
Each year a hand-selected group of industry-leading note investors, speakers, mentors, educators, and cash flow entrepreneurs meet in gather in one-place — on your computer screen — with the goal of helping other move forward with their goals with clarity and confidence.
And this year was no different! The 8th Annual Cash Flow Expo was packed with three-days of actionable-information from our knowledgeable speakers. Sad that you missed this year’s Cash Flow Expo? You can get 24/7, unlimited access to all of this year’s session videos, audio-only files and session slides and downloads with the VIP Pass.
After the tremendous success in 2019, 2020, 2021, 2022, 2023, 2024 and 2025 there was no doubt in everyone’s mind that Cash Flow Expo would be back in 2026. This year’s event had more value, deeper discussions, knowledgable panels, and sessions packed with practical and actionable insights.
This year is all about seizing opportunities arising in 2026. It’s time to take charge of your investing and our incredible lineup of speakers are ready to help you do that. Our over 30 speakers are ready to share their knowledge and insights to help you make 2026 your best year yet!
What to Expect at the Cash Flow Expo Online Summit
No rushing through terminals. No delayed flights. Instead, you open your browser and instantly step into the center of the most anticipated online cash flow event of the year.
Over 30 active professionals take the stage—people who are closing deals, growing portfolios, and generating income in real time. They speak plainly and honestly, sharing what actually works. There’s no fluff and no sales pitch—just the strategies they rely on to keep their businesses moving forward.
Cash Flow Expo focuses on Real Estate, Private Mortgage Notes, Note Investing, Private Lending, Mobile Home Notes, Seller Financing, Self-Directed IRAs, Stocks and Options, Alternative Real Estate Investments, and much more….and is FREE to attend.
Get Access to the 8th Annual Cash Flow Expo
The 8th Annual Cash Flow Expo was held online, February 5th – 7th, 2026. Wishing you still had access? The VIP Pass offers 24/7, unlimited access to all of this year’s session videos, audio and presentation slides.
Check Out this Year’s Schedule
The 8th Annual Cash Flow has an action and information packed schedule!
Day 1 – Thursday, February 5th – First Session Starts at 10:00am EST
Sponsored by First National Acceptance (FNAC)
10:00am – Fred Rewey and Tracy Z – Three Phases to Banking on Yourself
11:00am – Nate Hare – Using your IRA or old 401(k) to invest in Real Estate Tax FREE
12:00pm (noon) – Rachel Sims and Joe Watters – Data Deep Dive
12:30pm – Denia Ray – Market Waves & Risk Ripples
1:00pm – Marco Bario – Buying From The Bin of Misfit Notes
2:00pm – Women in Notes Panel: Deals, Decisions, and Durable Cash Flow with Tracy Z, Marishka Pilch, Dawn Rickabaugh, Stacy Michelle and Cynthia Hartley
3:00pm – Jeff Armstrong – Note Business Marketing for Results
4:00pm – Melissa Bolling – The Pro’s Guide to Partials: Record, React, and Win the Return
4:30pm – Kyle Swafford – Building Your Debt Fund: A Compliant Capital Raising Blueprint
5:30pm – Jeff Watson – Essential Asset Protection & Wealth Building Access
Day 2 – Friday, February 6th – First Session Starts at 10:00am EST
Sponsored by 7e Investments
10:00am – Tracy Z – How Smart Note Investors Vet Deals Before They Buy
11:00am – DJ Olojo – The Good, the Bad, and the Ugly of Second Position Notes: Risky on Paper, Powerful in Practice
12:00pm (noon) – Chris Seveney – The Uncomfortable Phase of the Real Estate Cycle: Investing in Non-Performing Notes in 2026
1:00pm – Byron Rouda – How to Structure a Seller-Carryback Business Note that Works for Business Buyers, Sellers and Note Buyers
1:30pm – Fred Rewey – AI Marketing for Note Investing – No Tech Required
2:00pm – AI in Note Investing Panel: What Works and What Does Not with Fred Rewey, Brett Burky, Dave Putz and Dan Deppen
3:00pm – Jay Redding – Build it Right, Sell it Smart
4:00pm – Dan Deppen – Creating Top-Tier Notes: How the Pros Do It
5:00pm – Liz Faircloth – Why You’re Not Scaling Faster (and What to Do About It)
6:00pm – John Hyre – Taxation of Discounted Notes & Private Lending 101
Day 3 – Saturday, February 7th – First Session Starts at 10:00am EST
Sponsored by NoteSchool
10:00am – Mary Hart – The Risks, Returns and Realities of Private Lending: Lessons from Two Decades in the Trenches
11:00am – Nathan Turner – What Could Possibly Go Wrong?
12:00pm (noon) – Eddie Speed – Rentals to Notes: The New Playbook for Real Estate Investors
1:00pm – Kim Tucker – Why You Need Notes in Your Real Estate Investor Tool Box
1:30pm – Joseph Zentner and Homero Corona – Cultivating a Garden of Notes
2:00pm – Behind the Payments Panel: Servicing Decisions That Protect Your Cash Flow with Tracy Z, Melissa Bolling, Rosette Powell, Sadhna Cordell and Sohail Badruddin
3:00pm – John Fedro – Big Cash Flow with Little Mobile Homes
4:00pm – Dr. Phillip Hearn – The Overlooked Role of Notes in Business Acquisitions and Cash Flow Strategy
5:00pm – Jamie Bateman – Discover Your Investor Avatar: Passive, Hybrid, and Active Mortgage Note Investing
Watch from Anywhere and On Any Device
Log in from wherever you are during the Expo on your Computer, Laptop, Phone, or Tablet. No need to travel hundreds of miles to a hotel or miss the event if you are on vacation.
Can’t make those dates? We have you covered…
Yes, you can watch all the presentations live for free, and they will be kept online for an additional 48 hours. If you need more time or want to have lifetime access to all of the presentations, you can also purchase a VIP Access Pass at a special price.

