Immersion 2027

The Flat Fee, Advice Only, and Hourly financial advisor conference

When:

Tuesday, March 9th, 2027 to Thursday, March 11th, 2027

Where:

Atrium Hotel and Suites DFW
4600 West Airport Freeway
Irving, Texas 75062
T: 972-513-0800

Cost:

$400.00

What is an Immersion?

This is not a conference – it’s an “Immersion”.

Expect LOTS of this:

  • Peer to peer conversations
  • Purity of thought
  • Humility
  • Small group interactions
  • “Ask me anything” sessions with practical insights from actual
    practitioners
  • Short, engaging presentations – to the point before you fall
    asleep
  • Clean, safe accommodations that won’t cost a fortune

And NONE of this nonsense­:

  • Sponsors and vendors pushing their wares on you
  • Exhibit halls
  • Sales pitches from the private REIT salesperson
  • Hidden agendas and conflicts of interest
  • Boring, long, droning presentations
  • Pedantic “thought leaders”
  • Monogrammed water bottles and other junk
  • Showing off, posturing, and virtue signaling 
  • Open bar

Gallery

Registrant List for Immersion2027:

Questions?

Please email Sara Grillo at grilloinvest@gmail.com 

Disclaimers

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.