Unlock elite trading techniques and wealth-building insights at our beachfront conference in Sarasota, FL.
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.
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.
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
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
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)
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
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.
*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.
*verified customer
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.
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.
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.
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.
Lido Beach Resort, Sarasota, FL
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
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
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.
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.
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.
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.
The two closest airports are: Sarasota-Bradenton International Airport (SRQ) – about 20 minutes away Tampa International Airport (TPA) – about 1 hour away
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.
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.
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.
Due to the intense and focused nature of the training, children are not allowed in the conference sessions or spaces.
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!
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!
Event Location
Lido Beach Resort
700 Benjamin Franklin Dr
Sarasota, FL 34236
(941) 388-2161
Contact
Email: [email protected]
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.
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.
neoscdg.org/home
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.