You've never experienced an event like this
Join Future Proof and access 50+ unique experiences designed to help you and your team grow and learn. It’s fun, first-class and five-star, so secure your ticket today.
KUNAL KAPOOR
We're all for different and shaking up the experience. . . I thought it was terrific and look forward to attending again.
JOY LERE
The Future Proof team created a conference experience that was next-level amazing.
Event Experiences
Experiences are your opportunity to connect, learn, and recharge—beyond the mainstage. These curated activities offer immersive ways to build meaningful relationships with peers, partners, and innovators in wealth management.
Receptions
Unwind and connect at themed networking events, hosted by leading firms and media partners.
Activities
Start your day with yoga or a guided sound meditation. Prefer something lighter? Join a coastal photography session along the beach.
workshops
Hands-on learning experiences such as roundtables, masterminds, and advisor labs are built to help you learn and solve real challenges with peers.
dinners
Enjoy intimate hosted dinners at premier local restaurants. These 15–25 person gatherings are ideal for deeper conversations.
Activations
Join sponsor-led demos and unique activations ranging from product previews to tasting experiences.
Certain Sessions Require Advanced Breakthru Selection
RECEPTIONS
Beachside Bash Welcome Reception
Relax, unwind, and connect with the Future Proof community. Enjoy an evening of tasty bites, delicious cocktails, and music as the sun sets on the beautiful pacific ocean.
Sunday, September 7 from 6:00 PM – 8:00 PM PT
Future Proof Music Concert
Join us on Tuesday, September 9, for an unforgettable night of live music set against a stunning beach sunset. The Future Proof Music Concert will feature chart-topping artists, electrifying performances, and DJ sets to keep the energy high. Take in the sounds, the sea, and the sunset at the Ocean Stage.
Tuesday, September 9 from 7:00 PM – 10:00 PM PT
Fidelity Investments Reception
Join Fidelity Investments® for an exclusive reception and dinner at Bluegold Restaurant, just steps away from the Huntington Beach boardwalk. This event is co-sponsored by Invesco, JP Morgan, Principal, and Alliance Bernstein.
Monday, September 8 from 6:00 PM – 9:00 PM PT
Charles Schwab Networking Reception
At Schwab, we’re all about helping your firm thrive. Join us on Tuesday, September 9 from 5:15 PM – 6:15 PM at our booth to connect with Schwab professionals and resources dedicated to supporting your firm. Let’s celebrate our time together at Future Proof and get ready for the evening festivities.
And while you’re there, enjoy good conversations, laid-back networking, and a chance to pick your own Melin hat (to protect your melon, of course)!
No presentations. No pressure. Just real connections-and a little beachside fun!
Tuesday, September 9 from 5:15 PM – 6:15 PM PT
Disclosure
Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment advisor for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab) Member SIPC. Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
(0825-TU8Y)
MSCI Wealth Reception
Join us on Monday evening at the Hyatt Regency Huntington Beach for the MSCI Wealth Reception. You’ll have the opportunity to enjoy cocktails and light appetizers while networking with fellow attendees and members of the MSCI Wealth team in a casual, informal setting.
Monday, September 8 from 5:40 PM – 7:00 PM PT
Culinary & Cocktail Reception with PIMCO ETF Team & Portfolio Managers
Join the PIMCO accounts team and portfolio managers for an exclusive evening reception a short walk from the Festival. The reception will feature an elevated tasting experience in one of Huntington Beach’s most acclaimed restaurants.
Space is extremely limited – we’re pleased to extend this invitation to a select group of attendees for meaningful conversation and connection. Look forward to seeing you there.
Monday, September 8 from 6:15 PM – 8:15 PM PT
Wilson Sonsini Networking Happy Hour
Join Wilson Sonsini for an exclusive evening of connection and conversation at our wealthtech networking happy hour. Mingle with forward-thinking professionals, innovative founders, and industry leaders shaping the future of wealthtech. Ideal for collaborating, fostering partnerships, and staying informed on the latest industry trends.
Monday, September 8 from 5:40 PM – 7:00 PM PT
Wealthtech Executive Women's Cocktail Party
An invite-only gathering spotlighting the women redefining leadership in wealthtech. This intimate reception features light, vibrant bites and an open bar—designed to spark meaningful conversation in a setting made for connection. Limited to 40 attendees.
