Creators Agency · 2026

In-Person Ventures
Playbook

Prepared by Henry Burreson · Creators Agency

Explore 8 Revenue Concepts
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Portfolio Overview

Eight Concepts.
One Massive Opportunity.

A diversified in-person revenue playbook spanning bootcamps, retreats, brand tours, and flagship summits — all powered by our creator roster.

Total Annual CA Potential
Across all 8 concepts · full creator roster
$2M+
Venture Concept Annual Gross CA 30% Earnings Frequency Time to $1M
Creator Retreats $1.44M $432K 16 retreats/yr 6-18 mo
Creator Finance Summit $1.26M $378K 1 annual event 18-24 mo
Masterclass Tour $1.112M $334K 10 cities/yr 12-18 mo
Money Bootcamp $1.05M $315K 10 events/yr 18-24 mo
Brand Roadshow $990K $297K 6 roadshows/yr 6-12 mo
Founder Workshops $864K $259K 12 workshops/yr 18-24 mo
Pop-Up Money Clinics $800K $240K 20 events/yr 24-36 mo
Investment Club $750K $225K Monthly recurring 24-36 mo
TOTAL PORTFOLIO $8.27M $2.48M All 8 concepts running concurrently
Concept 01
Brand
Roadshow
Creator-hosted multi-city brand activation tour

CA packages a premium creator-brand tour — one creator, five cities, fully funded by the sponsor. Zero ticket risk; revenue comes entirely from the package margin, making this the lowest-lift, cleanest-margin concept in the playbook.

Annual Gross Revenue
$990K
All creators · All events · Full year
CA Revenue (30%)
$297K
Creators Agency annual earnings
Scale
6
Roadshows / yr
Brand funds all costs
Featured Creators
Graham Stephan Graham Stephan View Media Kit → Erika Kullberg Erika Kullberg View Media Kit → Codie Sanchez Codie Sanchez View Media Kit →
Concept 02
Money
Clinics
Free community events · Brand-funded · Creator-hosted financial education

Creator-powered 2-hour financial literacy sessions hosted inside bank and fintech partner locations. The brand funds everything — CA brokers the placement, earns on each event, and scales via a committed national partner agreement.

Annual Gross Revenue
$800K
All creators · All events · Full year
CA Revenue (30%)
$240K
Creators Agency annual earnings
Scale
20
Events / yr
Requires 1 national bank partner
Featured Creators
Erika Kullberg Erika Kullberg View Media Kit → Graham Stephan Graham Stephan View Media Kit → Avg. Joe Investor Avg. Joe Investor View Media Kit →
Concept 03
Investment
Club
Exclusive paid membership community · Quarterly IRL meetups

Creator-branded monthly investment club chapters in 10+ US cities. Members pay a recurring monthly fee for access to meetups, content, and community — the only model in this playbook that generates compounding recurring revenue.

Annual Gross Revenue
$750K
All creators · All events · Full year
CA Revenue (30%)
$225K
Creators Agency annual earnings
Scale
10
Cities · monthly
Only recurring revenue model
Featured Creators
Avg. Joe Investor Avg. Joe Investor View Media Kit → Graham Stephan Graham Stephan View Media Kit → Erika Kullberg Erika Kullberg View Media Kit →
Concept 04
Luxury
Retreats
Ultra-premium 3–5 day financial & business retreats

Intimate 3-day experiences for 40 superfans willing to pay $2,000+ for exclusive creator access. Small group size keeps logistics simple; premium pricing and brand sponsorship create the highest per-event margin of any concept here.

Annual Gross Revenue
$1.44M
All creators · All events · Full year
CA Revenue (30%)
$432K
Creators Agency annual earnings
Scale
16
Retreats / yr
4 creators × 4 retreats each
Featured Creators
Codie Sanchez Codie Sanchez View Media Kit → The Iced Coffee Hour The Iced Coffee Hour View Media Kit → Omar Elattar Omar Elattar View Media Kit →
Concept 05
Founder
Workshops
Small-group intensive workshops · Premium ticket · High-touch

Full-day workshops on starting, scaling, and legally structuring a business — taught by creators who've done it. Target audience is aspiring entrepreneurs willing to pay $400–600 for tactical, actionable education from a trusted voice.

Annual Gross Revenue
$864K
All creators · All events · Full year
CA Revenue (30%)
$259K
Creators Agency annual earnings
Scale
12
Workshops / yr
4 creators × 3 workshops each
Featured Creators
Codie Sanchez Codie Sanchez View Media Kit → Erika Kullberg Erika Kullberg View Media Kit → Upflip ⚠️ Upflip ⚠️ Inv. Dec 2026
Concept 06
Bootcamp &
Workshop
Creator-led 1-day financial bootcamps · Ticket-based

A 2-day financial intensive for 200+ attendees led by a single creator, combining deep education with brand activation. Premium ticket pricing plus one brand sponsor per event creates a double-dip revenue model with strong repeat potential.

Annual Gross Revenue
$1.05M
All creators · All events · Full year
CA Revenue (30%)
$315K
Creators Agency annual earnings
Scale
10
Events / yr
5 creators × 2 events each
Featured Creators
Graham Stephan Graham Stephan View Media Kit → Erika Kullberg Erika Kullberg View Media Kit → Codie Sanchez Codie Sanchez View Media Kit →
Concept 07
Masterclass
Tour
Multi-city premium speaking & masterclass series

One high-reach creator tours 10 major US cities with a live 2–3 hour masterclass, backed by a single title brand sponsor. A predictable, repeatable city-by-city formula that scales efficiently with proven demand in each market.

Annual Gross Revenue
$1.112M
All creators · All events · Full year
CA Revenue (30%)
$334K
Creators Agency annual earnings
Scale
10
Cities / yr
1 creator · national tour + title sponsor
Featured Creators
Graham Stephan Graham Stephan View Media Kit → Erika Kullberg Erika Kullberg View Media Kit →
Concept 08
The
Summit
Annual flagship creator-curated financial summit · The crown jewel

CA's flagship annual owned event — 2 days, 8+ creators on stage, 1,000 attendees, and 6 brand sponsors. The highest-lift concept in the playbook, but the one that builds CA's brand in the live space and compounds value year over year.

Annual Gross Revenue
$1.26M
All creators · All events · Full year
CA Revenue (30%)
$378K
Creators Agency annual earnings
Scale
1
Annual event
CA-owned flagship · 6+ creators
All-Star Creator Lineup
Graham Stephan Graham Stephan View Media Kit → Erika Kullberg Erika Kullberg View Media Kit → Codie Sanchez Codie Sanchez View Media Kit → The Iced Coffee Hour The Iced Coffee Hour View Media Kit → Upflip ⚠️ Upflip ⚠️ Inv. Dec 2026 Omar Elattar Omar Elattar View Media Kit →