An Exclusive Afternoon of Learning, Strategy & Standout Speakers

11am-2pm   |  3750 Sports Arena Blvd, San Diego, CA 92110  |  BBQ Lunch provided

Join us for the Home Equity Strategy Summit, a high-value midday experience featuring CE-accredited education, expert-led sessions, and a hosted BBQ lunch—exploring how equity strategies can create new opportunities for your clients and new revenue streams for your business.

Agenda

11:00 AM — Introduction with Shain Urwin 

Shain opens the day with insights on the market, shifting equity positions, and where new opportunities are emerging for borrowers, advisors, and LOs working together.

11:30–12:00 PM — Dr. Barry Sacks

Dr. Barry Sacks will share how home equity can play a powerful role in retirement planning, including strategic uses for Roth IRA conversions and how stacked reverse-mortgage interest may help offset RMD income from IRA withdrawals.

12:00–1:00 PM — Phil Walker & Rich Walker 

Phil Walker presents his CFP-approved Continuing Education course, making this event especially valuable for any financial and tax professionals. 

Rich Walker follows with an Equity Select presentation, delivering practical, planning-focused strategies advisors can use with their clients.

1:00–2:00 PM — John Israel (Mr. Thank You)

The hidden gem — and the real main event.
International keynote speaker and bestselling author John Israel, founder of Mr. Thank You, closes the day with a high-impact session on gratitude, trust, and human connection in business. His work has been featured on ABC News, Fox News, and Good Morning America.

Thank You to Our Sponsors