“We serve America's Largest Property Decision-Makers”
The Property Board Room brings together the nation’s most influential property leaders—including Building Owners, HOA & COA Board Leaders, Property Management Companies, Community Association Managers, REIT executives, and Facility & Asset Managers—for premier educational and networking experiences.
250+ Client Trust Us
UPCOMING EVENTS
At each event, you’ll gain actionable insights, hear from industry experts, and connect with peers who face the same challenges and opportunities in property management and ownership.
"CLAIMS, COVERAGE, CONFIDENCE"
HOA/COA Board Leaders, Property Managers, Community Association Managers...
ORLANDO, FL
"CLAIMS, COVERAGE, CONFIDENCE"
HOA/COA Board Leaders, Property Managers, Community Association Managers...
MINNEAPOLIS, MN
"CLAIMS, COVERAGE, CONFIDENCE"
HOA/COA Board Leaders, Property Managers, Community Association Managers...
POMPANO BEACH, FL
"LUNCH, LEARN, LEVERAGE"
Commercial Building Owners, Property,
Facility & Asset Managers...
ST. LOUIS, MO
"LUNCH, LEARN, LEVERAGE"
Commercial Building Owners, Property,
Facility & Asset Managers...
THE COLONY, TX
"LUNCH, LEARN, LEVERAGE"
Commercial Building Owners, Property,
Facility & Asset Managers...
FORT WORTH, TX
THE ANNUAL PBR CONFERENCE & TRADESHOW EXPO
TAMPA CONVENTION CENTER
Join us at for the Annual PBR Conference & Tradeshow Expo— a 3-day gathering of 3,500+ property power players from across the country. This is your chance to connect with: Property Management Firms, Community Association Managers, Commercial Building Owners, Facility, Asset & Risk Managers, REIT Decision Makers, Commercial Brokers, & HOA/COA Board Leaders!
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Pricing & Packages
Signature Advisory Plans
Our Signature Advisory Plans are crafted for individuals and businesses seeking in-depth, expert financial care. Each plan blends personalized strategy, premium support, and proven tools to ensure your financial goals are achieved with confidence and clarity.
Starter Financial Plan
$149/hour
Budgeting & Expense Review
Financial Planning CRM
Email Support
Satisfaction Guarantee
Basic Investment Guidance
Growth Advisory Plan
$549/hour
Full Financial Assessment
Tax Optimization Guidance
Phone & Email Support
Satisfaction Guarantee
Retirement Planning Insights
Elite Wealth Plan
$349/hour
Dedicated Financial Advisor
Personalized Investment
Ongoing Strategy Calls
Free Monthly Reports
Executive Financial Lounge
Jack Miller
Loyal Client
I've been working with this team for over a year, and their service always exceeds expectations. Their professionalism, deep financial insight, and consistent support make every consultation valuable. My finances have never been more organized and goal-focused. I fully trust them with my financial planning needs.
How We Work
Excellence and client success.
Financial Planning
Our streamlined planning sessions offer clear strategies to improve your financial health and secure long-term stability. We deliver clear, goal-focused strategies to enhance your financial future.
Investment Guidance
We provide tailored investment advice and portfolio structuring to grow your wealth effectively and sustainably. We provide reliable, goal-driven guidance to help grow your wealth.
Tax Optimization
We offer expert tax planning and optimization strategies to ensure you minimize liabilities and maximize savings. Our strategies help you save more by reducing taxes and improving financial efficiency.
Availability
SERVICE SCHEDULE
Mon
Financial Planning Workshop
11:00 am - 11:30 pm
Tue
Retirement Planning Workshop
12:00 am - 11:00 pm
Wed
Tax Optimization Session
8:00 am - 5:00 pm
Thu
Investment Guidance Session
1:00 am - 11:30 pm
Fri
Financial Strategy Workshop
8:00 am - 5:00 pm
Sat
Wealth Manage Consultation
1:00 pm - 3:30 pm
Sun
Debt Management Session
8:00 am - 5:00 pm
Mon
Tax Optimization Session
1:00 pm - 3:30 pm
Tue
Financial Planning Workshop
1:00 pm - 3:30 pm
Wed
Retirement Planning Workshop
2:30 pm - 5:00 pm
Thu
Financial Strategy Workshop
11:00 am - 11:30 pm
Fri
Investment Guidance Session
11:00 am - 11:30 pm
Sat
Debt Management Session
2:30 pm - 5:00 pm
Sun
Wealth Manage Consultation
7:00 pm - 10:00 pm
enhance your financial journey
A well-managed financial portfolio reflects the expertise and dedication of a trusted consultant. Just like your finances, your success deserves personalized attention and strategy.
Paramahansa Yogananda
meet our experts
Dedicated to your success.
Sofia Young
Public Relations Specialist
Jessica James
Brand Strategy Expert
Chloe May
Media Relations Manager
there’s more to offer
gift cards & vouchers
We provide a variety of personalized gift cards and discount vouchers to make your financial services experience even more rewarding. Whether you're gifting financial guidance to a loved one or providing value to a loyal client, our gift cards offer a thoughtful and meaningful way to empower others on their financial journey.
Discount Vouchers
Save on consulting services with our discount vouchers. They offer great savings on select financial packages, ensuring clients get expert advice without breaking the bank.
VIP Vouchers
Unlock exclusive benefits with our VIP vouchers. Enjoy priority access to premium financial services, personalized consultations, and tailored strategies to help you reach your goals faster.
24/7 Support
We provide continuous support for all your financial needs. Our dedicated team is always ready to assist, ensuring prompt and effective guidance whenever you need it.
“The Property Board Room: Where Property Power Players Connect, Learn & Learn"
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