
Outlook 2026: The Future is Now
Understanding AI and Leveraging Technology for True Wealth
Join us in person and online with Rajeev Kapur, one of the Top 5 AI Leaders Bringing Artificial Intelligence to Everyone (Forbes Magazine) and best-selling author of AI Made Simple.
Thursday, January 22, 2026
11am EST
9am MT
AI is has dramatically changed how we work, interact, and learn. In fact, the transformation is just beginning. Standing on the shoulders of the internet, AI is poised to become the most revolutionary innovation in our lifetime, disrupting each of our worlds in seismic ways.
In 2025, Rajeev Kapur was named one of the Top 5 AI Leaders Bringing Artificial Intelligence to Everyone by Forbes Magazine declaring “we’re on the cusp of a societal shift that could eclipse the Internet’s impact.” Kapur is the best-selling author of AI Made Simple and a highly-sought-after expert in education and leadership in AI.
Please join us for a live webinar and Q&A where Planning Alternatives CEO, Nathan Mersereau, sits down with Rajeev Kapur to learn how to thrive in the transformative age of AI.
Locations
- Birmingham, MI - Daxton Hotel
- Sarasota, FL - Location TBD
- Naples, FL - Inn on Fifth
- Jackson Hole, WY - Cloudveil Hotel
- Online
Agenda:
- Rajeev Kapur Remarks
- Rajeev Joined by Nathan Mersereau for Live Q&A and Discussion
Key Takeaways:
- 6 Takeaways for AI success
- The era of AI Personalization
- The AI concerns that we should all be worried about
- The future of business with AI
About Rajeev Kapur
Over a 30-year career Rajeev Kapur has been part of the leadership team at Dell where he built a $1B+ plus business in the US and managed Dell’s China and South Asia business to record growth. He has also been the President/CEO of three small to mid- size companies with three exits. Companies ranging from entrepreneurial start-ups to $20-$100 million midsize companies. He attributes his success to building winning cultures, innovative strategies and creating high performance teams. In 2021 and 2022 Rajeev was a finalist for both Entrepreneur and Innovator of The Year from the Orange County Business Journal for his work at his company 1105 Media, a leader in B2B marketing and media. In 2023, he was named one of the Top 500 Executives in Orange County, CA. In May of 2024, Rajeev was named a finalist for the Ernst and Young Entrepreneur of The Year Award. In February of 2025, Rajeev was recognized by YPO as a Best Of The Best Award Winner at the annual YPO Global Leadership Conference.
He has been a member of YPO (Young President's Organization) for 19 years. He received his Global MBA from the USC Marshall School of Business in Los Angeles. He also dual certified in AI from MIT. Currently he sits on two AI boards. In early 2022 he became a bestselling author when he launched his new leadership book – Chase Greatness: Enlightened Leadership for The Next Generation of Disruption. The book was the most downloaded leadership book on Amazon in from mid-November 2021-Feb 2022. In August 2023, his new book AI Made Simple: A Beginner’s Guide to Generative Intelligence became available, and is a best-seller. The third edition of this book will launch in Sept 2025. His new book Prompting Made Simple is now available. He is an accomplished keynote speaker on AI and leadership having spoken to companies and organizations around the world. Forbes magazine Aug 2025 labeled him the Top Leader Bringing AI To Everyone. At the 2025 YPO EDGE Barcelona conference, he was one of the highest rated and in demand speaker for his talk, A Taste Of AI. He’s also an advisor to the C-Suite with a focus on AI and Leadership.
Let’s connect.
We’d love to talk about what you and your family need and how we can help.