From plan to profit:
Master Advanced Trading Strategies in Paradise


Unlock elite trading techniques and wealth-building insights at our beachfront conference in Sarasota, FL.

Trade The Plan Conference 2025

Trade the Plan 2025 is a premier, in-person event designed for serious traders seeking to elevate their strategies, connect with a like-minded community, and build a lasting financial legacy.

Advanced Trading Strategies: Learn three cutting-edge techniques not previously offered online.

The Trade Mirror Tool: Utilize an exclusive, co-branded spreadsheet (created by NEOS instructor, Ramez Youssef) to journal trades and stay on track with your financial goals.

Expert Sessions: Gain insights from top professionals in tax planning, wealth building, and proprietary trading.

Networking Opportunities: Connect with a community of purpose-driven traders in a rejuvenating beach resort setting.

All-Inclusive Experience: Enjoy two gourmet lunches and a celebratory dinner, all included with your ticket.

What's Included with Your Ticket

Over $5,000 in value -- bundled into one unforgettable, legacy-focused experience

Advanced Strategy Sessions

Proprietary Trading Tool

Community & Connection

  • 3 Advanced Trading Strategies taught live by Mark — only available at in-person events

  • Hands-on training with the Trade Mirror Spreadsheet, led by its creator, Ramez Youssef

  • Wealth-building and tax strategy session with Ron Caruthers

  • Breakout workshops on tax planning and an introduction to prop firm trading

  • Access to the exclusive Trade Mirror — a one-of-a-kind tool created by NEOS instructor, Ramez Youssef, for tracking, journaling, and refining your trades

    (Only available to NEOS students — not sold separately)

  • Network with fellow purpose-driven traders in a high-trust, values-aligned environment

  • Enjoy 2 catered lunches and 1 catered dinner during the event

  • Receive your official NEOS swag to commemorate the experience

What's Included with Your Ticket

Over $5,000 in value -- bundled into one unforgettable, legacy-focused experience

Advanced Strategy Sessions

  • 3 Advanced Trading Strategies taught live by Mark — only available at in-person events

  • Hands-on training with the Trading Plan Spreadsheet, led by its creator, Ramez Youssef

  • Wealth-building and tax strategy session with Ron Caruthers

  • Breakout workshops on tax planning and an introduction to prop firm trading

Proprietary Trading Tool

  • Access to the exclusive Trade Mirror — a one-of-a-kind tool for tracking, journaling, and refining your trades

    (Only available to NEOS students — not sold separately)

Community & Connection

  • Network with fellow purpose-driven traders in a high-trust, values-aligned environment

  • Enjoy 2 catered lunches and 1 catered dinner during the event

  • Receive your official NEOS swag to commemorate the experience

Testimonials

The trading related content was amazing. Organization of the meeting was well done and the food was fantastic. T-shirt was, and still is, my favorite piece of SWAG.

– Chuck B

*verified customer

It was all good. One on one interaction helped me the most. Also, I really needed confidence that this could work for me. The conference helped release enough confidence to give it a go.

– Doug G

*verified customer

Itinerary

Meet the Speakers

Mark Wilburn


Mark is a seasoned trader and educator with a passion for helping everyday people build financial clarity through the markets. He specializes in advanced options strategies and risk management, and is the lead instructor behind NEOS’ most impactful trading systems. Known for his calm approach and clear teaching style, Mark equips traders to move from confusion to confidence — and ultimately, to profit.

NEOS | President, Lead Instructor

Kate

Wilburn


Kate co-founded NEOS with her husband, Mark, to help families build more than financial success — to build lasting legacy. As CEO, she leads business strategy and teaches on family systems, generational healing, and cultural restoration. Her work equips families to align their finances, values, and identity across generations. She also lives what she teaches — homeschooling their four sons and stewarding the culture of their own home with intention and purpose.

NEOS | CEO, Program Creator

Ron Caruthers


Ron Caruthers is a nationally recognized expert in tax strategy and financial structure, helping families legally reduce taxes and build lasting wealth. With 30+ years of experience, he’s been featured in USA Today, The Wall Street Journal, and on major networks like Fox and NBC.

Ron lives in Carlsbad, CA with his wife, Sylvia, their dog Scarlett, and a flock of backyard chickens.

Caruthers Tax & Financial Solutions | Founder, Tax Strategist

Ramez Youssef


Ramez is a trader, strategist, and systems builder who designed the exclusive Trade Mirror Spreadsheet used by NEOS students to journal and refine their trades. With a background in structure, mindset, and planning, Ramez specializes in helping traders turn data into discipline. At the conference, he’ll guide attendees in using the tool to create a plan they can actually follow.

NEOS | Training Instructor

Ticket Pricing Options

September 25-28, 2025 | Live, In-Person Event

Lido Beach Resort, Sarasota, FL

Single Ticket

For individual traders ready to master their plan

$3349

Here's What You Get

  • 3 exclusive trading strategies taught live by Mark

  • Hands-on spreadsheet training with Ramez Youssef

  • Wealth-building & tax strategy session with Ron Caruthers

  • Breakout workshops: tax planning + prop firm trading

  • Download of the NEOS-exclusive Trade Mirror spreadsheet

  • 2 catered lunches + 1 dinner

  • NEOS swag package

  • Networking access to traders, mentors, and legacy-minded peers

Over $25,000 in lifetime value

Couples Ticket

For couples building strategy and legacy together

$4849

Greatest Value

Here's What You Get

  • All Single Ticket benefits, for two

  • 2 full meal packages (2 lunches, 1 dinner per person)

  • 2 NEOS swag packages

  • Share the learning, support, and strategy together

  • Save $1,849 compared to buying two separate tickets

  • Perfect for spouses ready to align trading with purpose

Over $30,000 in lifetime value

💡 Seats are limited, and room block discounts expire 30 days before the event. Reserve your ticket today and start planning the legacy you’re called to build.

