Only 28 Seats — July 18, 2026 • New Albany, Ohio • Early Bird Ends Soon

The Work Optional Workshop — July 18, 2026

What happens to
your life if you lose
your paycheck tomorrow?

Most people don't have a real answer to that question. On July 18th, you bring your numbers and we build your plan — together, in that room, that day.

July 18, 2026 • Brick House Blue, New Albany, OH • Only 28 seats

Reserve My Seat — $197 → Apply for VIP →
Date
Saturday, July 18, 2026
Time
9:00 AM – 3:00 PM
Location
Brick House Blue • New Albany, OH
Seats
28 Total • Limited
The Honest Truth

You built a great life.
But what's holding it up?

You make good money. Maybe really good money. You pay your bills, you keep up with everything, and from the outside it looks like you've got it figured out.

But here's the question nobody wants to sit with: if that paycheck stopped — tomorrow, next month, or six months from now — how long could you actually hold it together?

For most high earners, the honest answer is: not long. Because the income grew, and the lifestyle grew with it. The mortgage. The cars. The kids' school. The subscriptions, the dinners, the trips. All of it built around one assumption — that the money keeps coming.

Imagine a household bringing in $300,000 a year. Two good incomes, solid careers, a life that took years to build. Then one job disappears. Now they're living a $300,000 lifestyle on $150,000 — and they don't know where to start cutting or what to do next.

This isn't a hypothetical. This is happening to real people right now. People who did everything right, checked every box, and still ended up completely exposed the moment something went sideways. The problem was never the income. It was that nobody ever showed them what to do with it.

That's what this workshop fixes. Not by telling you to cut your lattes or save harder — but by showing you how to use what you already have to build something that doesn't fall apart the moment your employer decides they don't need you anymore.

This is not a seminar. You are not coming to take notes. You are coming with your real numbers — your accounts, your income, your actual financial picture — and you are leaving with your plan built. Step by step. No second guessing. Done.

22+
Years Helping People Build Real Financial Security
18mo
Average Time to Become Truly Work Optional
$0
New Income Needed — We Work With What You Already Have
1
Day to Walk Out With a Plan That Actually Protects You
This Is For You

If you recognize yourself here,
you need to be in this room.

This workshop was built for people whose income looks great on paper but whose financial foundation is thinner than it should be. If any of these sound familiar, you're exactly who this day was designed for.

The High Earner Living Paycheck to Paycheck
You make more money than most people you know — and somehow still feel like you're one bad month away from trouble. The income is there. The security isn't. That gap is what we fix.
The Two-Income Household Built on Both Paychecks
You and your partner built a life that needs both incomes to survive. If either one of those paychecks disappears, everything gets hard fast — and there's no backup plan. There needs to be one.
The Saver With No Real Strategy
You put money into your 401(k) every month and watch the number grow — but you have no real plan for how to use it, when to use it, or how to make it generate actual income before you're 65.
The Homeowner Sitting on Untapped Equity
Your home has gone up in value. That's real money — but right now it's doing nothing for you. There are smart, simple ways to put that equity to work without selling your house or taking on risky debt.
The Professional Tired of Overpaying in Taxes
Every year you write a painful check to the IRS and feel like you're missing something. You probably are. There are legal strategies that put real money back in your pocket — you just haven't been shown them yet.
The Person Who Knows They Need a Plan
You've been telling yourself you'll figure this out for a while now. You know you need a plan. You just haven't found the right room to sit in and actually build one. This is that room.
What You'll Learn

Bring your numbers.
Leave with your plan.
No second guessing.

This is a working session — not a lecture, not a seminar. You show up with your real account balances, your real income, your real financial picture. By 3:00 PM you walk out with a step-by-step plan built specifically for your life. You'll know exactly what accounts to open, exactly what to do first, and exactly what comes next. Done.

01
What It Actually Means to Be Work Optional
Work optional doesn't mean stopping work forever. It means building a life where you don't have to keep doing it just to survive. We'll show you what that looks like and what it takes to get there — starting from exactly where you are right now.
02
How to Access Cash Without Begging a Bank
Most people think their only options are to save more or borrow from a bank. There is a smarter way — one wealthy families have used for decades. We'll show you how to use it to create financial breathing room without giving up control.
03
Where to Put Your Money So It Works for You
Saving money is not the same as making money work. We'll give you a simple way to figure out where to put your dollars so they come back to you as real income — not just a number sitting in an account you can't touch until you're old.
04
How to Stop Handing the IRS More Than You Owe
Most people at your income level overpay in taxes — not because they cheat, but because nobody ever showed them what they're legally allowed to do. We'll fix that and show you how to keep more of what you earn every single year.
05
How to Find the Money You're Already Losing
You probably don't need to earn more money. You need to stop losing what you already make. We'll show you where it's leaking out, how to plug it, and how to build a simple system that makes sure you get paid first — before everything else does.
Your Host
Perry Jeffries III

