A closed-door intensive for advisors
Strategic Advisor IntensiveDallas · November 18–19
Two days on business and estate planning at a higher level: how tax strategies, trusts, qualified plans, captives and insurance work together for complex clients, and the first look at the Camas Wealth Orchestrator℠ working live.
Rick Bailey, Scott Sonnier, Gabe Teal, Josh Miner, Lisa Florest and Todd Bailey
Your pass
- Day oneWed, Nov 1812:30 to 5:00 PM
Dinner at 6:00 - Day twoThu, Nov 199:00 AM to 4:00 PM
Lunch included
Presented by
- Camas Advice
- Fortress Risk Management
- Securian Financial
- Financial Management Services of America
Your best clients have layered problems
Most advisors do solid work. Wills, term policies, a 401(k) rollover here and there. The fundamentals.
But business owners and high‑net‑worth families don't have fundamental problems. They have liquidity tied up in a company, an estate that triggers a tax bill nobody planned for, and a succession plan that lives in someone's head.
When you can't solve those, someone else does. And they take the relationship with them.
Who's teaching what
A working session, not a sales pitch. Each speaker teaches what they use on real cases, and every session builds toward one case worked end to end on day two.
Rick D. Bailey, JD, MAcc, CFP®
Founder and CEO, Camas Advice
- Day one · 1:00 PMBusiness planning: succession and key‑person planning
- Day one · 4:30 PMDay‑one integration: coordinating the planning opportunities
- Day two · 9:00 AMLegacy planning: trusts, wealth transfer, asset protection, tax and implementation sequencing
- How liquidity, valuation, trusts and tax design come together as one succession plan for a business owner
- Key‑person planning for the people a business can't lose
- Legacy strategies implemented in the order that makes them work
About Rick
Rick works with private clients and the advisors who serve them on estate liquidity, wealth transfer, business succession, income‑tax mitigation, retirement income and legacy design. His background spans law, tax, financial planning and advanced life insurance case design.
Scott Sonnier
Founder and President, Financial Management Services of America
- Day one · 2:15 PMQualified plan and business‑owner planning: IRC §401(h), ROBS and ESOP
- What IRC §401(h), ROBS and ESOP strategies each open up for a business owner
- Where each one fits in an owner's plan, and when it doesn't
About Scott
With more than 20 years in financial services, Scott brings objective advice and disciplined investment strategy to individuals and companies, aligning portfolios with cash flow needs for ultra‑high‑net‑worth families.
Gabe Teal, CFP®
Regional Vice President, Securian Financial
- Day one · 3:30 PMLife insurance case design and carrier support in advanced planning cases
- How to design an advanced life insurance case that holds up
- How a carrier supports you on a complex planning case
About Gabe
Gabe helps financial professionals find accumulation and protection solutions that complement their clients' broader strategies, and supports advanced life insurance case design.
Josh Miner
Presenting the Camas Wealth Orchestrator℠, via Zoom
- Day two · 10:15 AMThe Camas Wealth Orchestrator℠: a coordinated planning system
- How a Wealth Strategist and a Wealth Orchestrator build and manage one plan
- The client portal, shown live on real cases with names and figures changed
- Where you fit as the client's quarterback
About Josh
Josh presents the Camas Wealth Orchestrator℠ as a coordinated planning system: how advisors bring tax, estate, insurance, business and implementation work together around one client‑planning process.
Lisa Florest
Senior Vice President, Capital Markets and National Accounts, InCommercial Property Group
- Day two · 11:30 AMInCommercial Motor Fuel Fund V: tax‑planning considerations and fund overview
- The fund's intended investment strategy and sale‑leaseback structure
- Bonus depreciation and passive‑loss mechanics as tax‑planning considerations
- Why the offering documents and a tax advisor's review matter
About Lisa
Lisa presents InCommercial Motor Fuel Fund V as a tax‑planning tool: its intended investment strategy, the sale‑leaseback structure, bonus depreciation and passive‑loss mechanics, and why the offering documents and a tax advisor's review matter.
