Application Only • Limited to 12

The Future-Proof Workshop.

A live, application-only weekend for working parents ready to install protection, AI income, and a real plan — in two days.

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Joe Neri speaking at a workshop

This is built for one specific person.

You're a fit if you're…

  • A working parent earning $75K+
  • Tired of generic financial advice that doesn't survive contact with real life
  • Already willing — you've just been missing the system
  • Ready to make decisions, not just take more notes
  • Not for: tire-kickers who want to "see if it's right" for six months
  • Not for: get-rich-quick seekers
  • Not for: anyone looking for a free seminar with an upsell at the end

You don't leave with notes.
You leave with a built plan.

By Sunday afternoon, you walk out with four things in your hand.

01

A Protection Plan

Right-sized life insurance, designed by an actual licensed advisor, with specific carriers and specific numbers. Not a recommendation. A plan.

02

An AI Income Workflow

Set up live, in the room, on your laptop. Not theory. A working system you can run Monday morning.

03

A Cash Flow Map

Where every dollar of your household goes today, where it should go starting next month, and how to get from one to the other without your spouse hating it.

04

A 12-Month Roadmap

What to do in month 1, month 3, month 6, month 12. Specific. Sequenced. Yours.

Two days. No fluff.

Saturday and Sunday. Houston, TX.

Saturday

Morning — Protection Foundation

Why most working parents are underprotected. Term vs whole life vs IUL — without the sales pitch. Carrier selection. Designing your specific plan.

Afternoon — Cash Flow + Infinite Banking

The wealthy family playbook. How to use your own policy as a personal bank. Live design session: your numbers, your situation.

Sunday

Morning — AI Income Systems, Hands-On

Pick your system. Install it on your laptop. Generate your first piece of income content live. Set the schedule. Done.

Afternoon — Build Your 12-Month Plan

Sequence everything. Calendar it. Walk out with the plan in your hand.

Limited to 12 attendees per cohort.

This is application-only, by design. We talk to every applicant before accepting. Tuition is shared during the application review.

Why no public price? Because the workshop only works with the right people in the room. We'd rather have 8 of the right parents than 30 of the wrong ones.

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Apply for the Workshop

Tell us about you. We respond within 2 business days.

Frequently asked.

Where and when?
Houston, TX. Cohorts run quarterly. Next dates shared during application review.
What if I can't make the next cohort?
Future cohorts open every quarter. Joining the waitlist costs nothing.
Is my spouse welcome?
Yes — and strongly encouraged. Spouses attend at no additional cost. Money decisions made by one parent rarely stick.
Refund policy?
Full refund up to 30 days before the workshop. Within 30 days, your seat transfers to the next cohort.
Payment plans?
Yes, available on request after acceptance.
Is this a sales pitch for something else?
No. Tuition is the offer. There's no upsell at the back of the room. If you want to keep working with me after, that's a separate conversation.