Perry Jeffries III

Founder, Cash Flow Unlocked | Diamond Rokk

Perry Jeffries III has spent more than 22 years in financial services — but his real education didn't come from a textbook. It came from losing a multimillion dollar real estate portfolio in the 2008 crash and handing keys back to banks one by one. It came from rebuilding, landing at JP Morgan, and then losing that too. It came from sitting with a cognac in one hand and Fruity Pebbles Vodka in the other, double-fisting on the worst night of his life, wondering what he was going to do without that paycheck.

He didn't just rebuild. He figured out what he had been missing — the systems, the structures, the financial foundation that protects everything you build when things go sideways. And then he built it right. He retired his wife at 40. He became work optional at 49. He is not worried about what the market does, what AI is going to take, or what any company decides — because nothing he has built depends on any of that.

On July 18th, Perry brings everything he learned — the hard way and the right way — into that room with you. Not to lecture. To build your plan.

Profit First Mastery John Maxwell Certified Daymond John Ambassador 22+ Yrs Financial Services RIA Founder AICPA Speaker
Reserve Your Seat

Pick your seat.

Both options get you in the room and out with a real written plan. The VIP experience adds a private dinner Friday night and direct access to Perry all weekend.

Only 8 Seats
VIP Experience
VIP All-Access
$497
Friday night + Full Saturday included
  • ✓ Private dinner at one of Columbus' upscale steakhouses — Friday, July 17th
  • ✓ Private access to Perry before the main event
  • ✓ Reserved front-row seating Saturday
  • ✓ Full-day workshop (9 AM – 3 PM)
  • ✓ Personalized Work Optional Blueprint
  • ✓ Post-event strategy session access
Claim My VIP Seat →

8 seats total • Selling fast

General Admission
Workshop Only
$197
$297 after early bird ends
▲ Early Bird: $197 — Limited Time
  • ✓ Full-day workshop — Saturday, July 18th
  • ✓ 9:00 AM – 3:00 PM at Brick House Blue
  • ✓ All five topics covered start to finish
  • ✓ Your personalized Work Optional Blueprint
  • ✓ Workbook and workshop materials
  • ✓ Live Q&A with Perry
Reserve My Seat →

20 seats total • Limited availability

Before You Talk Yourself Out of It

"I can't spend money right now."
We hear that. Here's the reality.

That feeling — the one that says now isn't the right time to spend — is exactly the feeling this workshop was built for. Because right now, without a plan, you are losing money every single month. In overpaid taxes. In assets sitting in the wrong places. In a lifestyle that's one income away from crisis.

$197 doesn't fix all of that. But it gets you in a room where someone shows you exactly where it's happening and what to do about it. That is worth more than the cost of the seat — and the cost of staying home is higher than you think.

28 people get this plan on July 18th.
The rest stay stuck.

There is no recording. No virtual option. No way to get what happens in that room from anywhere else. When the seats are gone, they're gone — and so is the early bird price.

I'm Ready — Reserve My Seat →
Questions

Common Questions

Anyone earning $125,000 or more — from a job, a business, or both — who wants a clear, simple plan to make their money work harder, pay less in taxes, and stop depending entirely on a paycheck. You do not need to be a financial expert. You just need to show up ready to work.
Yes — and honestly, this is exactly when you need it most. This workshop was built for people who feel financially exposed, overwhelmed, or like they're one bad month from real trouble. We don't start from a place of abundance. We start from wherever you are and show you what to do next.
VIP guests join Perry for a private dinner at one of Columbus' upscale steakhouses on Friday, July 17th. It's a small, relaxed setting — a chance to connect, ask real questions, and get a preview of what's coming Saturday. Dinner is fully included in your VIP ticket.
The workshop is at Brick House Blue in New Albany, Ohio. Full address, parking details, and everything you need to know will be sent to you after you register.
No. This is a full day of real content — real numbers, real strategies, real answers built around your situation. You will leave with an actual written plan that is yours to keep and use, regardless of what you decide after the event. Perry will share a way to keep working together at the end of the day, but there is zero pressure and zero obligation.
All ticket sales are final. If you can't make it, your ticket can be transferred to someone else. Just reach out before the event date and we'll make it happen.

Stop waiting.
Bring your numbers.
Build your plan July 18th.

28 seats. One day. You leave knowing exactly what to do — step by step, account by account, no second guessing. Don't wait until the room is full.

Reserve General Admission → Claim a VIP Seat →