October 22–24, 2026
Receive Tim Berry's private application 72 hours early
This is Tim’s most personalized format yet: five people, each working through a major business or retirement-plan move while you work through yours. Every situation is reviewed in advance, so you can develop your own plan, see how others are applying Tim’s strategies, and leave with a clear written action map. No one-size-fits-all advice. Everything is built around the five people in the room.
Before you arrive, Tim already knows why you're there.
Five people. Three stages. One session built around the real decisions in the room.
Every accepted participant submits their plan structure, assets, questions, and real decisions before the event.
Tim reviews that material in advance, then opens the session with a private group dinner.
Two full days follow, built entirely around the five people in the room, covering advanced 401(k), Roth, distribution, asset-protection, estate-planning, and ownership issues.
A written action map, not a notebook of ideas
Four areas get reviewed in the room. One clear plan comes out.
What should be investigated
The specific gaps in your current plan worth a closer look first.
What could create problems
Risks in the current structure that could surface later if left alone.
What's still needed
The exact records required to move forward with confidence.
What decisions need to be made
The choices that must be settled before you can move forward with confidence.
Your 30, 60, and 90-day plan
Everything above gets pulled into one document: what to do first, what to do next, and what can wait.
Five seats. Not a general audience.
- You have a real retirement-plan or wealth-planning decision to make
- You're willing to provide details about your situation before the event
- You want more than general education
- You're prepared to act after the session
- You’re looking for a beginner-level introduction to IRAs or 401(k)s
- You’re only collecting information for possible use someday
- You do not currently have a meaningful decision or planning issue to work through
- You’re not prepared to complete the advance preparation and act afterward
Your access begins three days before everyone else's.
Join the private invitation list
Enter your information below.
Receive the application
The private application link is emailed to this list first.
Applications open to everyone else
Your private access begins 72 hours earlier.
Five seats will be filled
Applications are reviewed to determine whether the session is an appropriate fit.
Payment secures an accepted seat
No seat is reserved until an applicant is approved and the required deposit is received.
Five seats. Tim's most personalized format yet.
Tim reviews every participant's situation before the event, allowing the room to begin with real context and move directly into the decisions that matter.
- Direct time devoted to your own major move
- Broader perspective from the different assets, structures, and decisions discussed in the room
- Potential problems and missing information identified before you move forward
- A personalized written action map showing what should happen next
Join the private invitation list
With only five seats available, early access gives you the first opportunity to be considered before applications open to everyone else.
Joining does not submit an application, reserve a seat, or commit you to attend.
Early bird invitations have ended.
All five seats for this session have been claimed. Check back for future sessions, or reach out directly if you'd like to be considered for a waiting list.