Todd Bailey, JD, MAcc
CEO, Fortress Risk Management, LLC
- Day two · 1:15 PMCaptive insurance companies: IRC §831(b)
- Why a captive belongs in a coordinated plan, and what it does for an owner's risk and cash flow
- How to spot the business owner who needs one in a meeting you're already having
- How to bring Fortress in when you find one
About Todd
Todd works with successful businesses and their owners on captive insurance and reinsurance, helping them evaluate structures that control risk, manage insurance costs, improve cash flow and build reserves against casualty risk.
Where it comes together · Day two · 2:30 PM
A live case workshop
One business case worked end to end, with succession, key‑person, qualified plan, captive and Wealth Orchestrator strategies together, led by Rick Bailey, Todd Bailey and Scott Sonnier.
New in Dallas
See the Wealth Orchestrator working live
This is where Camas rolls out the Camas Wealth Orchestrator℠: one coordinated plan, one team, and a client portal that shows a household its plan, its policies and its next steps. You'll walk through it on real cases, with names and figures changed.
Client view
A home screen for every household
Where the plan stands, what just changed and what comes next.
Sample household. Names and figures are fictional.
Agenda
An afternoon and dinner on day one, then a full working day on day two, closing with a case workshop.
Day one
Wednesday, November 18
12:30 PM to 5:00 PM, then dinner
- 12:30 PMArrival and check‑inCamas team
- 12:45 PMWelcome and opening commentsRick Bailey
- 1:00 PMBusiness planning: succession planning and key‑person planningRick Bailey
- 2:00 PMBreak
- 2:15 PMQualified plan and business‑owner planning opportunities: IRC §401(h), ROBS and ESOPScott Sonnier
- 3:15 PMBreak
- 3:30 PMLife insurance case design and carrier support in advanced planning casesGabe Teal
- 4:30 PMDay‑one integration: coordinating the planning opportunitiesRick Bailey
- 6:00 PMDinnerAll attendees
Day two
Thursday, November 19
9:00 AM to 4:00 PM, with lunch
- 9:00 AMLegacy planning: trust planning, wealth transfer, asset protection, tax and implementation sequencingRick Bailey
- 10:00 AMBreak
- 10:15 AMThe Camas Wealth Orchestrator℠: a coordinated planning systemJosh Miner, via Zoom
- 11:15 AMBreak
- 11:30 AMInCommercial Motor Fuel Fund V: tax‑planning considerations and fund overviewLisa Florest
- 12:15 PMLunch
- 1:15 PMCaptive insurance companies: IRC §831(b)Todd Bailey
- 2:15 PMBreak
- 2:30 PMBusiness planning case workshop: coordinating succession, key‑person, qualified plan, captive and Wealth Orchestrator strategiesRick Bailey, Todd Bailey and Scott Sonnier
- 3:30 PMNext steps and closing commentsRick Bailey
Times are local to Dallas.
Registration
Claim your seat
This isn't a ballroom watching slides. Seating is capped at 25 so every advisor gets real time with the speakers, real case design and real conversation with the people who do this work. Register by November 5.
- Dates
- Wednesday, November 18 and Thursday, November 19, 2026
- Venue
- Hilton Garden Inn DFW Airport South
2001 Valley View Lane
Irving, TX 75061 - Questions
- Jim Carpenterjim@camasadvice.com480-798-4318
Getting there
The Hilton Garden Inn sits just south of DFW International Airport, so most advisors can fly in the morning of day one.
The hotel is on Valley View Lane, just south of Highway 183 (West Airport Freeway) and west of Highway 161.
Hilton Garden Inn DFW Airport South
2001 Valley View Lane
Irving, TX 75061
Staying the night? There's no room block, so book directly with the hotel. 972-313-2800
This is an educational event for financial professionals only and is not intended for the general public. Nothing presented is an offer to sell, or a solicitation of an offer to buy, any security; any offering is made only by its own offering documents. Tax and legal concepts are educational and are not advice for any particular client.