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Join Us in Napa
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Join us in Napa
Wine tasting
Limited space available
Spa services
Reserve your spot
Unforgettable experiences
If you're interested
[FAQ]
Questions Answered
Find answers to commonly asked questions about our event.
How do I secure my spot?
Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.
What's covered, and what am I responsible for?
Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.
When should I plan to arrive and depart?
Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.
Who else will be there?
You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.
What should I wear?
Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.
[FAQ]
Questions Answered
Find answers to commonly asked questions about our event.
How do I secure my spot?
Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.
What's covered, and what am I responsible for?
Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.
When should I plan to arrive and depart?
Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.
Who else will be there?
You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.
What should I wear?
Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.
[FAQ]
Questions Answered
Find answers to commonly asked questions about our event.
How do I secure my spot?
Just fill out the quick form below and we'll take care of the rest. Spots are limited and offered by invitation, so we recommend confirming early.
What's covered, and what am I responsible for?
Guests are responsible for their own travel to and from the resort. Everything else is on us: lodging, meals, sessions, and all on-site experiences throughout the summit.
When should I plan to arrive and depart?
Things kick off at 2:00 PM on Monday, the 28th, so plan to arrive with time to settle in beforehand. Sessions wrap around 2:00 PM on Wednesday, so book departing travel for later that afternoon or evening.
Who else will be there?
You'll be in the company of CEOs and senior leaders from top RIA firms across the country. The group is intentionally small, built for real conversation rather than a crowded conference floor.
What should I wear?
Dress is relaxed and comfortable. Think smart casual for sessions, with layers for outdoor settings and a few activities where you'll want to be on your feet.