11:00AM - 1:00PM

Registration | Location: The Foyer

1:00PM - 5:00PM

Conscious Leadership: A Growth Journey (Optional Workshop) | Location: Grand Ballroom

Personal development and professional growth are central to effective leadership. Regardless of role or title, each team member influences outcomes, models behavior, and contributes to the success of their organization. This optional, team member-focused session offers an opportunity to explore the principles of conscious leadership. Learn to strengthen self-awareness, practice nervous system regulation, and develop the skills to lead both self and others.

5:00PM - 6:00PM

Fireside Finance Stories | Location: Après Pendry Plaza

As the sun sets behind the Wasatch mountains, s’mores making at the Pendry Park City comes to life. Complimentary for guests of Pendry Park City, s'mores kits are offered by the fire pit on the Après Pendry Plaza. Bring s'more of your success stories, learning moments, and client wins from this past year to share at this casual fireside meet-up.

8:30PM - 10:30PM

Welcome Sweet & Greet - Sponsored by Allianz | Location: The Foyer and Outdoor Terrace

The Mastermind Team Retreat 2025 kicks off on a sweet note with the perfect mix of drinks and desserts. 

7:00AM - 7:45AM

Morning Wellness: Location: Salon III

This guided breathwork session invites you to reconnect with the most powerful tool you already carry—your breath. Through intentional techniques, you’ll learn to calm the nervous system, expand lung capacity, and shift stagnant energy. Whether you’re seeking stress relief, deeper focus, or a renewed sense of vitality, this practice offers a profound journey inward—awakening balance in both body and mind.

7:45AM - 8:50AM

Networking Breakfast - Sponsored by Lincoln Financial | Location: Junior Ballroom

Fuel both your morning and your mind. Participate in our breakfast roundtables to engage in insightful discussion, share expertise, and collaborate with peers across the industry.

Tables will be hosted on the following subjects: 

• Investment Strategies 
• Annuity Strategies 
• Bucket Planning 
• C2P Services 
• Marketing 
• Medicare
• Tax
• Business Operations

Prefer a quieter start? You’re welcome to enjoy breakfast at any open table, no networking required.

9:00AM - 12:30PM

 Location: Grand Ballroom

Setting the Stage for Growth – A New Era of Business Development

Join Jason L Smith as he outlines the goals for our time together—collaboration, innovation, and actionable learning. This opening session will set the tone for a deep dive into the evolving landscape of business development for financial advisors. Jason will preview a
series of focused mini-sessions, each designed to explore a powerful growth strategy—from attracting the right prospects to generating quality referrals. With a blend of expert insights and hands-on collaboration, today’s sessions will equip you and your team with practical tools to drive meaningful results in your practice.

Business Development in Action - Tools, Tactics, and Team Collaboration; a Mini-Session Series

Get ready to roll up your sleeves for a high-impact session designed to turn business development ideas into actionable strategies. This series of four dynamic mini-sessions brings together expert insights and real-world examples, followed by interactive group collaboration. You and your team will have the chance to explore new approaches, share perspectives, and walk away with ready-to-implement strategies tailored to your firm.

Topics include:

• Right-Fit Client Calls – Learn how to confidently qualify new prospects and ensure they align with your firm’s ideal client profile.
• Small Group Client Events – Discover how to use personalized, interest-based gatherings to deepen relationships and generate referrals.
• Mastering Centers of Influence (COIs) – Build a powerful network of professionals who consistently refer your ideal clients.
• Referrals – Unpack proven methods for encouraging clients to become your most effective advocates.

This session is all about connection, collaboration, and building momentum for growth.

12:30PM - 1:30PM

Lunch - Sponsored by Wealth.com | Location: Junior Ballroom

Join us for a networking lunch where we'll reflect on the morning’s insights, share takeaways with fellow advisors, and spark meaningful conversations that carry the momentum forward.

1:15PM | 2:45PM

Optional Excursion: Winter Horseback Riding

Group 1: Meet at the front entrance of the hotel lobby at 1:15pm, transportation will depart at 1:30pm. 

Group 2: Meet at the front entrance of the hotel lobby at 2:45pm, transportation will depart at 3:00pm. 

2:00PM

Optional Excursion: Utah Olympic Park

Meet at the front entrance of the hotel lobby at 2:00pm, transportation will depart at 2:15pm. 

2:00PM

Optional Excursion: Tubing

Meet at the front entrance of the hotel lobby at 2:15pm, transportation will depart at 2:30pm. 

2:00PM

Optional Excursion: Snowmobile Guided Tour*

Meet at the front entrance of the hotel lobby at 2:00pm, transportation will depart at 2:15pm. 
 

*This is excursion is dependent on snowfall and cannot be confirmed until 2 weeks prior to the Mastermind Team Retreat. Attendees are welcome to reserve a spot in advance and will be notified if the excursion is approved to proceed
or cancelled due to insufficient snow.

6:00PM

Transportation To Park City Main Street

Departing at 6:00pm we are excited to offer complimentary transportation to Park City Main Street. Experience the charm of Park City’s historic Main Street, where you can explore unique shops, local art galleries, and vibrant dining—all in a lively mountain setting.

Check out our recommended restaurants on Main Street for the finest that Park City has to offer. 

Please note that return transportation is not provided. You may taxi or Uber at your own leisure. 

9:00PM

Night Cap | Location: Après Pendry

Close out an exhilarating day of breakthrough thinking and breathtaking mountain views at this informal Night Cap. The first round is on us as you continue the day’s discussions, or make a new connection!

7:00AM - 7:50AM

Networking Breakfast - Sponsored by Zocks | Location: Junior Ballroom

Fuel both your morning and your mind. Participate in our breakfast roundtables to engage in insightful discussion, share expertise, and collaborate with peers across the industry.

Tables will be hosted on the following subjects: 

• Investment Strategies 
• Annuity Strategies 
• Bucket Planning 
• C2P Services 
• Marketing 
• Medicare
• Tax
• Business Operations

Prefer a quieter start? You’re welcome to enjoy breakfast at any open table, no networking required.

8:00AM - 10:30AM

Location: Grand Ballroom

Elevating Your Value – The Bucket Plan® and the Five Pillars in Action 

Join Dave Alison for an energizing look at what’s new—and what’s next—in holistic financial planning. You’ll get an inside look at the latest updates to The Bucket Plan® process, designed to help your team deliver greater clarity, confidence, and consistency for every client you serve. Then, we’ll bring the concept of holistic wealth management to life with the Five Pillars framework—spanning tax, legal, insurance, investment, and legacy planning. A panel of top-performing advisors will share how they’ve put these pillars into practice, scaled their value, and positioned their firms for long-term success.

This session is packed with practical insight and inspiration to take your planning conversations—and your client relationships—to the next level.

From Insight to Innovation - Harnessing AI in Holistic Wealth Management

AI isn’t the future—it’s already here. In this forward-thinking session, we'll showcase real examples of how AI is being used today to elevate client experiences, streamline processes, and amplify the impact of holistic planning across the Five Pillars.
Then it’s your turn. Join your peers in an engaging collaboration session to explore what’s possible for your firm. From automating routine tasks to enhancing decision-making and delivering more personalized advice, this session will help you uncover practical ways to bring AI into your business—starting now.

*Attendance and participation on Thursday, December 4
is required to satisfy the BPC maintenance requirement.

11:00AM 

 Transportation To Salt Lake City Airport 

Departing from the main lobby at 11:00am complimentary transportation will be provided to the Salt Lake City airport.