11:00AM - 2:00PM

Registration | Location: Ibis Foyer

12:00PM - 1:45PM

Welcome Lunch | Location: The Unreserved Food Bazaar

2:00PM - 5:00PM

"Pathway to Prosperity" - Goal Setting Session | Location: Ibis
Audience: All offices, owners, visionaries, integrators, team members

In this collaborative workshop, Gina Pellegrini, of Pellegrini Team Consulting, and Matt Seitz, Chief Marketing Officer at C2P, encourage you to think about the next three years and what you hope to accomplish personally and professionally by then. Working alongside you and your team, they’ll help you set realistic and measurable goals for the next one to three years at your firm and identify what needs to happen before then to achieve them. 

Hear more about this session directly from Gina and Matt - watch now!

Please bring any financial, production, or marketing numbers you have from 2023 and even a few years past, to ensure the goals you’re striving for are accurate and attainable.

5:15PM

Meet to Eat Dinner Count Off | Location: Ibis

Please plan to take part in this exciting opportunity to connect with your peers.

6:30PM

Meet to Eat Dinner

9:00PM

Night Cap | Location: Sear + Sea Lobby Bar 

7:00AM - 8:00AM

Yoga | Location: Heron

We are excited to offer morning yoga exclusively for Retreat attendees! Tuesday's session will feature Hatha Yoga, one of the most common yoga styles, and is ideal for both beginner and advanced-level participants. Yoga mats, towels, and water will be provided. 

Capacity: 20 attendees

9:00AM - 12:00PM

Bucket Plan Programming | Location: Ibis
Audience: Financial advisors/future financial advisors

Join this session to learn more about innovations and updates to the Bucket Plan 1.0 and 2.0 processes, hear from a panel discussing closing at various points throughout the process, and look at the product and portfolios solutions and positioning. And, if you haven't yet fulfilled it, attending this session meets your annual requirement for Bucket Plan Certified ® designation!

12:00PM - 1:30PM

Meet to Eat Lunch

Enjoy an optional excursion or leisure time after the Bucket Plan Programming 

12:30PM

Optional Excursion: Disney Magnolia Golf Course

Pick up time at the JW Marriott Bonnet Creek Resort and Spa will be at 12:30pm at the back of the hotel at the designated group transportation area.

Cost: $150 plus rental equipment 

2:30PM - 9:00PM

Optional Excursion: EPCOT Theme Park

Pick up time at the JW Marriott Bonnet Creek Resort and Spa will be at 2:30pm at the back of the hotel at the designated group transportation area.

Cost: Ages 3+ ticket is $140  

3:30PM - 11:59PM

Optional Excursion: Mickey's Merry Christmas Party at Walt Disney World

Pick up time at the JW Marriott Bonnet Creek Resort and Spa will be at 3:30pm at the back of the hotel at the designated group transportation area.

Cost: Ages 10+ ticket is $210 and ages 3-9 ticket is $205

9:30PM

Night Cap | Location: Sear + Sea Lobby Bar 

7:00AM - 8:00AM

Yoga | Location: Heron

We are excited to offer morning yoga exclusively for Retreat attendees! Wednesday's session will feature Yin Yoga. This slower paced class focuses on longer held poses, thus bringing a stretch into deeper connective tissue. Yoga mats, towels, and water will be provided. 

Capacity: 20 attendees

9:00AM - 12:00PM

Tax Programming | Location: Ibis
Audience: Financial advisors involved in tax planning and management strategies

Close out the Orlando Retreat by attending this session to hear a general tax policy update, learn from a tax trilogy panel, and see the unveiling of the new consumer facing seminar regarding taxes.

12:00PM - 1:30PM

Meet To Eat Lunch

Enjoy an optional excursion or leisure time after the Tax Programming 

1:30PM

Optional Excursion: Disney Palm Golf Course

Cost: $190 plus rental equipment

1:20PM - 4:30PM

Optional Excursion: Kayaking Guided Tour

Pick up time at the JW Marriott Bonnet Creek Resort and Spa will be at 1:20pm at the back of the hotel at the designated group transportation area.

Cost: $70