Sunday, September 7 from 4:00 PM – 6:00 PM PT
IMMERSIVE ACTIVATIONS
Beachside Breakfast with BNY
Start your day with BNY’s signature breakfast experience, set against the vibrant atmosphere of Huntington Beach. Connect with fellow attendees and the BNY team while enjoying refreshing acai bowls, savory breakfast sandwiches, and specialty coffee.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 8:30 AM – 9:30 AM PT
Level Up Your Pickleball Game With Capital Group: Exclusive Skills Clinic With a Pro Pickleball Coach
Join us for an engaging and informative skills clinic led by Coach Mark Nahum, a professional pickleball player and coach who’s dedicated to sharing his love for the game while helping players of all levels advance their pickleball skills.
Whether you’re a beginner looking to learn the basics or an experienced player aiming to refine your skills, this session is designed to uplevel your proficiency in one of the country’s fastest-growing sports.
Get in the Game with an Action-Packed Mini-Pickleball Tournament Powered by Capital Group
Rally for a chance to be named Pickleball Champion! This fast-paced event will feature live ball rules to ensure continuous play and dynamic rallies. Designed for those who are relatively new to the sport (those who have never played and those who have played a few times but not consistently), this event will give you a chance to experience the thrill of pickleball and see why it’s the country’s fastest-growing sport.
Participants will compete in a series of matches to determine the ultimate champions. All equipment will be provided so you just need to show up wearing sneakers (no flip-flops or heels, please). Join us for friendly competition, camaraderie, and plenty of pickleball action!
The Power of Personalization at Scale: How Ethic & State Street can grow and transform your business
Invest with intention and scale your practice: In this 30-min demonstration, see first-hand how Ethic’s personalized, tax-smart investment platform can help you tackle everyday challenges with multi-asset solutions from State Street — bringing you efficiency through a frictionless investment experience and more impactful client engagement from onboarding to prospecting and reporting.
Monday, September 8 from 10:00 AM – 10:30 AM PT and 3:45 PM – 4:30 PM PT
Tuesday, September 9 from 9:00 AM – 9:30 AM PT
The Future of Private Markets in Portfolios with BlackRock and iCapital
Join us for an engaging conversation on the evolving landscape of private markets and how both firms are positioning themselves to stay ahead and deliver value to clients. We’ll dive into the rise of public/private model portfolios—where traditional and alternative assets converge—powered by the latest technology from iCapital and other platforms.
Refreshing mocktails will be served!
Monday, September 8 from 1:25 PM – 2:10 PM PT
Give Back with Fidelity Charitable®: Restore Native Plants on Huntington Beach
Start your day by making a difference on the wetlands of Huntington Beach with charitable planning experts from Fidelity Charitable®, the nation’s largest grantmaker. Enjoy lite bites, learn about the Huntington Beach Wetlands Conservancy, and help restore native plant life in local marshes by planting seedlings in the nursery or getting your hands dirty out in the wetlands. Perfect for activating feel-good hormones!
Tuesday, September 9 from 7:30 AM – 9:30 AM PT
Fuel up with Finteract
Fuel up for a busy day at the festival with a fresh, bountiful breakfast provided by Finteract. The delicious and nutritious breakfast options (omelets and cold-juice anyone?!) and low-key setting will allow you to connect with other RIA firm owners, COOs, and client service leaders in a calm space before heading out into the crowds.
We understand leaders like you, who are dedicated to running your businesses are usually more focused on others in your day-to-day. Join our breakfast where Finteract is thinking about you for a change, providing the peer connection and support you need to help you grow your business, trouble-shoot your challenges, and seize the opportunities in front of you.
Tuesday, September 9 from 7:30 AM – 8:30 AM PT
Professional Headshot Photoshoot with FINTRX!
Refresh your professional image with a headshot session at the FINTRX Booth. All registered attendees are welcome to stop by during the hour-long window for a quick, high-quality photo—perfect for LinkedIn, websites, or company profiles.
Monday, September 8 from 9:45 AM – 10:45 AM PT
Optimizing Cash Allocations over Cold Brew
Sip on some cold brew while we serve up fresh insights into the evolving world of cash management. During this session, you’ll learn about what we’re seeing in short-duration fixed income trends, how to align your cash strategy with today’s market environment, and practical approaches to tiering cash with high-quality securities to optimize liquidity, manage risk, and enhance returns.
