The Financial Journey
Community Retreat
May 1st - 2nd, 2025
At the Canopy by Hilton in West Palm Beach, Florida
We'll coordinate options for activities and dinner each night so you can connect with new and old friends.
Meet & Greet: Wednesday evening Reception at Spruzzo's atop The Ben, April 30th (see photo below)
Full Days: Thursday and Friday, May 1st and 2nd
Palm Beach Play Day: Saturday and Sunday, May 3rd and 4th
*We'll share additional details as the event approaches and plans are confirmed.
Meet & Greet: Wednesday evening, April 30th
Full Days: Thursday and Friday, May 1st and 2nd
Palm Beach Play Days: Saturday, May 3rd and Sunday, May 4th
Your Life. Your Freedom. Your Journey.
Your Life.
Your Freedom.
Your Journey.
For business owners and accredited investors who wish to reach “work optional” in 3-5 years. In Financial Journey we multiply wealth through strategy, relationships, deals, portfolio optimization, tax strategy, & shared resources.
We understand real wealth isn't about money;
true wealth is about freedom, time, relationships, and impact.
At this Wealth Retreat, You'll Gain ..
Clarity on the state of the market, unique wealth-building opportunities, and how AI is shaping investment strategies.
Mailbox Money Strategies, with liquidity, that maximize returns with minimal effort.
How to strategically grow your liquidity while also investing in private 3-7+ year funds
Case Studies: What makes a portfolio succeed or fail over time
Practical strategies to help build a sustainable financial legacy with case studies and member shares.
Small group masterminds and unconference to get the support you need from successful peers.
A network of genuine & generous people who accelerate each other's growth in wealth and life.
Topics: Actionable Insight & Connections
Neil R. Anderson
Neil R. Anderson
Executive Coach
Executive Coach
Neil is an executive and mental fitness coach with over 20 years of experience in leadership development, management consulting, and individual/team coaching (www.Uplevel.Coach).
"I hold an ACC credential from the Int'l Coaching Federation (ICF), a master’s degree from Biola University, and a Giant Worldwide leadership coaching certification. I also serve as a coach for Positive Intelligence—a world-class training program on increasing emotional intelligence and developing a growth mindset. I'm honored to have personally coached over 500 leaders across 40+ industries worldwide on issues ranging from communication and conflict to overcoming stress and anxiety, navigating transitions, and establishing fresh vision and goals.
While coaching is my life's work, my enduring legacy is my family and faith. I'm very happily married to my college sweetheart and best friend, Casey. We have 3 amazing kids and live in Knoxville, TN".
Portfolio Mentoring
Are you creating the right plan to accelerate your growth and freedom?
Most people stumble their way into investing and “make it up as they go.” The haphazard “roll the dice” way can work, or it may not. At best, you’re missing some opportunities for wealth optimization. At worst, you’ll spend needless years working longer than you have to. Isn’t it worth checking if you’re on the right path? Most likely, your trajectory to work optional can be accelerated and optimized.
With the Portfolio Mentoring Session, you will have the opportunity to share your portfolio and goals with fellow successful investors who will help you strategies on your next steps to maximize and accelerate your wealth growth based on your goals.
The right plan dramatically accelerates your wealth growth and freedom.
Portfolio Shares
Portfolio Shares from those who’ve built 5M, 10M, and 50M portfolios.
Imagine what you could learn that would allow you to accelerate your wealth growth smartly. It typically doesn’t take much time; it’s about being intentional and having the right opportunities, resources, and network. THESE are the people we want you to connect with.
📊 State of the Market - What a ride since Trump took office. It's a scramble to keep up with the direct changes, let alone the ripples through the wider economy. Through this economic deep dive, Keith will share wealth opportunities for today and answer questions like:
Where is the economy heading?
What asset classes are aligned with the Trump Administration's Plan?
What do you need to sell ASAP?
What investments present a strong ROI and liquidity?
With so much changing, your wealth can't afford to miss this event.
💻 Investor Hackathon: Human vs. AI – Compare amateur, professional, and AI-driven solutions to real-world investment and business challenges. In this fast-paced optional session, participants will tackle case studies and market puzzles, testing different approaches to decision-making and optimization.
💰 Mailbox Money Strategies - Investment opportunities for generating consistent income in today’s market that maximize consistent cash-flow with minimal effort.
💡Niche Asset Experts - We're inviting speakers with deep experience in real estate, oil & gas, cryptocurrency, stocks, and more to break down key opportunities and strategies for this economy. Join small group discussions to identify emerging opportunities and compare perspectives on the best investment moves in today’s market.
🔄 Diversification - Protecting Wealth from Market Declines - Make multiple "smart bets" based on the the best wealth strategies shared by each niche market expert. Learn how to build a resilient portfolio that weathers market shifts while preserving and growing your wealth.
📖 Member Case Studies: Strategies & Lessons - Real insights from real people, as they share their experience and lessons learned. These case studies can cover investment strategies, business growth, tax efficiency, and AI-shaped investment strategies.
