𝗪𝐡𝐚𝐭 𝐢𝐟 𝐨𝐧𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐮𝐥𝐝 𝐜𝐡𝐚𝐧𝐠𝐞 𝐭𝐡𝐞 𝐝𝐢𝐫𝐞𝐜𝐭𝐢𝐨𝐧 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞? Over the past several weeks, I've challenged myself to complete 47 podcast interviews before my 47th birthday on September 6, 2026. Each conversation was intentionally connected to a chapter from my book, Building Wealth and Legacy With AI, and focused on helping people find practical ways to build wealth, protect what they create, and leave a lasting legacy. Now it's time to celebrate the journey together. Join me for a special LIVE birthday celebration where we'll look back at the most powerful moments from all 47 podcast conversations and explore the lessons that can transform your own financial journey. During this event you'll discover: The biggest lessons from all 47 podcast interviews The six Legacy Lanes that form the foundation of Building Wealth and Legacy With AI The top strategies shared by investors, entrepreneurs, business owners, AI founders, tax professionals, and industry leaders How AI is changing the way we build businesses, create wealth, and leave a legacy How you can begin applying these lessons immediately, regardless of where you are today We'll also recognize every podcast host who helped make this campaign possible and officially celebrate completing the 47 Podcasts Before 47 Challenge. Whether you've followed the journey from the beginning or this is your first introduction to the movement, this event is your opportunity to see how one idea became dozens of conversations and a growing community committed to one mission: Find the Leak. Fix the Plan. Build the Legacy. Come celebrate my 47th birthday with me, connect with the community, and leave inspired with practical tools you can use to build wealth and legacy with AI. One birthday. Forty-seven conversations. Countless lives impacted. Reserve your seat today.

To scale a family office toward billionaire-level impact, you can deploy AI agents to automate, analyze, and optimize every core function. Building workshops with these agents will help train your team, align family members, and codify your processes. Here are the essential roles in a modern family office and how you can build AI agents for each. 💼 Executive Leadership & Governance - Chief Executive Officer (CEO) Agent - Sets the overall family office strategy. - Generates agendas for leadership alignment workshops. - Drafts high-level vision statements and targets. - Family Governance & Succession Agent - Facilitates multi-generational wealth education workshops. - Creates conflict-resolution frameworks and family constitutions. - Tracks next-generation readiness and training milestones. 📈 Investment Management - Chief Investment Officer (CIO) Agent - Simulates asset allocation models under different economic scenarios. - Designs macroeconomic trend workshops for the investment committee. - Generates market thesis presentations and risk-tolerance reports. - Deal Sourcing & Due Diligence Agent - Scours databases for private equity and venture capital opportunities. - Runs automated preliminary checklists on pitch decks. - Builds interactive case-study workshops using past successful deals. - Portfolio Monitoring Agent - Aggregates real-time performance data across all asset classes. - Flags underperforming assets and suggests rebalancing strategies. - Creates quarterly performance review workshop dashboards. 🛡️ Legal, Tax, & Compliance - Chief Legal Officer (CLO) Agent - Drafts initial non-disclosure agreements and entity structures. - Runs asset protection workshops to identify liability gaps. - Summarizes complex regulatory updates impacting wealth structures. - Tax Strategist Agent - Models tax-loss harvesting and cross-border tax implications. - Designs annual tax-planning workshops for family members. - Keeps up-to-the-minute records of changing tax codes.

Today reminded me why preparation matters. Thank you so much Stephvanie Wynn, for reaching out and sending me a copy of the video. Watching yourself back is one of the best ways to grow. During Media Access Day, I asked a question, and my first thought afterward was, “Adriane… come on.” I realized I wasn’t as clear and focused as I wanted to be. One of the biggest takeaways from Erin today was this: Your 90-second pitch has to be ready. You need to be able to clearly answer: • Who are you? • What do you do? • Who do you serve? • What are you asking for? • Why does it matter? • What do you want to accomplish? If you can’t explain it clearly in 90 seconds, neither can anyone else. For me, that means refining how I talk about the Building Wealth and Legacy With AI Movement. Every conversation is an opportunity, and I want to be ready when that opportunity comes. Am I disappointed? A little. Am I discouraged? Not at all. Growth comes from reviewing, learning, and improving. I give myself grace because every interview, every event, and every conversation is making me better. The goal isn’t perfection. The goal is progress. Tomorrow I’ll be more prepared than I was today. I can. I will. I am victorious! Let’s go.

I recently had the opportunity to participate in **AI Legacy App Talk LIVE** with Adriane Mayes. 🌟 The experience was energizing, insightful, and honestly a lot of fun. One thing that surprised me was how naturally the conversation flowed. Going in, I thought I needed to have everything perfectly prepared. Instead, I just needed to show up, be myself, and share what I'm passionate about. 💬 It was exciting to talk about the different ways I help individuals, business owners, and real estate investors through tax, accounting, business advisory, and real estate. It also reminded me how much value there is in simply having authentic conversations. 🤝 Adriane has created more than a platform. She's created a space where people can share their expertise, connect with others, and tell the story behind what they're building. If you have the opportunity to be a guest or tune in to one of these conversations, I encourage you to do it. You may discover, like I did, that the best conversations happen when you stop trying to be perfect and simply show up. Thank you, Adriane, for the opportunity. I truly enjoyed the experience and appreciate what you're building. ❤️

Why does the education system prepare people to pass tests, but often fail to prepare them to build wealth, understand money, use technology, or create opportunities? In how AI Systems build wealth we examine the gaps between traditional education and the skills people need in the real world. This conversation explores: • Why financial literacy is still missing from many classrooms • How students are trained to follow instructions instead of build systems • Why degrees do not automatically create income, ownership, or security • How AI is changing what people need to learn • Why critical thinking, entrepreneurship, and adaptability matter now • How families and communities can close the information gap The goal is not to attack education. The goal is to expose what is missing and build a better architecture for learning, wealth, and legacy. AI can help people access information, organize ideas, develop skills, and create new opportunities, but only when it is used with purpose. Stop waiting for the system to prepare you. Build the system you need. Find the leak. Fix the plan. Build the legacy.