Monday, September 8 and Tuesday, September 9 from 12:15 PM – 1:00 PM PT and 1:00 PM – 1:45 PM PT
Get the scoop on Vanguard Personalized Indexing
Get a taste of Vanguard Personalized Indexing (VPI)—and enjoy some sorbet—at this interactive session! We’ll walk you through a live demo of VPI’s intuitive platform and show how it can help improve after-tax outcomes for your clients. Our team of experts will be on hand to answer questions.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Boogie & Bevs with Vanguard
Join us as we celebrate our old-school roots at our 70s-inspired happy hour! Kick back and enjoy retro snacks and beverages, 70s tunes from our vinyl-spiining DJ, and good company at the Vanguard booth.
Monday, September 8 from 5:40 PM – 6:30 PM PT
Donuts & direct indexing: A hands-on demo with Vanguard
Get a taste of Vanguard Personalized Indexing (VPI)—and a donut or two—at this interactive session! We’ll walk you through a live demo of VPI’s intuitive platform and show how it can help improve after-tax outcomes for your clients. Our team of experts will be on hand to answer questions.
Tuesday, September 9 from 8:45 AM – 9:30 AM PT
Fuel Up & Level Up: Growth Strategies over Fresh Juices
Ready to blend better performance with standout service? Grab some fresh juice and join us for a session on the two key drivers of company growth and client loyalty: competitive after-tax outcomes and world-class relationship management. We’ll dive into Vanguard’s Advisor Alpha® framework and juice-fueled inspiration you won’t want to miss.
Tuesday, September 9 from 11:45 AM – 12:30 PM PT
Dip into Models: Churros and Portfolio Planning
Turn up the heat on your portfolio game—with churros in hand. Join us for a guided discussion all about model portfolios, where we’ll explore practical strategies and real-world use cases. Whether you’re already using models or just curious, we’ll break down the process, show how they can elevate your practice, and dig into unique portfolio approaches designed to help your deliver stronger outcomes for your clients.
Tuesday, September 9 from 3:15 PM – 4:00 PM PT
ETF Share Class Shake-Up: What You Need to Know
ETF share classes continue to be top of mind. Why does this matter for RIAs? Join Allspring’s Rick Genoni, Global Head of Product Development and Innovation, and Ben Johnson, CFA, Head of Client Solutions, Asset Management at Morningstar, for a 20-minute fireside chat on how ETF share classes could reshape how funds are built, taxed, and accessed.
Fund managers are taking different approaches—some launching clones, others waiting on SEC relief—leading to a range of outcomes RIAs will need to navigate. Learn what questions to ask, what to watch for, and how to position clients for what’s next. Stick around after the chat for cocktails—clarity deserves a good happy hour!
Monday, September 8 from 3:30 PM – 4:30 PM PT
The Growth Pour: Personalization, Valuation, & Cocktails for the Modern RIA
Today’s clients expect tailored experiences. Your firm needs scale. Can you have both? Join Allspring, Advisor Growth Strategies, and SMArtX for a high-energy 20 minute fireside chat on how RIAs can meet rising client expectations while leveraging the right tech and asset management partners to boost efficiency and valuation.
Whether you’re buying, selling, or scaling, walk away with bold ideas, actionable insights, and yes a drink in hand. Stick around after the chat for cocktails and conversation.
Tuesday, September 9 from 3:10 PM – 3:55 PM PT
Josh Brown & Jason Wenk: The Future of Custody for Advisors
Stop by the Altruist booth for an unscripted conversation between two of the wealth management industry’s most outspoken thought leaders. Josh and Jason will discuss the major trends shaping custody, the role of AI, and the key factors that will determine the winners and losers of the next decade.
Tuesday, September 9 from 12:00 PM – 1:00 PM PT
Altruist Happy Hour & Salsa Social
Join Altruist for an energizing end to your day with drinks, dancing, and dynamic connections. We’re serving up espresso martinis, craft beers, seltzers, and zero-proof favorites—plus live music and salsa dancing to keep the good vibes flowing. It’s a fresh twist on happy hour where conversations with financial advisors turn into real partnerships—with a little rhythm on the side.
