Welcome to Passive Investing for Dentists
Unlock the Path to Financial Freedom through Passive Income
Are you a dentist seeking to break free from the constraints of traditional income streams? Look no further! Join us for a transformative event designed exclusively for dental professionals like you who aspire to generate passive income and secure their financial future.
Topic We Will Explore:
Existing Challenges for the Dentists:
Burnout, Not Spending Enough Time with Family, Physical Ailments, Lack of Diversification, Lack of Risk Mitigation, No Clear Pathway out of Dentistry, No Real Wealth Planning, Paying Too Much in Taxes, Stock Market Returns too Volatile
How Financial Freedom transcends to True Freedom from the Above:
We will address the common myths - This won’t work for me, These are all scams, I am a conservative investor, I only invest in low risk investments like index funds, You have to be rich to invest in these deals, I dont have the knowledge to invest in these.
Overcoming Limiting Beliefs and Myths
Rich Dad Poor Dad Balance Sheets as well as Cash Flow Quadrant
Introduction to the World of Passive Investment/ Alternative Investing
Helping Dentists understand the Benefits and how it is better than outdated traditional (conventional) investing (60/40 Stock to Bond Ratio)
Introduction to Different Passive Investment Vehicles
Hard Money Lending (Debt Related Products), (Equity Related Products) Multifamily Real Estate, Investment in Medical/ Dental Related Start-Ups (Angel Investing), Mobile Home Parks; Tax Advantaged Deals (1031 Exchange, Oil and Gas), Investing in Dental Companies
Meet The Hosts
Dr. Janatha (Jonny) Withanachchi
Founder of Walk Of Wealth
Dr. Janatha "Jonny" Withanachchi is not your typical dentist. As an accomplished endodontist, he's also a trailblazing real estate investor. Since 2009, Dr. Jonny has specialized in multifamily real estate, founding Walk of Wealth (WoW) in 2019 to empower others to achieve financial freedom through strategic investments..
Dr. Glenn Vo
Founder of Nifty Thrifty Dentists
Dr. Glenn Vo is a practicing dentist, industry influencer, best-selling author, and serial entrepreneur. As the founder of Nifty Thrifty Dentists Group, Dental Lifestyles Magazine, and Nifty Thrifty Dentists Podcast, Dr. Vo connects the dental community with dental companies to create mutually beneficial relationships. He is known for helping dental professionals level up in their practice.
Our Esteemed Speakers
Zach Haptonstall
CEO and Co-Founder of Rise48 Equity and Rise48 Community
Zach Haptonstall, CEO and Co-Founder of Rise48 Equity and Rise48 Communities, spearheads a visionary approach to retail syndication multifamily investment. With a track record spanning over $2.19 billion in transactions and the acquisition of 9,443+ units since 2019, Rise48 Equity stands at the forefront of asset management in Phoenix and Dallas. Zach's leadership extends to overseeing acquisitions, capital sourcing, and fostering strategic alliances. Alongside his wife, Grace, Zach divides his time between Phoenix and Dallas, where they own homes, embodying a commitment to their company's success and community impact.
Dr. Simon Beylin
President of Beylin Builders & Beylin Development
Simon, a versatile entrepreneur, mastered endodontics and earned Harvard Business School's Credential of Business Readiness. Transitioning from commercial builder to multifamily developer, he founded Beylin Builders and Beylin Development, overseeing $250+ million projects. Passionate about empowering colleagues through passive investments, he also supports non-profits in enhancing medical and dental care accessibility.
Jonathan Rat
Co-Founder & CEO at Archy
Jonathan Rat is a tech powerhouse with a unique twist—he's been revolutionizing dental practices while leading product development for industry giants like Uber and Facebook. Juggling roles as a dental assistant, office manager, and IT expert in his wife's practice, Jonathan combines his tech prowess with firsthand dental experience. Now, he's dedicated to modernizing dental software, bringing cutting-edge technology to the forefront of the industry
Dennis Blitz
President of IRA Club
In 1995, after 25 years of writing Securities Compliance manuals, Dennis Blitz started a club for Self-Directed IRA pioneers. A few years later, Dennis opened IRA Club, a Self-Directed IRA administration company serving thousands of clients nationwide. These savvy investors take control of their retirement dollars with alternative assets such as real estate, private placements, precious metals, tech, oil and gas, and so much more!
