Private Invitation Confirmed

Your 72-Hour Early Access Is Confirmed

You are now on Tim Berry's private invitation list for the October Advanced 401(k) Planning Session.

Your application link arrives
August 10, 2026

The application will not be released to everyone else until August 13. Only five seats will be confirmed.

Joining this list does not guarantee acceptance or reserve a seat. A seat is secured only after an applicant is approved.

Your 72-hour head start

You're three days ahead of everyone else.

You
August 10

Private invitation list receives the application first.

Everyone else
August 13

The application opens publicly, three days later.

Only five seats will be confirmed for the October 22–24 session.

Before the application arrives

Begin thinking about this question

"What decision do you need to make within the next 12 months that could materially affect your retirement plan, or the wealth your family ultimately keeps?"

You do not need to send documents yet.
Watch your email for a confirmation message from IRA Ideas, and add the sending address to your contacts so the application does not go to spam.