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    Historical Archive • 2026 Summit

    WEC Legacy & Longevity Summit 2026

    A record of the inaugural Wealth Evolution Club Summit — where wealth strategy, leadership, health, relationships, purpose and legacy converged in one curated experience.

    Date

    March 5, 2026

    Venue

    Las Colinas Country Club, Dallas, Texas

    Registration for the 2026 Summit is closed. This page serves as a permanent historical archive.

    The WEC Triad

    Legacy. Wealth. Longevity.

    Three interconnected dimensions. One extraordinary life.

    The WEC Triad brings these dimensions to life through signature conversations, experiences and recognition of leaders creating meaningful impact.

    Sharon Lechter — Legacy

    Legacy

    Sharon Lechter

    • Co-Author, Rich Dad Poor Dad
    • Recipient, WEC Luminary Titan of Legacy
    Dr. Meetu Bhatnagar, Ph.D., CCIM — Wealth

    Wealth

    Dr. Meetu Bhatnagar, Ph.D., CCIM

    • Founder, Wealth Evolution Club
    Dr. Robert Goldman, MD, PhD — Longevity

    Longevity

    Dr. Robert Goldman, MD, PhD

    • Recipient, WEC Luminary Titan of Longevity

    WEC Luminary Recognition

    WEC recognizes individuals whose work and influence advance the ideas of legacy, wealth and longevity.

    2026 Summit Highlights

    Billion Dollar Panel • Red Carpet Annual Awards Gala

    View the 2026 Summit Highlights

    The Summit Returns

    Legacy, Wealth & Longevity Summit 2027

    March 13, 2027 | Dallas, Texas

    A gathering of accomplished leaders, visionaries and wealth builders exploring the intersection of legacy, wealth and longevity. The Billion Dollar Panel returns in 2027. A VIP Awards Reception will be held the evening before the Summit.

    Explore the 2027 Summit

    Venue details will be announced separately.

    Day of Event

    March 5, 2026 — Schedule

    1. 12:00 PM

      Registration opens

    2. 1:00 PM – 4:30 PM

      Afternoon executive sessions

    3. 5:30 PM

      Red Carpet arrivals

    4. 6:00 PM

      Awards Gala begins

    5. 7:15 PM

      Book launch

    6. 7:30 PM

      Dinner service

    Afternoon Program • 1:00 PM – 4:30 PM

    Executive Sessions

    Six expert-led sessions across the 7 Pillars of Wealth, covering real estate, tax structure, business scale, legacy, communication and emotional mastery.

    01

    The Real Estate Wealth Blueprint

    Wealth & Financial Mastery

    Dr. Meetu Bhatnagar, Ph.D., CCIM

    • Real estate strategy for busy professionals
    • Single-family vs. multifamily investing
    • Leverage and OPM (Other People's Money) concepts
    • Syndication and passive-investing education
    • Deal-analysis fundamentals
    • Relationship capital, networks and generational legacy

    Presented as educational topics discussed—not promises of returns.

    02

    The Tax Trap

    Wealth & Financial Mastery

    Scott McGrath

    10 Reasons You're Overpaying — and the Legal Structure That Fixes All Ten

    • Structure and tax classification
    • Payroll and benefits
    • Liability and lawsuits
    • Interest and debt
    • Personal disruption

    Educational session. Not personalized tax or legal advice. Always consult qualified professionals.

    03

    9 Figure Scale-Up

    Professional Mastery

    Bill Walsh

    Beyond Seven Figures: Your Roadmap from $1M to $100M

    • Scale and the 7-to-8-figure transition
    • Enterprise pivots
    • Multi-location and franchise growth
    • Operator-to-CEO transition
    • Teams and systems

    Presented as session topics, not promised outcomes.

    04

    Legacy, Impact & The Billion Dollar Panel

    Purpose & Impact

    Panel Discussion

    Business • Investment • Real Estate • Capital

    2026 Panel Participants

    Hon. Sean D. ReyesAnton MattliBrad BlazarDr. Meetu Bhatnagar, Ph.D., CCIMPaul Montelongo

    2026 Billion Dollar Panel featured leaders and practitioners across business, investment, real estate and capital.

    05

    The Million-Dollar Pitch

    Professional Mastery

    Dr. Danny Brasell

    • High-stakes communication
    • Influence and storytelling
    • Capital and partnership conversations
    • Pitching vision
    06

    Emotional Mastery

    Emotional Mastery

    Jenell Kelly

    Transform Your Life: Unshakeable Confidence & Inner Peace

    • Confidence and emotional intelligence
    • Navigating pressure
    • Leadership under stress
    • Overcoming limiting beliefs

    Evening Program • 5:30 PM Onward

    Red Carpet, Awards & Celebration

    The evening brought the WEC community together for recognition, celebration and curated connection.

    Red Carpet Annual Awards Gala

    A celebration of achievement, contribution and legacy across the WEC community and its extended network of leaders.

    Awards Ceremony

    Recognition of excellence across the 7 Pillars of Wealth, honoring members and leaders for their contributions.

    Peak Performance Secrets — Physical Health & Vitality

    Dr. Robert Goldman

    Unlock the Secrets to Peak Health, Vitality & Longevity

    A dedicated exploration of healthspan, energy, recovery and the connection between physical capacity and long-term decision quality.

    Book Launch

    Author features and book launches connecting members with ideas shaping the wealth conversation.

    Dinner, Music & Curated Networking

    Curated relationship-building opportunities among physicians, executives, entrepreneurs, investors and purpose-driven professionals.

    Wealth Evolution Club provides educational experiences only. Summit sessions are learning opportunities, not personalized professional, legal, tax, financial or medical advice. Real estate and tax discussions are educational in nature. Always consult qualified professionals for decisions specific to your situation.

    The Summit Returns in 2027

    Explore what's ahead or revisit other WEC experiences from the legacy archive.

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