Madhavi Jain
President of Think Outside the Stocks
Madhavi, President of Think Outside the Stocks, combines 16+ years of IT experience with a diverse real estate portfolio valued at $170+ million. Specializing in Infinite Banking and risk-managed investing, she empowers clients with high-quality investments across recession-resistant asset classes. As podcast host of Think Outside the Stocks, Madhavi delivers holistic financial education to transform listeners' financial futures.
Jonathan Rat
Co-Founder & CEO at Archy
Jonathan Rat is a tech powerhouse with a unique twist—he's been revolutionizing dental practices while leading product development for industry giants like Uber and Facebook. Juggling roles as a dental assistant, office manager, and IT expert in his wife's practice, Jonathan combines his tech prowess with firsthand dental experience. Now, he's dedicated to modernizing dental software, bringing cutting-edge technology to the forefront of the industry
Bryce Robertson
Founder and CEO of Cultiv8 Collective Inner Circle
Bryce Robertson, Founder and CEO of Cultiv8 Collective Inner Circle, transformed his life by turning a negative net worth into financial freedom within 2.5 years. Originally from Australia, Bryce's journey took him from the underground gold mines to world travel before settling in the USA. He now leads a community of "Freedom Hackers," inspiring others to achieve financial independence and live their true purpose. Bryce also hosts Freedom Hack Radio and the Financial Freedom Mastery event, guiding participants to create customized plans for achieving financial freedom.
Meet Our Panelists
Courtney Moeller
CEO of Invest on Main
Courtney Moeller is an Amazon #1 best-selling author, US Navy Veteran, international speaker, entrepreneur and blockchain expert. She is the co-host of the vodcast, Ladies Kickin Assets, which empowers listeners by providing the financial education they need to live the lives they want.
Her ventures include investments in oil and gas, real estate, Bitcoin mining and blockchain technologies. As a general partner of Diversified Investment Partners and Bitcoin Mining Womxn, she helps professionals with tax problems retain more of their hard-earned money and create new income streams through alternative investment options.
Courtney is also the CEO of Invest on Main, the real estate and alternative asset marketplace of the future! This platform will allow real assets like multifamily apartments, self-storage and other asset classes to trade in small “shares or tokens” just like the stock market creating liquidity, accessibility and transparency.
Badawi Dweik
Co-Founder of Bluestone Flagship Investors
Badawi Dweik is the Co-Founder of Bluestone Flagship Investors, a seasoned professional with a background in technology, engineering, and extensive experience as a passive real estate investor. His mission is to empower busy professionals like yourself to invest in meticulously vetted, cash-flowing real estate opportunities, allowing you to safeguard your assets amidst economic uncertainty while simultaneously building long-term wealth.
His journey into the realm of real estate commenced unexpectedly at the youthful age of 20 when he unintentionally became a landlord after renting out rooms in his first property. This initial foray ignited a fervent passion for real estate that has only deepened with time.
Over the course of more than two decades, he successfully navigated the dynamic landscape of technology while actively engaging in real estate investment on the side. It was during this period of dual expertise that he recognized the potential to leverage his knowledge and experience in real estate to empower others like himself – individuals seeking to access lucrative opportunities, mitigate risks, and optimize returns.
Dr. Noel Liu
CEO and Dentist at Secure Dental | Co-Founder of DentVia
Dr. Noel Liu, DDS, is a renowned dental entrepreneur best known for his expertise in implant dentistry and commitment to advanced clinical education and operations. He spearheaded the Liu Advanced Clinical Fellowship Program at NYU and is recognized as an honorary teacher infusing real-world dental expertise into the program.
Dr. Liu's dedication and excellence extend beyond dentistry to his passion for real estate investing and helping others diversify their investment portfolios and financial growth. Dr. Liu is a leader in his field and a mentor to many.
Thomas Bibby Varghese
Serial Entrepreneur and Real Estate Investor
Tom, a seasoned entrepreneur and engineer, transitioned into commercial real estate investments in 2019. After establishing several successful businesses, he now uses his business and marketing skills in the commercial real estate sector. His current investment portfolio includes over a thousand units and continues to grow. Follow his journey @TomBibbyV.
