Join us for a different type of event this year!  Need a retreat?  Want to connect with your team or other advisors?  Eager to learn and grow?

Bring your team and join C2P for a three-day getaway full of learning and fun!  Attend sessions to learn the latest planning strategies; work with your team (if applicable) collaboratively in a guided future planning and goal setting session; enhance your tax planning business; and have open time to connect and recharge.  This is the perfect opportunity to combine work and play and take in the beautiful locale, planned excursions, and luxurious amenities at the JW Marriott Orlando Bonnet Creek Resort & Spa.*



  • Choose to stay on property or participate in our planned excursions
  • Get a taste of the International Festival of the Holidays at EPCOT theme park
  • Golf at top-rated Walt Disney World Golf’s Courses
  • Trip to Walt Disney World® for Mickey’s Very Merry Christmas Party — experience the park at night, see parades of characters, firework shows, enjoy free cookies, hot chocolate, and more!
  • Clear kayaking and paddle board guided tour of Lake Ivanhoe
  • Network and enjoy the company of other C2P advisors


  • Learn innovations and The Bucket Plan® planning ideas from our top advisors while satisfying the BPC maintenance requirement for 2024
  • Collaborate with your team (if applicable) during our facilitated goal-setting workshop to set your company’s vision and structure goals to satisfy it
  • Grow with The Tax Trilogy® training and learn how to enhance, differentiate, and grow your firm with a comprehensive tax planning, preparation, operations, and management process


  • Onsite miniature golf for all ages
  • Rejuvenating in-resort spa services and onsite fitness center
  • Stunning outdoor pool with luxe cabanas and daybeds
  • Delicious meals and rooftop restaurant and bar
  • Hidden Kids Garden Club and onsite activities for kids


The JW Marriott Orlando Bonnet Creek Resort & Spa is a family-friendly resort within the gates of Walt Disney World® and offers warm, inviting social spaces and amenities.

Relax, recharge, and grow your business capabilities with C2P — reserve your spot today!

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.

Please email if you have a code to register 


Please contact Dina Giavroutas at with questions.

For additional tickets please contact

*Room rate: $239/night (normally $500)

Note: meals and excursions are optional and may incur additional costs