For educators, coaches, consultants and creators to reach 1M people, make their next $1M of income, and grow their next $1M of net worth.
What You'll Get
Income
Scale up and monetize your message ethically
Investing
Build your net worth not just your revenue
Interconnectivity
Combat isolation and lead your community to thrive
Intention
Manage your time with more calm and less chaos
Insight
Sharpen discernment; beat slop and misinformation
Impact
Leave a long lasting legacy unapologetically
AGENDA
Retreat Schedule
(subject to change) | ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit
| Seoul Food • Mill District (421 E. 26th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit | |
| 6:00–7:00pm | The Why Behind Money Decisions ♦ • Insight | |
| 6:00–9:00pm | The Power of One Kickoff + Karaoke! • Intention |
(320 E. 9th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit |
| 9:00–9:30am | Registration and Meet & Greet |
| 9:30–10:00am | Welcome! How to Make the Most of Your Investment • Intention |
| 10:00–10:30am | Gold, the Economy and Not Losing Your Mind in 2026 ♦ • Investing Mentor: Lynette Zang |
| 10:30–11:00am | Invest In Good, not Greed: How To Help Your Audience Beat The Billionaires ♦ • Investing Mentor: Janine Firpo |
| 11:00–12:00pm | Ask The Mentors: $1M Q&A • Investing |
| 12:00–1:30pm | Meet + Eat: Mastermind Lunches • Intention |
| 1:30–2:15pm | The Wow and How of Building a Millionaire Network ♦ • Interconnectivity Mentor: Lynnette Khalfani-Cox, Earl Cox, Marsha Barnes |
| 2:15–2:45pm | Ask The Mentors: $1M Q&A • Interconnectivity |
| 2:45–3:30pm | Creation Stations: Real-Time Content Collaborations • Interconnectivity |
| 5:00–5:45pm | Meet + Eat: Get Interviewed On The Green Carpet! • Impact |
| 5:45–7:45pm | Bond Night: The 15th Annual Plutus Awards! • Impact |
| 7:45–9:00pm | Creation Stations & Desserts • Impact |
(320 E. 9th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit |
| 9:00–9:30am | Welcome Back! How To Make The Most Of The Day • Intention |
| 9:30–12:00pm | Your Business Plan to Harvest the Power of One ♦ • Income |
| 12:00–1:30pm | Meet + Eat! Mastermind Lunches • Interconnectivity |
| 1:30–3:30pm | How To Compete In A Crowded Content World: Plutus Voices Competition • Impact |
| 3:30–4:00pm | Wrap-up • Impact |
The 15th Annual Plutus Awards
Celebrating 15 Years of the Plutus Awards
This year marks a major milestone for our community. The Plutus Awards turn 15, and we’ll celebrate the occasion during the 15th Annual Plutus Awards Ceremony at the Power of One | Plutus Impact Summit this May in Charlotte.
For 15 years, the Plutus Awards have recognized the writers, podcasters, educators, and creators helping millions of people make better decisions about money. But this year, we’re doing things a little differently.
Instead of traditional award categories, we’ll be honoring leaders in personal finance content whose impact, integrity, and leadership are shaping the future of financial conversations.
The Theme of the Evening: Bond
Yes—as in James Bond. Expect a little elegance, a little fun, and a great reason to dress up.
But the theme also reflects something deeper: the bonds within the Plutus community. For years, those relationships have helped creators launch careers, collaborate on projects, and grow ideas that reach millions of people.
This year’s ceremony will celebrate 15 years of impact, the strength of our community, and the leaders helping shape what comes next.
MEET YOUR $1M MENTORS
Harlan Landes
Sold his Blog, Now Girl Dad
Bernadette Joy
Retired at 40, Now all K-Pop
Earl Cox
CEO, Financial Influencers Network
Lynnette Khalfani-Cox
The Money Coach®
Lynette Zang
Most Entertaining Economist
Janine Firpo
Angel Investor for Better
Joe Saul-Sehy
The Stacking Benjamins Show
Sandy Smith
“Yes, I Am Cheap”
Andi Wrenn
AFCPE Board of Directors
Jason Vitug
Happy Money Happy Life
Miranda Marquit
20-year Financial Journalist
AJ Maulion
Analog Ambassador
Penny Rose
FE FI FO FUM Services
Marsha Barnes
The Finance Bar
PLUTUS VOICES COMPETITION
LOCATION
Check Out the Venue Vibes!
A look inside where finance thought leaders grow and connect.
Wednesday Evening:
Seoul Food (Mill District)
421 E. 26th Street
Charlotte, NC 28205
Thursday (Day 1) & Friday (Day 2):
The Dubois Center of UNC Charlotte
320 E. 9th Street
Charlotte, NC 28202
Airport
We recommend flying into Charlotte Douglas International Airport (CLT), which is the closest and most convenient airport.
From the airport, attendees can reach the retreat venues via:
• Taxi or rideshare services (Uber/Lyft)
• Rental car
Hotel
These nearby hotels are recommended by VisitCharlotte.com with restaurants close by to meet others over meals during breaks.
• Homewood Suites 4th Ward
• Springhill Suites Charlotte Center City
• DoubleTree City Center
$25,000 Value
Early Bird Deal
Only through March 15- Save an extra $300!
- $1M growth roadmap + 12-month revenue plan ($6,000 value)
- 4–6 week bonus mastermind leading up to the retreat ($6,000 value)
- Direct access to $1M mentors ($5,000 value)
- 10+ content assets built live ($3,000 value)
- Business strategy implementation in real time ($2,500 value)
- Real time business coaching ($2,000 value)
- Invitation to Awards Night + Bond Party ($500 value)
Regular Pass
After March 15- $1M growth roadmap + 12-month revenue plan ($6,000 value)
- 4–6 week bonus mastermind leading up to the retreat ($6,000 value)
- Direct access to $1M mentors ($5,000 value)
- 10+ content assets built live ($3,000 value)
- Business strategy implementation in real time ($2,500 value)
- Real time business coaching ($2,000 value)
- Invitation to Awards Night + Bond Party ($500 value)
- Buy Now!
BOGO Deal
Bring an accountability partner- Save even more with a friend!
- $1M growth roadmap + 12-month revenue plan ($6,000 value)
- 4–6 week bonus mastermind leading up to the retreat ($6,000 value)
- Direct access to $1M mentors ($5,000 value)
- 10+ content assets built live ($3,000 value)
- Business strategy implementation in real time ($2,500 value)
- Real time business coaching ($2,000 value)
- Invitation to Awards Night + Bond Party ($500 value)
SPONSOR THE EVENT
Plutus has supported financial content creators and professionals since 2009.
This is a prime opportunity to have your brand placed in front of the most influential people in the finance space, their communities and audiences.
Interested in becoming a sponsor of the Plutus Impact Retreat or Plutus Awards?
Email: partners@plutusfoundation.org