EliteNP Wealth & Investment Summit

For NP Practice Owners Ready to Turn Profit into Long-Term Wealth 

You’ve built the practice. 
Revenue is growing. 
Margins are improving. 

Now the question becomes: What do you do with the profit? 

The EliteNP Wealth & Investment Summit is a two-day, in-person experience designed specifically for Nurse Practitioner practice owners who are generating earnings and want a disciplined, intelligent strategy for deploying that capital. 

This is where operational success transitions into wealth strategy. 

You’ll gain direct insight from Justin Allan and tax expert Rachelle Nay, CPA, with frameworks built for healthcare entrepreneurs, not generic investors. 

Regular Price: $1299, Get Early Access at $999 TODAY (a $300 savings)

Regular Price: $1299, Get Early Access at $999 TODAY (a $300 savings)

What you can expect at the Summit


Day 1: Financial Foundations & Investment Strategy 

Dialing in Business Finances 

A strategic discussion on strengthening financial infrastructure within your practice to create clarity, stability, and investable surplus. 

Principles of Iron-Clad Personal Finances 

A framework for building personal financial durability alongside business growth, ensuring alignment between income, assets, and long-term wealth goals. 

Building a Diversified Investment Portfolio 

An overview of capital allocation principles and portfolio construction designed to balance risk, growth, and long-term compounding. 

Short-Term Investing for Short-Term Profits 

A look at tactical investment approaches and liquidity strategy within a broader wealth-building plan. 


Day 2: Real Estate & Tax Strategy 

Real Estate Investing  

Led by Justin Allan 
A focused session on real estate as a vehicle for deploying business profits, covering acquisition strategy and investment philosophy. 

Strategic Tax Positioning for Practice Owners 

Led by Rachelle Nay, CPA 
A high-level discussion on aligning tax structure with business earnings and investment strategy to support long-term wealth preservation and growth. 


Who This Is For 

  • NP practice owners generating consistent profit 
  • Owners preparing to scale beyond clinical income 
  • Entrepreneurs who want a disciplined capital allocation strategy 
  • Practice leaders ready to build wealth outside their operating business 


The Core Outcome 

You will leave with: 

  • A clear capital deployment framework 
  • A structured approach to investing practice earnings 
  • A foundational real estate strategy 
  • A tax positioning roadmap 
  • Greater confidence in how to turn business profit into long-term wealth 

Two days. In person. Practical. Built for NP owners. 


Investment 

Regular Price: $1299, Get Early Access at $999 TODAY (a $300 savings)

Limited Seats Available. Reserve yours today!

Summit Location

Chicago Marriott Schaumburg                 
50 N Martingale Rd.                 
Schaumburg, IL 60173-2065      

Discounted Hotel Room Block: Click here