Elijah Desmond, RDH
Dental Pitch Brokerage Co-Founder
Elijah Desmon is a dynamic entrepreneur and the cofounder of Dental Pitch, revolutionizing the dental industry through innovative solutions. Starting his career as a youth motivational speaker at 15, Elijah pursued a Bachelor of Science in Dental Hygiene at The Ohio State University. After a brief stint in private practice, he founded multiple successful businesses and became known for transforming traditional conferences into modern, engaging events. He created the popular Smiles at Sea cruises and The Dental Festival.
Elijah also shares his love for music as an emcee and DJ, entertaining large crowds. As Vice President of Beyond the Game, he supports development programs for 3rd-grade students. Elijah's dedication to innovation, education, and community impact continues to inspire and shape the future of dental care.
Matt Ornstein
Dental Pitch Brokerage Co-Founder
Matt Ornstein is a seasoned entrepreneur and cofounder of Dental Pitch. He graduated with a Business degree from the McIntire School of Commerce at the University of Virginia in 1990 and began his career at The Home Depot. Transitioning into real estate in the mid-1990s, Matt won multiple 1st place awards at The Greater Atlanta Homebuilders Association for his multi-family developments. He formed Ornstein-Schuler Capital Partners, where he continues as CEO.
In 2020, Matt co-founded Fortem Holdings, a private equity and investment firm with a diverse portfolio, including Dental Pitch Brokerage. Under his leadership, Fortem Holdings also encompasses Oak Dental Partners, Intersect Development Group, Amerishine Car Wash, and David Patterson Homes. Matt's achievements in business and real estate highlight his expertise and impact across multiple industries.
Jonathan Rat
CEO and Co-Founder at Archy D
Jonathan Rat, CEO and Co-Founder of Archy, is a seasoned tech entrepreneur with a rich background in leading product development for major tech companies like Uber and Facebook. Combining his expertise in technology with a unique insight into the dental industry, Jonathan is driving innovation at Archy, revolutionizing dental practice management software. His leadership is focused on advancing the field through cutting-edge solutions, making Archy a standout player in the industry.
Our Esteemed Speakers
Zach Haptonstall
CEO and Co-Founder of Rise48 Equity and Rise48 Community
Zach Haptonstall, CEO and Co-Founder of Rise48 Equity and Rise48 Communities, spearheads a visionary approach to retail syndication multifamily investment. With a track record spanning over $2.19 billion in transactions and the acquisition of 9,443+ units since 2019, Rise48 Equity stands at the forefront of asset management in Phoenix and Dallas. Zach's leadership extends to overseeing acquisitions, capital sourcing, and fostering strategic alliances. Alongside his wife, Grace, Zach divides his time between Phoenix and Dallas, where they own homes, embodying a commitment to their company's success and community impact.
Dr. Simon Beylin
President of Beylin Builders & Beylin Development
Simon, a versatile entrepreneur, mastered endodontics and earned Harvard Business School's Credential of Business Readiness. Transitioning from commercial builder to multifamily developer, he founded Beylin Builders and Beylin Development, overseeing $250+ million projects. Passionate about empowering colleagues through passive investments, he also supports non-profits in enhancing medical and dental care accessibility.
Jonathan Rat
Co-Founder & CEO at Archy
Jonathan Rat is a tech powerhouse with a unique twist—he's been revolutionizing dental practices while leading product development for industry giants like Uber and Facebook. Juggling roles as a dental assistant, office manager, and IT expert in his wife's practice, Jonathan combines his tech prowess with firsthand dental experience. Now, he's dedicated to modernizing dental software, bringing cutting-edge technology to the forefront of the industry
Dennis Blitz
President of IRA Club
In 1995, after 25 years of writing Securities Compliance manuals, Dennis Blitz started a club for Self-Directed IRA pioneers. A few years later, Dennis opened IRA Club, a Self-Directed IRA administration company serving thousands of clients nationwide. These savvy investors take control of their retirement dollars with alternative assets such as real estate, private placements, precious metals, tech, oil and gas, and so much more!
