Visionaries Advanced Planning Retreat

Visionaries is an exclusive advanced planning retreat for 25 of the most forward-thinking professionals in financial services who are focused on deep learning and making deeper connections. The agenda for the event covers the overarching topical themes that are most relevant and important for Directors of Financial Planning, Heads of Wealth Management, and Senior Wealth Advisors, but the specific topics that will be covered in each session will be based on direct feedback from each attendee ahead of time - creating a one-of-a-kind learning experience that is truly tailored to what matters most to each participant. At Visionaries, exclusivity isn’t just about who’s in the room—it’s about ensuring that every conversation, session, and experience is highly relevant and impactful.