The New Year New You Financial Summit 2017

5 days of valuable training with leading personal finance experts that will help you start the New Year off right.

January 9 – 13, 2017

Reserve Your Seat

Make more money. Eliminate debt. Build wealth. Train your money. Work it out.

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New Year, New You 2017 Financial Summit Partners
Republic Wireless

Learn how these fantastic partners can help you master your money in 2017!

Do more with your hard earned cash.

Energize your financial goals. Learn from the best. Walk away with targeted action plans to accomplish your best year yet.

Build your financial empire.

Financial freedom is within reach. We’ll show you how.

Meet Our Speakers

Over 20 personal finance experts will be on hand to help you keep more of your hard earned cash.

LaTisha Styles
LaTisha “Tish” Styles is a nationally recognized millennial personal finance expert and digital marketing professional. She has been featured in The Economist, quoted in Forbes, and mentioned in U.S. News and World Report as a top personal finance expert to follow on Twitter.

Matt Becker
Fee-only financial planner and the founder of Mom and Dad Money, where he helps new parents take control of their money so they can take care of their families. His free time is spent building block towers and jumping on beds with his two awesome boys.

Talaat and Tai McNeely
“America’s #1 Money Couple”, are Financial Educators that are on a mission to get individuals and couples on the same page financially, and to experience the joys of financial freedom. They have been featured in numerous publications such as T.D. Jakes Show,,, Essence, and Business Insider.

More speakers…

Summit Schedule

Save the dates so you don’t miss a minute of the action!

Day 1: Brilliant Budgets
Day 2: Money & Relationships
Day 3: Boosting Your Income
Day 4: Dumping Debt Fast
Day 5: Investing for Your Future

Tips for Tackling Credit Card Debt with LaTisha Styles

LaTisha Styles is a nationally recognized, millennial personal finance expert. She'll share the 3 steps she used to eliminate $22,000 in credit card debt.

Budgeting Basics with Jessi Fearon

Jessi Fearon is the founder of the popular personal finance blog,, where she shares her family's real life on a budget. In this session, she's tackling how to budget when funds are tight.

It's Not Too Late – Getting Ahead Financially After 40 with Lynnette Khalfani-Cox

Lynnette Khalfani-Cox, The Money Coach®, is a personal finance expert, television and radio personality, and the author of numerous books, including the New York Times bestseller Zero Debt. She'll share sound financial principles for the GenX crowd and beyond. Recover from financial setbacks with these strategies and develop a plan to finish this game of life on top.

Parenting and Priorities with Matt Becker

Financial planner and Mom and Dad Money founder Matt Becker walks us through how you can prepare for two major parenting goals – transitioning so you can be a stay at home parent and building a college fund for your kid!

Marriage & Money with Tai & Talaat McNeely

Trying to get on the same page with your finances? Tai and Talaat from His and Her Money share how you two can communicate better as a couple!

Money Savvy Single Ladies with Miranda Marquit, Jesscia Garbarino, and Aja Williams

Single women and single mothers face special challenges when working to overcome financial setbacks and accomplish their money goals. Our expert panel of fabulous single women will share their strategies for dumping debt, overcoming under-earning, and thriving as the head of household.

Dealing with Aging Parents with Maureen Campaiola

Maureen Campaiola from a Debt Free Mess Free Life shares her story of becoming the caregiver for her aging parents. She shares some valuable tips and advice for those finding themselves in the same situation.

Overcoming Fear and Becoming an Entrepreneur with Phillip Taylor

So many people dream of starting a business, but not many make that leap. Phillip Taylor gives resources and advice that helped him fulfill his dreams and transition into an entrepreneurs!

How to Get Your Hustle On to Impact Your Finances (and Possibly the World) with Nick Loper

Nick Loper is the chief hustler at Side Hustle Nation. He'll share his own journey to the entrepreneurial life. We'll look how side-hustling can be a way to better your finances and contribute something meaningful to the world!

Sandy Smith Loves to Side-Hustle! Here's Why You'll Love It Too

Sandy Smith eliminated $50,000 of debt while unemployed through the power of side-hustling. Learn how to side-hustle strategically and deliberately so that you can grow your income, slash debt, and identify skills that you already have and make money from those skills online.

Finding Joy While Dumping Debt with the Debt Free Guys

David Auten and John Schneider share the process of paying off the debt while still enjoying life. Learn strategies that helped them get rid off $51,000 of combined credit card debt, find fun and frugal activities, and become more money conscious.

Dumping Debt with Team Work – Carrie and Derek Olsen

Derek & Carrie come from vastly different backgrounds when it comes to money. Derek grew up having "more than enough" while Carrie's family struggled and hardly ever discussed money at all. In this session, you'll find out how this couple overcame their money differences, worked through a foreclosure, started successful location-independent businesses and are on track to become totally debt free in just a couple of months!

How I Side Hustled Out of $81,000 in Debt with Melanie Lockert

Melanie Lockert is the main contributor at and the author of the book with the same name. Melanie wrote Dear Debt to chronicle her debt dumping process. We'll cover practical advice for trimming expenses and increasing income to help you eliminate debt.

Investing for (Early) Retirement with Justin McCurry

Justin McCurry shares the process he and his wife took to financially prepare themselves to retire in their 30s!

Investing in Real Estate with Mindy Jensen

Mindy Jenson's cover was blown on CNBC. She's Mrs. 1500 and a member of the Bigger Pockets Team. She'll share her secrets on building a million dollar net worth and how you can succeed with investing in real estate.

Make Friends with the Stock Market in 3 Minutes with Hilary Hendershott

Understanding the basic of investing principles needed to get started and why the financial media is a horrible source of information about the stock market.

Say YES! to financial freedom.


New Year New You Financial Summit

Dump the resolutions and finally master your money this year!

Join us in January and hear from 20+ financial experts and those who have been in the trenches to learn how you can pay off debt, boost your income, and invest in your future!

Pricing Packages

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Register for the New Year New You Financial Summit

January 9 – 13, 2017

Access to all workshops (including the replays) is free for the week, but you do need to register. Mark your calendar so you don’t miss a minute of the action.

Claim Your Spot

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What our customers says

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