Madhavi Jain
President of Think Outside the Stocks
Madhavi, President of Think Outside the Stocks, combines 16+ years of IT experience with a diverse real estate portfolio valued at $170+ million. Specializing in Infinite Banking and risk-managed investing, she empowers clients with high-quality investments across recession-resistant asset classes. As podcast host of Think Outside the Stocks, Madhavi delivers holistic financial education to transform listeners' financial futures.
Jonathan Rat
Co-Founder & CEO at Archy
Jonathan Rat is a tech powerhouse with a unique twist—he's been revolutionizing dental practices while leading product development for industry giants like Uber and Facebook. Juggling roles as a dental assistant, office manager, and IT expert in his wife's practice, Jonathan combines his tech prowess with firsthand dental experience. Now, he's dedicated to modernizing dental software, bringing cutting-edge technology to the forefront of the industry
Bryce Robertson
Founder and CEO of Cultiv8 Collective Inner Circle
Bryce Robertson, Founder and CEO of Cultiv8 Collective Inner Circle, transformed his life by turning a negative net worth into financial freedom within 2.5 years. Originally from Australia, Bryce's journey took him from the underground gold mines to world travel before settling in the USA. He now leads a community of "Freedom Hackers," inspiring others to achieve financial independence and live their true purpose. Bryce also hosts Freedom Hack Radio and the Financial Freedom Mastery event, guiding participants to create customized plans for achieving financial freedom.
Meet Our Panelists
Courtney Moeller
CEO of Invest on Main
Courtney Moeller is an Amazon #1 best-selling author, US Navy Veteran, international speaker, entrepreneur and blockchain expert. She is the co-host of the vodcast, Ladies Kickin Assets, which empowers listeners by providing the financial education they need to live the lives they want.
Her ventures include investments in oil and gas, real estate, Bitcoin mining and blockchain technologies. As a general partner of Diversified Investment Partners and Bitcoin Mining Womxn, she helps professionals with tax problems retain more of their hard-earned money and create new income streams through alternative investment options.
Courtney is also the CEO of Invest on Main, the real estate and alternative asset marketplace of the future! This platform will allow real assets like multifamily apartments, self-storage and other asset classes to trade in small “shares or tokens” just like the stock market creating liquidity, accessibility and transparency.
Badawi Dweik
Co-Founder of Bluestone Flagship Investors
Badawi Dweik is the Co-Founder of Bluestone Flagship Investors, a seasoned professional with a background in technology, engineering, and extensive experience as a passive real estate investor. His mission is to empower busy professionals like yourself to invest in meticulously vetted, cash-flowing real estate opportunities, allowing you to safeguard your assets amidst economic uncertainty while simultaneously building long-term wealth.
His journey into the realm of real estate commenced unexpectedly at the youthful age of 20 when he unintentionally became a landlord after renting out rooms in his first property. This initial foray ignited a fervent passion for real estate that has only deepened with time.
Over the course of more than two decades, he successfully navigated the dynamic landscape of technology while actively engaging in real estate investment on the side. It was during this period of dual expertise that he recognized the potential to leverage his knowledge and experience in real estate to empower others like himself – individuals seeking to access lucrative opportunities, mitigate risks, and optimize returns.
Dr. Noel Liu
CEO and Dentist at Secure Dental | Co-Founder of DentVia
Dr. Noel Liu, DDS, is a renowned dental entrepreneur best known for his expertise in implant dentistry and commitment to advanced clinical education and operations. He spearheaded the Liu Advanced Clinical Fellowship Program at NYU and is recognized as an honorary teacher infusing real-world dental expertise into the program.
Dr. Liu's dedication and excellence extend beyond dentistry to his passion for real estate investing and helping others diversify their investment portfolios and financial growth. Dr. Liu is a leader in his field and a mentor to many.
Thomas Bibby Varghese
Serial Entrepreneur and Real Estate Investor
Tom, a seasoned entrepreneur and engineer, transitioned into commercial real estate investments in 2019. After establishing several successful businesses, he now uses his business and marketing skills in the commercial real estate sector. His current investment portfolio includes over a thousand units and continues to grow. Follow his journey @TomBibbyV.