💼 Managing a Portfolio of Passive Investments - Discover how to effectively oversee multiple passive investments, balance risk, and ensure consistent returns with minimal hands-on effort.
📈 Portfolio Mentoring: Share & Get Feedback - Bring your numbers, share your portfolio structure, and receive constructive feedback from seasoned investors and peers. Learn how others are optimizing their holdings and get actionable insights to refine your own strategy.
💵 Liquidity: Balancing Flexibility & Returns - Explore strategies to maintain access to capital while still achieving strong returns while maintaining healthy levels of liquidity.
*This proposed agenda is subject to change based on speakers, economy, and needs of community.
Experience Includes
Experience Includes
Pre-event: We'll host a kick-off call to help you prepare for the event and connect with other attendees.
Warm Introductions: Connect with attendees hand-picked for you. Don't get lost in a crowd, you start with select connections. #RightConnections.
Insight: Two full days of actionable information with the resources and guidance to implement.
Investor Hackathon: Compare amateur, professional, and AI-driven solutions to real-world investment and business challenges. We'll bring it all together in a mastermind session to analyze the results.
Lunch: Provided by Financial Journey. #ConnectionTime
Investment Opportunities: Curated deal shares
Peer to Peer Mentoring: Small group collaborations to get feedback on next steps to grow your wealth.
Connect: Generous community of millionaire investors and business owners who genuinely help each other.
Adventure: Unwind, recharge, and deepen connections with fellow attendees on Saturday. Whether it’s a local adventure, a shared meal, or simply relaxing, this is your time to enjoy the journey together. #WorkHardPlayHard
Networking & Masterminding
Networking & Masterminding
Focused time, attention, and guidance of other successful investors
Focused time, attention, and guidance of other successful investors
How has meeting the right person at the right time helped you before? This retreat is full of the “right people.”
Business Owners easily doing $300K-$1M+ a year
Accredited Investors looking for great investments
People seeking life more than just money; wealth is simply a fuel
Generous givers who share without expecting anything in return
Imagine having solid time with those people to help you with what you need most (financial or personal).
You choose what is more pressing and get your successful peers' focused time, attention, and guidance.
Reel Adventures & Real Connections
How do YOU want to connect?
Saturday, May 3rd, is a day dedicated to connections and fun.
Above the Surface
Above the Surface
Embrace the sun and sea in West Palm Beach. Glide across the calm waters on a paddleboard, explore the coastline in a kayak, or enjoy a leisurely boat tour while sharing laughs and creating memories.
For those who prefer to stay dry, there are also plenty of non-water activities available to enjoy. Find them in Area Highlights.
Below the Surface
Below the Surface
Discover colorful marine life just beneath the waves while snorkeling, or share the thrill of scuba diving in a breathtaking underwater world.
Whether you're a seasoned diver or a first-timer, take the chance to create lasting memories while immersing yourselves in the serenity of the ocean
Beyond the Horizon
Beyond the Horizon
Cast your line into the open waters, bonding with fellow retreat-goers as you chase the catch of the day.
Whether you're a seasoned angler or new to fishing, these offshore, deep-sea excursions offer an opportunity to share the excitement of the open sea and the thrill of reeling in a big one.
Official F1 Miami Grand Prix
For those looking to add high-speed excitement to the retreat, we have a fantastic opportunity to attend the Miami Grand Prix with John, an FJ Member and race car driver.
Saturday, May 3rd: This day offers more on-track events than just the F1 Qualifying, including support races, at a much lower cost than Sunday. Tickets range from $200-$300.
Autonation Grandstand at Turn 18 ($260 per person). Overlooks the second-fastest straight in F1.
Sunday, May 4th (Race Day): The F1 main event, with ticket prices starting at $800-$1,000 per person.
Start/Finish Grandstand ($1,270 per person, 20-ticket minimum). Prime views of the starting grid, pit lane activity, and the high-intensity race launch.
Turn 1 Grandstand ($1,015 per person, 20-ticket minimum). Overlooks the Main Straight and Turn 1, an overtaking hotspot.
If you're interested, let us know soon so we can organize the group!
For those looking to add high-speed excitement to the retreat, we have a fantastic opportunity to attend the Miami Grand Prix with John Kuitwaard an FJ Member, Race Car Driver, and Formula 1 fan.
Saturday, May 3rd: An almost full day of on track excitement with Porsche 911 Cup qualifying and race, F1 Academy qualifying and race, and Formula1 Sprint Race and qualifying for the Sunday Grand Prix. Tickets range from $200-$300 per person for a group of 10 or more.
Autonation Grandstand at Turn 18 ($260 per person). Overlooks the second-fastest straight in F1.
Sunday, May 4th (Race Day): Sunday is the big day for Formula1 fans, featuring the Miami Grand Prix Race, a Porsche Cup race and F1 Academy race. Tickets range from $800-$1,000 per person for a group of 10 or more. Below are some options.
Start/Finish Grandstand ($1,270 per person). Prime views of the starting grid, pit lane activity, and the high-intensity race launch.
