AGENDA
Hear more about what you can expect at the Orlando Retreat directly from Jason L Smith, Founder | CEO - watch now!
MONDAY, DECEMBER 4, 2023
TIME |
EVENT |
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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 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 |
Learn more about the "Pathway to Prosperity" Goal Setting session:
TUESDAY, DECEMBER 5, 2023
TIME |
EVENT |
---|---|
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 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 |
WEDNESDAY, DECEMBER 6
TIME |
EVENT |
---|---|
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 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 |
*MEET TO EAT: What is a Meet to Eat? We're glad you asked!
Whether you traveled solo or just want to connect with more of your peers while in Orlando – we have you covered with our “Meet to Eat” dinner and lunches as well as Night Caps. We'll coordinate these groups daily while at the Retreat to help you connect with your fellow attendees.
No pre-registration required. We will provide restaurant recommendations but do note that all reservation, transportation and meal costs incurred at any Meet to Eat events are the responsibility of the attendee.