Risk Mitigation Strategies for Real Estate Investors

Free live in-person meetup to learn smarter risk protection, grow lasting wealth, and connect with serious investors via high-value networking. Free food and drinks will be provided to keep the conversations going.

Most real estate investors, high-income earners, and advisors unknowingly operate with critical protection gaps. On paper, they appear insured. But, in reality, their income, portfolio, and family security remain dangerously vulnerable to catastrophic loss.

When something goes wrong, it’s rarely small.

Whether it is a lawsuit, a health event, a business interruption, or any loss of earning capacity, any of these can trigger a domino effect across properties, businesses, and personal finances, leading to asset sales, stalling growth, or permanent damage to long-term wealth.

The most successful investors aren’t luckier…they’re just better protected!

In this focused, high-impact workshop, seasoned financial advisor, entrepreneur, and investor Daniel Herzberg reveals how sophisticated investors and advisors truly think about risk layering, why traditional insurance often falls short, and how privately funded insurance integrates into a modern wealth-protection strategy without replacing what you already have.

This is not a sales pitch. This is strategic education for people who take stewardship seriously.

WHAT YOU’LL LEARN:
You’ll walk away with a clearer, more confident understanding of:
✅ Why most investors are “insured” but still exposed when real life intervenes
✅ How misalignment between personal, business, and real estate protection quietly compounds risk
✅ Where Privately Funded Insurance fits within a sophisticated risk-management framework
✅ How proper protection strengthens portfolio durability, income continuity, and decision-making
✅ How agents and lending professionals can elevate trust and credibility by leading smarter risk conversations without selling insurance

This knowledge doesn’t just protect wealth; it changes how you show up as an investor, advisor, or decision-maker.

WHO THIS EVENT IS FOR
This session is designed for individuals, real estate investors, and professionals who carry real responsibility and real risk exposure:
🔸 Real Estate Investors protecting assets, cash flow, and long-term wealth
🔸High Earners & Heads of Households responsible for families and multi-layered financial lives
🔸 Real Estate Agents seeking a deeper advisory edge beyond transactions
🔸 Mortgage Brokers & Lending Professionals who want a true value proposition rooted in risk awareness
🔸 Entrepreneurs & Business Owners whose exposure extends far beyond a paycheck

If people rely on you or your portfolio, this conversation matters.

MEET YOUR PRESENTER
Daniel Herzberg, CEO of Optimum Business Solutions, helps real estate investors and business owners make confident capital decisions in an increasingly uncertain world. His work focuses on protecting wealth, reducing financial blind spots, and building resilient strategies that perform across market cycles—not just on paper.
With hands-on experience as a business owner and investor across real estate, private equity, venture capital, and alternative assets, Daniel brings a practical, cross-disciplinary view of how capital behaves under stress. Rather than chasing returns, he helps clients optimize liquidity, leverage, tax efficiency, and downside protection so they can act from a position of strength when opportunities arise.
Daniel is also the founder of the Intelligent Investor Forum and the author of the forthcoming book The Art of Intelligent Investing, which explores how structure, mindset, and risk management—not hype—create durable, long-term wealth.
Most people don’t discover their protection gaps until it’s too late.
Those who attend this session gain clarity, confidence, and foresight and discover the same advantages used by disciplined, long-term wealth builders.

👉 Register now to secure your spot and learn how to protect not just an opportunity, but the life and legacy behind it.

👥 LIVE IN-PERSON NETWORKING
As always, this is a live, in-person networking and education event for real estate investors who value real conversation and practical insight. You’ll engage in meaningful discussions, learn from real-world experience, and build relationships that extend well beyond the room. Light food and drinks will be provided, so come ready to connect, learn, and take action alongside like-minded investors at RISE.
We rise faster, go further, and build more wealth—when we do it together.