Request Received

Thank You — Your Invitation Request Has Been Submitted

We've received your request to join the Private Executive Roundtable Series. Every request is reviewed individually to preserve the quality and intimacy of the discussion — a member of our team will be in touch shortly regarding your approval and event details.

What Happens Next

Your Next Steps

1

We Review Your Request

Our team evaluates each request individually to ensure the right mix of leaders in the room. Attendance is intentionally limited.

2

We Reach Out

If approved, you'll receive a personal follow-up with confirmation, venue details, and everything you need to know before the event.

3

You Join the Conversation

Arrive ready to exchange ideas with fellow owners, CEOs, and CFOs exploring a different approach to healthcare strategy.

Mark Your Calendar

Two Opportunities to Join

Should your request be approved, here are the two upcoming roundtable dates.

Executive Breakfast Roundtable

July 30, 2026

The Pacific Club · Newport Beach, CA

  • N
    Limited Seating
  • N
    Breakfast Included

Executive Leadership Lunch

August 6, 2026

Newport Beach Country Club · Newport Beach, CA

  • N
    Limited Seating
  • N
    Lunch Included

Have Questions?

Speak Directly With TJ

Timothy Johnson, Founder & CEO of Core Benefits Insurance Services, personally hosts these roundtables. If you'd like to discuss the series, your organization's fit, or anything else before the event, he'd welcome the conversation.