
Founder of 1.oak Financial and 1.oak Collective, author of The One of a Kind Financial Plan, and host of the mastermind. With 25+ years in financial services, he helps financial professionals grow their businesses while creating deeper relationships with clients and peers, and teaches personal financial planning at Old Dominion University.


Erika Wasserman is a Certified Financial Therapist — one of only 150 worldwide — and founder of Your Financial Therapist. Drawing on her own experience with divorce, single parenting, and loss, she turns financial stress into clarity. Author of Conversations with Your Financial Therapist, endorsed by Barbara Corcoran.
An Exclusive Executive Event for CPAs, Estate Planning Attorneys & Financial Advisors
5:00 pm - 08:00 pm
• Walk & Talk Networking
• Welcome Dinner
• Icebreaker Activities
• Relationship Building
9:00 am - 04:45 pm
• Collaborative Discussions
• Interactive Sessions
• Erika Wasserman Presentation
• Small Group Conversations
• Executive Dinner
9:00 am - 11:00 am
• A relaxed 90-minute closing conversation designed to strengthen relationships and leave with actionable next steps.
Hotel accommodations are booked separately unless otherwise specified.
Details regarding included meals will be provided upon registration.
Nashville International Airport (BNA) is approximately 15 minutes from the hotel.
The Sunday Executive Brunch is available as an optional add-on.
We're here to help you make the most informed decision. Whether you have questions about the agenda, accommodations, or the mastermind experience, we'd be happy to connect.

© 2026 1.oak Collective. All Rights Reserved.
Instagram
LinkedIn
Youtube