world use cases and results
  • Identifying your highest-value opportunities

Saturday Afternoon: Laptop Out Implementation

This is where the work happens. Build your AI agent. Set up automations. Deploy systems. Expert facilitators guide you through every step.

  • Hands-on tool building sessions
  • Workflow automation setup
  • Live troubleshooting and expert support
  • Deploy working systems before you leave

Saturday Late Afternoon: Community + Vision

Zoom out. See where this is all heading. Connect the dots between what you built today and what's possible tomorrow. Leave inspired and equipped.

  • Future trends and opportunities
  • Building your AI roadmap for 2026
  • Collaborative problem-solving sessions

Saturday Night: Professional Networking Mixer

Celebrate the work you did today. Deepen connections in a relaxed, social setting. Build relationships that extend beyond the summit. VIP ticket holders receive drink tickets.

Seating & Ticket Tiers

Choose the experience that fits your goals

General Admission

$50

Great for those wanting to experience the event

  • Standard seating (mid-to-back)
  • Full summit access
  • No table workspace
  • Lunch not included
Purchase
Most Popular

Pro Pass

$100

The complete hands-on implementation experience

  • Table seating with workspace
  • Lunch included
  • Hands-on implementation access
  • Post Event Digital Ai Guide
Purchase

VIP Experience

$397

Premium access and extended support

  • Everything in Pro Pass
  • Premium seating
  • Complimentary beverages (Saturday Mixer)
  • Post-event group implementation session
Purchase

Complete Your Registration via the options above

The Venue

A modern, professional space designed for collaboration

Collective Success Center

Atlanta, GA

Free Parking

Ample complimentary parking on-site

Easy Access

Centrally located in Atlanta near Hartsfield Jackson airport

Professional Facilities

Modern event space with full tech setup

Frequently Asked Questions

No technical experience required. If you can use email and browse the web, you can do this. We guide you through every step with hands-on support from expert facilitators. This is designed for business professionals, not developers.
Yes or whatever device you use for business. This is a action summit, with hands-on implementation. You'll be building real AI tools during the afternoon sessions. We'll provide high-speed internet.
Lunch is included with Pro Pass and VIP tickets. General Admission tickets do not include lunch, but there is plaza just minutes away off of Camp Creek with several restaurants. We'll provide coffee and light refreshments throughout the day for all attendees.
No, this is an in-person only event. The hands-on implementation and collaborative problem-solving require face-to-face interaction. The connections you'll make and the real-time support you'll receive are key parts of the experience that don't translate to virtual formats.
Full refunds are available up to 14 days before the event (not including any platform fees). Within 14 days of the event, tickets can be transferred to another person but are non-refundable. Contact us if you have special circumstances. We're here to help.
Absolutely! Many attendees bring team members. Each person needs their own ticket. Contact us about group discounts for teams of 5 or more.

AI is changing how
business gets done.

This is how you stay ahead.

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Saturday, January 31, 2026 • Atlanta, GA • Limited capacity

AI Financial Summit

Jan 31 • Atlanta

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