Turn 1 Grandstand ($1,015 per person). Overlooks the Main Straight and Turn 1, an overtaking hotspot.
If you're interested, let us know soon so we can organize the group!
Hotel
Join us at the Canopy by Hilton under our group booking at $295 per night.
You'll benefit from the organic networking, like late waterfront chats.
An exclusive booking link and details will be sent with registration confirmation.
Logistics &
Flights
Fly into Palm Beach, FL (PBI)
We recommend booking a flight that allows you to be checked in by 4:00pm Wednesday, April 30th, and leaving late Saturday or early Sunday Morning.
Your
Ticket
$1,595
Gold & Silver Members are "FREE"
*Special offers available for your children ages 10-21 as well as for couples who are attending together the Financial Journey event and FJ catered breakfast.
*Special offers available for your children ages 10-21 as well as for couples who are attending together the Financial Journey event and FJ catered breakfast.
A Message to Guests
Dear Prospective Community Member,
Our community retreat is filled with genuine people. I know there's some big promises here, but I'll do my best not to let you down.
There's a lot of benefits for our Financial Journey community. I'll share some great strategies and resources you can act on at the retreat. But understand, this is just a glimpse into all the benefits enjoyed within the community.
Rather than "sell" you something, the best way for you to understand Financial Journey is to experience it for yourself.
And, if it makes sense for both of us, we'll extend an invitation to join the Financial Journey community.
A bit about me... I’m under 40, a father of two amazing boys, and husband to the most incredible wife, Jessica. Our careers brought us to Dallas, which is where we now call home and where we purchased our first investment property in 2010.
I “retired” at 32 and spent the next few years traveling the world with my wife. I share this not to brag, but to share I know how to achieve “work optional” quickly because I’ve done it personally.
In time, I started Financial Journey since I enjoy helping others. I find the journey of life is more enjoyable when shared with an authentic community.
You may learn more about my journey you on the Financial Journey website.
I would love to learn about you and your story. I hope to connect with you at this retreat.
Genuinely,
Keith Blackborg, CPA & Founder
P.S. Guests consistently share how our retreats exceed their highest expectations.
P.S.S. Being real... that photo is 2 years old & we need an update ;)
Why: At this community retreat, we offering a limited number of one-time guest passes as a way for people to "try it out" before they commit. There were no guest invites in 2023. If you know someone who's a great fit, please share this invite.
Who: This boutique event is designed to be highly interactive between peers. Feedback shows people are most impressed by the generous sharing by successful people in the room. Spouses are encouraged to join :)
Requirements: You should qualify as an Accredited Investor and be interested in joining Financial Journey. You can read here about our membership requirements and membership benefits.
Preparation: Join with an open mind and heart. Be willing to connect, be vulnerable, be real, & have fun. Consider sharing your real numbers with your small group. Pro tip, you'll get as much out of it as you put in.
Check-in Call: If you are a guest, expect a call from someone on the FJ Team, to learn about you and your goals and help you connect with applicable relationships & resources. If, after the call, it's determined that this event is not a good fit, you'll get a full refund of the ticket price.
"Love it or Leave it" Guarantee: If you show up and you don't love it in the first four hours, we'll give you a full refund.
Canopy by Hilton
West Palm Beach Downtown
The heart of energetic West Palm Beach, the Canopy by Hilton Downtown is a destination as vibrant as the city itself. With its dazzling fiber optic art installations in the atrium and sweeping views of the city, Palm Beach Island, and the Atlantic Ocean, this modern retreat captures the essence of West Palm’s lively spirit. Just minutes from the convention center, premier dining, nightlife, and waterfront activities, the Canopy is perfectly positioned for exploration and relaxation alike, as well as our Retreat!
Booking information is available after registration.
Area Highlights
Location:
15 minutes North of the PBI. A vibrant area with colorful boutiques, nightclubs, live music, and an array of dining options.
Food:
West Palm Beach boasts a diverse culinary scene. View the West Palm Beach dining guide.
Premier golfing destination, home to world-class courses that blend challenging play with breathtaking tropical scenery.
Explore Palm Beach on the water! With choices of tours, fishing, snorkeling and scuba/free diving, and more.
Inspire:
The Norton Museum offers a serene sculpture garden, a courtyard-centered layout, and an airy restaurant that opens to the sculpture garden.
Time Travel:
Step into the Gilded Age and explore the Henry Morrison Flagler Museum, a historic 75 room mansion.
Shop:
You earn it, while your family spends it ;)
Stop by CityPlace, Clematis Street, Northwood Village, or Antique Row.
What the community says about the experience:
Investment Deals
Community
Would You Recommend
Event Highlights
This event is for educational purposes only and is not to be construed as legal, investment, tax, or other professional advice.
This event is not offering individualized advice tailored to any specific portfolio or to any individual’s particular needs or rendering investment advice or other professional services such as legal or accounting advice. A competent professionals services should be sought if one needs expert assistance in areas that include investment, legal and accounting advice.
© 2025 – Financial Journey | All Rights Reserved