Retreat is an annual gathering where thought leaders in the profession of financial planning come together for advanced education and for the opportunity to network with and learn from each other. A perennial favorite among some of the most engaged and engaging members of the profession, Retreat is a different kind of conference - one aimed at moving the profession and practice of financial planning forward.
Program Details:
(Click here to see the Retreat Conference Schedule)
Retreat features unique activities and opportunities, designed to encourage dialogue and networking amongst our elite group of attendees.
Activities include:
- Extensive networking at all reception functions, including breakfast, cocktail hour and dinner
- Afterglow: a post-dinner gathering with cocktails and attendees on hotel terrace
- Under the Trees: bring your favorite topics in financial planning and enjoy insightful discussion in a relaxing setting under the trees
- Goofy Golf: unwind in a casual and fun setting in a wild game of mini golf, which is sure to bring a few laughs
- Closing Night Bash: end the conference on a high note and bring your dancing shoes to mingle with conference attendees
- Education Sessions: attend the Education Sessions to hear knowledgeable speakers, interact and ask questions in an open-ended session for learning
- Conversation Rooms: need a place to meet? Want to keep the conversation going after Education or Under the Trees sessions? Join the Conversation Rooms to network, meet and converse with attendees
Conference Theme:
Trust, from the Inside Out
We identified three avenues, or "tracks" by which to explore these notions of trust:
1. a Technical track- where we will explore trust related to our own ethics and competence
2. an Experiential track- where we will experience what trust (as well as distrust, mistrust, and betrayals of trust) feels like
3. a Future Think track- where we will speculate as to the structures of trust that may exist in the future and how to cope with the breakdowns of trust brought about by today's rapidly changing marketplace