Elijah Desmond, RDH
Dental Pitch Brokerage Co-Founder
Elijah Desmon is a dynamic entrepreneur and the cofounder of Dental Pitch, revolutionizing the dental industry through innovative solutions. Starting his career as a youth motivational speaker at 15, Elijah pursued a Bachelor of Science in Dental Hygiene at The Ohio State University. After a brief stint in private practice, he founded multiple successful businesses and became known for transforming traditional conferences into modern, engaging events. He created the popular Smiles at Sea cruises and The Dental Festival.
Elijah also shares his love for music as an emcee and DJ, entertaining large crowds. As Vice President of Beyond the Game, he supports development programs for 3rd-grade students. Elijah's dedication to innovation, education, and community impact continues to inspire and shape the future of dental care.
Matt Ornstein
Dental Pitch Brokerage Co-Founder
Matt Ornstein is a seasoned entrepreneur and cofounder of Dental Pitch. He graduated with a Business degree from the McIntire School of Commerce at the University of Virginia in 1990 and began his career at The Home Depot. Transitioning into real estate in the mid-1990s, Matt won multiple 1st place awards at The Greater Atlanta Homebuilders Association for his multi-family developments. He formed Ornstein-Schuler Capital Partners, where he continues as CEO.
In 2020, Matt co-founded Fortem Holdings, a private equity and investment firm with a diverse portfolio, including Dental Pitch Brokerage. Under his leadership, Fortem Holdings also encompasses Oak Dental Partners, Intersect Development Group, Amerishine Car Wash, and David Patterson Homes. Matt's achievements in business and real estate highlight his expertise and impact across multiple industries.
Jonathan Rat
CEO and Co-Founder at Archy D
Jonathan Rat, CEO and Co-Founder of Archy, is a seasoned tech entrepreneur with a rich background in leading product development for major tech companies like Uber and Facebook. Combining his expertise in technology with a unique insight into the dental industry, Jonathan is driving innovation at Archy, revolutionizing dental practice management software. His leadership is focused on advancing the field through cutting-edge solutions, making Archy a standout player in the industry.
Unlock the doors to financial freedom
For Only
$299
We understand the value of your time and investment, which is why we're thrilled to offer you access to this exclusive event for only $299. This all-inclusive price grants you admission to a wealth of knowledge, networking opportunities, and potential investment avenues.
9AM - 5PM
Colony, Texas
SAVE THE DATE
The Venue
5752 Grandscape Blvd Suite 225, The Colony, TX 75056, USA
Nestled within the vibrant heart of Grandscape, our event takes place at Roam, an elegant and modern venue that epitomizes sophistication and comfort. Surrounded by the dynamic energy of Grandscape, attendees will find themselves immersed in a bustling hub of entertainment, dining, and leisure activities.
Invest in Your Future
We believe in actionable insights and tangible results. In addition to gaining invaluable knowledge from our expert speakers, attendees will have the exclusive opportunity to invest in lucrative projects, including:
Real Estate Syndication Deals:
Pool resources with like-minded investors to capitalize on high-yield real estate ventures.
Investing in Dental Technology:
Stay ahead of the curve by investing in cutting-edge dental technologies poised to revolutionize the industry.
Real Estate Lending Deals:
Explore secured lending opportunities in the real estate market for steady and reliable returns.
Real Estate Developing Deals:
Participate in lucrative real estate development projects and reap the rewards of strategic investment.
Recommended Accomodation
For your convenience, we recommend two excellent accommodation options near the event
Hampton Inn & Suites
Experience comfort and convenience at Hampton Inn & Suites, located just a short distance from the conference venue. Enjoy spacious rooms, complimentary breakfast, and a range of amenities to ensure a pleasant stay during your time at Passive Investing for Dentists.
Address: 3650 Plano Pkwy, The Colony, TX 75056, USA
Contact: 469-388-1120
Homewood Suites
Make yourself at home at Homewood Suites, offering all-suite accommodations with fully equipped kitchens and separate living areas. Conveniently situated nearby, Homewood Suites provides the perfect blend of comfort and functionality for your stay during the event.
Address: 3750 Bargain Way, The Colony, TX, 75056
Contact: 469-388-1120
Reserve Your Seat Today
Don't miss this unparalleled opportunity to take control of your financial future and embark on the path to passive income. Secure your spot and join us for an enlightening and empowering event that could change the trajectory of your wealth journey forever.
