September 21 - 24, 2023, in Oregon Wine County - Scaling Your Business and Building Your Team

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 to 7 advisors. Early registration is encouraged!

Included in the cost of the retreat:

• Accommodations for 4 days and 3 nights

• All-Inclusive meals/drinks provided by a private chef

• Supplies & Workbook for scheduled activities

• Videos and photos for your unique marketing material.

The cost is $2,800 per person. 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.