Your Event | Your Agenda

At Visionaries, exclusivity isn’t just about who’s in the room—it’s about ensuring that every conversation, session, and experience is highly relevant and impactful. That’s why, before the retreat, we’ll meet one-on-one with each attendee to understand their goals, challenges, and areas of interest as they pertain to the overarching topical themes of tax, estate, retirement, investments, philanthropy, and delivering effective advice to clients from all walks of life and across multiple generations. This personalized approach ensures that the agenda is precisely tailored to what matters most to each participant—while also aligning with the collective interests of the group. The result? A curated experience that delivers unparalleled value, bringing together the right discussions, the right people, and the right insights. This isn’t a one-size-fits-all conference. It’s a retreat built around you.

While YOU will get to decide what areas are focused on at this event, here are some examples of topics that may be featured:

ADVICE ENGAGEMENT AND DEEPENING CLIENT RELATIONSHIPS | CONSTRUCTING DYNAMIC AND ADAPTABLE INVESTMENT PORTFOLIOS | ADVANCED TAX AND EDUCATION PLANNING FOR MULTIGENERATIONAL CLIENTS | VISUALIZING RETIREMENT INCOME PLANNING | INNOVATIVE ESTATE PLANNING STRATEGIES THAT COMPEL CLIENTS TO TAKE ACTION | CHARITABLE AND PHILANTHROPIC PLANNING WITH PURPOSE

Date | Location | Pricing

A retreat is only as powerful as its setting—and Visionaries takes place in one of the most breathtaking, inspiring locations imaginable: Jackson Hole, Wyoming. This 1.5 day event (05/17/2026 - 05/19/2026) takes place in a luxurious yet intimate setting, which provides the perfect backdrop for deep learning, meaningful conversations, lasting connections, and the opportunity to participate in unique small group activities—only possible in this extraordinary location.

This is more than a conference. It’s both a journey and a destination for those with the vision to see and redefine what’s possible in the financial services industry.

What is Included in the Cost of Registration?

In order to deliver the experience you would expect from an all-inclusive retreat, we are able to include the cost of a 2-night hotel stay (Sunday - Tuesday) at a luxury mountain resort in the registration fee for the first 15 (out of 25) attendees.

In a world where complexity clouds financial decision-making, only a select few have the vision to see beyond the present and shape the future of wealth management.

Who is Able to Attend and Participate?

If you possess one of the following professional designations/degrees, hold a relevant title/role at your current firm, and have been in the financial services industry for 7+ years, then this is THE event for you.

You’ll gain new perspectives, build powerful relationships, and discover transformative strategies that will enhance the way you guide clients and lead your firm.

Leave Your Mark

One unique benefit of this retreat is the opportunity to co-author an exclusive Insights Report alongside 25 of the industry's top financial minds. This publication will not only capture the most advanced strategies and discussions from the retreat but will also position you alongside the industry's top thought leaders, giving you a platform to showcase your expertise and expand your influence.

Are We Stuck Inside All Day?

Not a chance. On the second day of the program, attendees will break into smaller groups to enjoy fun interactive excursions. One of the hardest decisions you'll have to make will be choosing between playing 18 holes on a Robert Trent Jones designed golf course, exploring Grand Teton National Park, or embarking on a private guided hike through the mountains surrounding the Jackson Hole valley.

Registration is Open, What Are You Waiting For?