EVENTS
EVENTS
EVENTS
EVENTS EVENTS EVENTS
Upcoming Events
Join us for an unforgettable experience to connect, learn, and grow together.
Great things await you right outside your comfort zone.
Free Book Signing
Join us for a special evening at the Newport Performing Arts Center on May 15th at 6:00 p.m. for a discussion with author Julia M. Carlson in honor of her newest book Money Loves You.
Stay after the talk for a celebratory champagne toast, light refreshments, and book signing.
This is a complimentary event, open to all, and tickets are not required.
Exclusive Retreat for Financial Advisors
Get out of the weeds of your business, re-align your vision, and come back feeling rejuvenated and ready to take on the world!
Retreat Details
The retreats are workshop-style, which means we will be working on your business and doing the work together (not giving you a big to-do list of things to do when you get home!).
Through collective wisdom, we will identify and overcome habits that hold you and your business back from greatness. We will have fun connecting and building relationships with high-performing, like-minded advisors.
You will walk away with a renewed vision for your business & a rejuvenated spirit to take inspired action to make your goals a reality.
The retreats are hosted by Julia Carlson. She is the CEO/Founder of Financial Freedom Wealth Mgmt Group. Julia went independent in 2009 as a solo advisor and has grown to a team of 20.
She is passionate about helping other advisors scale their business without sacrificing personal freedom.
Space is limited. Early registration is encouraged!
The cost is $2,000 per person. Included in the cost of the retreat:
Accommodations for 4 days and 3 nights
Breakfast and Lunch provided by a private chef
Supplies & Workbook for scheduled activities
Videos and photos for your unique marketing material.
After your application is approved, you will receive information via email on how to submit your 10% deposit. Fifty percent (50%) of the remaining balance will be due 90 days before the event and the remainder due 45 days before the retreat.
