AGENDA
MONDAY, DECEMBER 2, 2024
TIME |
EVENT |
|---|---|
11:00AM - 2:00PM |
Registration | Location: 8th Level Pre-Function |
12:00PM - 1:45PM |
Welcome Lunch | Location: Pallavi Ballroom (8th Level) |
2:00PM - 5:00PM |
Goal Setting Session | Location: Kiran Grand Ballroom AB (8th Level) Gina Pellegrini of Pellegrini Team Consulting and Matt Seitz, Chief Marketing Officer at C2P, will lead an engaging and interactive workshop designed to empower you and your team in setting and achieving your 2025 business goals. This collaborative session will guide you through a structured process to define your objectives for the upcoming year and break them down into actionable quarterly plans. To ensure that your goals are accurate and attainable, please bring any relevant financial, production, or marketing data from 2024. |
5:00PM - 6:00PM |
Happy Hour | Location: JW Marriott Lawn & Beach Enjoy the Gulf sunset, powdery sand and crystal-clear water on the JW Marriott Lawn & Beach where light appetizers and refreshments will be served. |
9:00PM |
Night Cap | Location: The Deep End Join Retreat attendees to close out a successful day one at the Mastermind Team Retreat with this relaxed and casual night cap. *All Night Cap food and beverage is attendee pay-on-own. |
TUESDAY, DECEMBER 3, 2024
TIME |
EVENT |
|---|---|
7:00AM - 8:00AM |
Morning Wellness: Two rejuvenating options for you to select from. Stretching classes are designed to improve flexibility, range of motion, and overall muscle and joint health. These classes typically involve a series of controlled and deliberate stretching exercises that help participants release tension, prevent injuries, and promote relaxation. Mats, towels, and water will be provided. |
7:45AM - 8:45AM |
Networking Breakfast | Location: Pallavi Ballroom Join our breakfast roundtables to ask your questions, share your experiences, and network with fellow attendees. These tables, lead by C2P staff, include the following topics: Investment Strategies, Annuity Strategies, C2P Services, Marketing, Medicare, Tax, Business Operations, and Hiring & Team Cohesion |
9:00AM - 12:00PM |
Advisor Track Programming | Location: Kiran Grand Ballroom AB Dave Alison, President & Founding Partner at C2P, will impart everything you need to know regarding updates and innovations to The Bucket Plan®. Leading advisors will share real-life case studies using different strategies to satisfy clients’ needs, including annuity and investment options to fill the Soon and Later Buckets and life insurance positioning tactics. Additionally, the C2P team will discuss several options for annuity replacements, which can help your clients secure their financial futures.
|
9:00AM - 12:00PM |
Team Track Programming | Location: Kiran Grand Ballroom C Join your peers to learn and grow within your operational, business, management, tax, or marketing role. Education, facilitated collaboration, and networking with C2P team members and others in similar positions will help you gain education, insight, and best practices to enhance your knowledge now and create relationships to help you in the future. |
12:25PM |
Optional Excursion: Pickleball Meet at the front entrance of the hotel lobby at 12:25pm to depart at 12:30pm to the Long Center. Catered lunch will be provided at the facility. Pickleball equipment including paddles and balls will be provided. |
3:10PM |
Optional Excursion: Chute 'Em Up Parasail Meet at the front entrance of the hotel lobby at 3:10pm, transportation will depart at 3:15pm. |
3:30PM |
Optional Excursion: Kai Lani Catamaran Meet at the front entrance of the hotel lobby at 3:30pm, transportation will depart at 3:35pm. The catamaran will depart the Clearwater Beach Municipal Marina at 4:00pm. |
3:45PM |
Optional Excursion: Fun Ride Rentals Meet at the front entrance of the hotel lobby at 3:45pm to depart at 3:50pm for a short 3-minute group walk over to Fun Ride Rentals located in the Hyatt Regency hotel garage. Please bring a valid driver's license to fill out the authorization and consent form. |
9:00PM |
Night Cap | The Deep End Join Retreat attendees to close out a successful day two at the Mastermind Team Retreat with this relaxed and casual night cap. *All Night Cap food and beverage is attendee pay-on-own. |
WEDNESDAY, DECEMBER 4, 2024
TIME |
EVENT |
|---|---|
7:00AM - 8:00AM |
Morning Wellness Slow Flow Yoga Class | Location: Oceano Join this session for a deep, mindful sequences of poses that help to focus and calm you. You'll this session feeling rejuvenated and recharged. Mats, towels, and water will be provided. |
7:45AM - 8:45AM |
Networking Breakfast | Location: Pallavi Ballroom Join our breakfast roundtables to ask your questions, share your experiences, and network with fellow attendees. These tables, lead by C2P staff, include the following topics: Investment Strategies, Annuity Strategies, C2P Services, Marketing, Medicare, Tax, Business Operations, and Hiring & Team Cohesion |
9:00AM - 12:00PM |
Advisor Track Programming | Location: Kiran Grand Ballroom AB More of your esteemed peers will present unique HNW cases, and Dave Alison will return to the stage to provide timely tax policy and legislation updates.
|
9:00AM - 12:00PM |
Team Track Programming | Location: Kiran Grand Ballroom C Join your peers to learn and grow within your operational, business, management, tax, or marketing role. Education, facilitated collaboration, and networking with C2P team members and others in similar positions will help you gain education, insight, and best practices to enhance your knowledge now and create relationships to help you in the future. |
12:25PM |
Optional Excursion: Cove Cay Golf Club Meet at the front entrance of the hotel lobby at 12:25pm, transportation will depart at 12:30pm. |
Learn more as Jennifer Mackert, Chief Operating Officer | Partner at C2P, walks through what to expect from this amazing trip.
*Agenda subject to change
*Certain meals and excursions at the Mastermind Team Retreat are optional and may incur additional costs