Want to elevate your skills, strengthen bonds with your team, forge new connections with
your peers, and enjoy some well-deserved downtime?
Sail away C2P-style to Clearwater Beach, FL for a three-day sun-soaked retreat promoting growth, connection, and relaxation!
It’s the perfect combination of work, play, and an incredible stay, set against a stunning beachfront backdrop.
This unique (and fun!) format allows you to attend sessions to hear tax updates and strategies; learn the latest Bucket Plan planning tactics; collaborate with your team (if applicable) in guided future planning and goal-setting sessions; and provide advanced learning opportunities for your team. It’s not all work and no play — you can also enjoy open time to indulge in the luxurious amenities of the
JW Marriott Clearwater Beach and an array of fun excursions.
COUNTDOWN TO THE MASTERMIND TEAM RETREAT
WORK
Whether you're flying solo or bringing your A-team, we've crafted an experience that caters to all.
Day One - Goal Setting: Participate in facilitated goal setting to plan and prepare for the next year, on your own or with your team.
Days Two and Three - Specialized Tracks:
Advisors & paraplanners will glean insights from leading advisors on:
- Real-life case studies on insurance products
- Investment strategies for "soon and later" buckets
- Life insurance information related to Bucket Planning
- Timely tax legislation updates
Teams in attendance will:
- Learn about C2P resources and FAQs
- Collaborate with peers and learn industry best practices
- Enhance skills in marketing, operations, and business management
* Note: Attending the entirety of both days two and three of the advisor track programming are required to satisfy the BPC maintenance requirement.
PLAY
With plenty of time to work and play, we’ve lined up some incredible optional excursions to enjoy on or off the beach:
- Sail into the sunset on a breathtaking cruise
- Get your adrenaline pumping with parasailing
- Zoom around on Fun Ride rentals
- Tee off at a world-class golf course
- Relax at the resort's luxurious spa, pool, or beachfront
STAY
Experience luxury and comfort at the stunning JW Marriott Clearwater Beach resort, newly built in 2023:
- Onsite spa voted Best Day Spa by Tampa Magazine, and convenient fitness center
- Local flavors abound at two indoor upscale restaurants, a café, and an outdoor bar and grille
- Exclusive beach access
- Relaxing rooftop pool commons
- Bike rentals, complimentary for the first four hours
Sun, sand, and strategies for success await
Registration Deadline: Friday, November 8
Tickets are not available for purchase to the general public
Are you not with C2P, but want to make sure you don't miss out on this opportunity with other top advisors?
Click here to speak with our team.
QUESTIONS?
Please contact events@c2penterprises.com with questions.
Note: Certain meals and excursions at the Mastermind Team Retreat are optional and may incur additional costs