FAQ's

1. When and where is the Trade the Plan Conference?

Trade the Plan 2025 will be held September 25–28, 2025, at the Lido Beach Resort in Sarasota, Florida. You’ll enjoy oceanfront views, on-site lodging, and an environment designed to inspire focus and connection.

2. How much is a ticket? Why?

A Single Ticket is $3,349 and includes access to all sessions, catered meals, the proprietary Trade Mirror spreadsheet, and exclusive advanced strategies taught live by our instructors. A Couples Ticket is $4,849 and includes everything from the Single Ticket — for two attendees. It covers two full sets of meals and swag, shared access to all sessions and materials, and a savings of $1,849 compared to purchasing two individual tickets. We’ve intentionally priced this conference to reflect the real value of what’s being delivered — over $5,000–$6,000+ in trading strategies, planning tools, expert training, and purposeful community, all in a beachfront resort setting.

3. How will we get the Trade Mirror spreadsheet tool?

You’ll receive a private link to download the Trade Mirror Spreadsheet during the event. It’s yours to keep and use as part of your long-term trading growth.

4. Is food provided?

Yes! Your ticket includes 2 catered lunches and 1 catered dinner during the conference. Coffee, water, and light refreshments will also be available throughout the sessions. If you have any dietary restrictions, please email us at [email protected] and we will accommodate as best we can.

5. Where are the nearest airports?

The two closest airports are: Sarasota-Bradenton International Airport (SRQ) – about 20 minutes away Tampa International Airport (TPA) – about 1 hour away

6. Are there nearby restaurants or other hotels?

The conference is hosted at Lido Beach Resort, which has several onsite dining options. You’ll also find a wide variety of restaurants, cafes, and shops just minutes away in St. Armands Circle and Downtown Sarasota. If you prefer to stay offsite, there are other hotels nearby, but we highly recommend staying at the resort for the full experience.

7. Which trading strategies will be taught?

Mark will be teaching 3 advanced trading strategies, including: Covered Calls, Butterfly Spreads, Delta Mining, Theta-Positive Trades. These strategies are exclusive to live events and not available online.

8. Can I bring my spouse?

Yes! If your spouse wants to attend the sessions and learn alongside you, we offer a couples ticket option. If they’re just coming to enjoy the beach and won’t be attending sessions, no extra ticket is needed. However, if they’d like to join you for the catered meals, we do ask that you cover the additional meal cost. Please email us at [email protected] if this is the case so we can adjust the catering numbers.

9. Can I bring my children?

Due to the intense and focused nature of the training, children are not allowed in the conference sessions or spaces.

10. What will I need to bring with me to the conference?

We recommend bringing: A laptop, with your trading chart settings already set up and ready to go, Note-taking materials (digital or physical), An open mind and a plan for growth!

11. What is the cancellation policy?

Cancellation & Transfer Policy: We understand that life happens. While your ticket secures your seat at an exclusive live event with limited capacity, we’ve created a fair and respectful cancellation policy to protect both your investment and our ability to plan with excellence.

Cancellations:

Cancellations made 30 days or more before the event will receive a full refund, minus a 5% processing fee.

Cancellations made 15–29 days before the event are eligible for a 50% refund.

Cancellations made within 14 days of the event are non-refundable, due to advance commitments to our venue and vendors.

Transfers: Can’t make it? You may transfer your ticket to another person at no cost up to 48 hours before the event. To initiate a transfer, email us at [email protected].

If NEOS cancels the event: In the unlikely event that Trade the Plan 2025 is canceled by NEOS, you will receive a full refund or may choose to apply your ticket to a future NEOS event or course.

We’re committed to providing a meaningful and high-value experience. Thank you for understanding and planning ahead!

Details

Event Location

Lido Beach Resort

700 Benjamin Franklin Dr

Sarasota, FL 34236

(941) 388-2161

Contact

When

September 25-28, 2025

Note: Unfortunately, this type of event is not suitable for small children. There will be no form of childcare. Due to the intensity of the content being taught, as a courtesy to others, we ask that small children not attend. We are sorry for any inconvenience.

700 Benjamin Franklin Dr, Sarasota, FL 34236, USA

Nightly Accommodations


Trade the Plan 2025 will take place at the

Lido Beach Resort in Sarasota, FL — giving you the convenience of staying right where all the learning, networking, and relaxation happens. NEOS has reserved a block of rooms at a special discounted rate exclusively for our attendees.


Click below to book your stay through our room block.

Rooms must be booked at least 30 days prior to the event to receive the discounted rate.

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Copyright 2025 NEOS Capital Development Group. All rights reserved. Privacy Policy | Terms & Conditions


The information contained on this website is solely for educational purposes, and does not constitute investment advice . The risk of trading in securities markets can be substantial. You must review and agree to our Disclaimers and Terms and Conditions before using this site. U.S. Government Required Disclaimer - Commodity Futures Trading Commission. Futures and options trading has large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the futures and options markets. Don't trade with money you can't afford to lose. This website is neither a solicitation nor an offer to Buy/Sell futures or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed on this website. The past performance of any trading system or methodology is not necessarily indicative of future results.

CFTC RULE 4.41

- HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY, SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.