Tuesday, September 9 from 5:15 PM – 6:30 PM PT
Why Bone Fide Wealth Is Switching To Altruist & Book Signing
Join Douglas and Heather Boneparth for a fireside chat with Altruist CEO Jason Wenk as they share why Bone Fide Wealth is making the move to Altruist—and what it means for the future of their firm. Stick around after the conversation for a book signing and free advance copy of Doug and Heather’s upcoming release.
Monday, September 8 from 1:00 PM – 2:00 PM PT
Up Close & Personal with Hazel: Altruist's AI Assistant
Future Proof Festival AI Demo Finalist Winner Intimate Demo. There are notetakers, and then there’s Hazel. Built for RIAs, with direct access to custodial data and seamless integrations, Hazel is designed to help advisors save time, simplify workflows, and deliver a better client experience. Stop by the Altruist booth to see custodian-powered AI in action—and get free access through 2025.
Monday, September 8 from 3:25 PM – 3:55 PM PT
Betterment Survey Insights and Open Mic Discussion with RIAs
The financial advisory landscape is transforming, driven by shifting demographics and rapid tech advancements. The “Great Wealth Transfer” continues, with Millennials now making up 57% of the client base. This economic volatility, paired with the rise of AI, demands advisors adapt to serve a younger clientele.
In Betterment’s second annual advisor report, we surveyed 500 independent RIAs nationwide. Key trends emerged in how Gen Z/Millennial and Gen X/Boomer groups approach modern advisory services. Learn what’s working for advisors of all ages across prospecting, platforms, and client relationships in this fast-growing segment. Then it’s your turn—we’ll pass the mic and invite you to share what’s working in your practice and respond to the trends we uncovered. Whether benchmarking your strategy or adding your voice to the community, this session offers insights and real conversation you won’t want to miss.
Breakfast Session- Empowering Independence: Stories of Success and Allyship in the RIA Industry
Join us for a morning of connection and an inspiring panel discussion celebrating the achievements of women in the RIA industry and highlighting the importance of allyship. Hear personal stories of industry peers navigating and growing their firms, as well as the role of allyship in developing and retaining top talent. You’ll hear firsthand how women are making significant strides in the RIA industry and how allies are playing a crucial role in their success.
Key Outcome and Takeaways
Inspiring Stories of Success: Gain insights from women who have successfully navigated and grown their RIA firms, providing you with practical strategies and inspiration.
The Power of Allyship: Discover how allyship can foster a supportive and inclusive environment, helping to develop and retain top talent within your firm. Don’t miss this opportunity to connect with industry leaders, gain valuable insights, and be part of a community dedicated to empowering and advancing the RIA industry.
Monday, September 8 from 7:45 AM – 8:45 AM PT
Agentic Workflows: Using Agents to automate account opening and data synchronization
How are you preparing your client data for agentic workflows? Learn how a data orchestration layer prepares your business to take advantage of the next wave of AI.
Monday, September 8 from 9:30 AM – 10:00 AM PT and 12:30 PM – 1:00 PM PT
Tuesday, September 9 from 11:00 AM – 11:30 AM PT and 3:15 PM – 3:45 PM PT
Uncorking Personalization at Scale: Wine Tasting & Implementing Total Portfolio Solutions
Seek to differentiate your practice and unlock new avenues for growth within the high-net-worth (HNW) market. Join Goldman Sachs and GeoWealth for a session blending a curated wine tasting experience with actionable insights on delivering personalization at scale.
Discover how to access customized private-public models with single account implementation to deliver operational ease and potentially accelerate your practice’s growth, while enjoying local wines and cultivating your sophisticated palate.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Custody Reimagined: Unlocking Institutional-Level Access to Independent Advisors
In today’s dynamic market, advisors expect more from their custodian. They need a platform that will continue to adapt to their clients’ evolving needs. Join Goldman Sachs for a demo of our custody platform and see first-hand how our innovative tools can help improve efficiency, support complex client needs, and access private vehicles in a reimagined, streamlined way.
Tuesday, September 9 from 3:10 PM – 3:55 PM PT
The Future is Evergreen: Accessing Private Markets with J.P. Morgan
Reshape access to private markets through innovative evergreen fund structures. Experts from JPM’s Private Equity Group will break down how evergreen vehicles offer institutional-quality exposure with enhanced transparency, operational efficiency, and the potential for periodic liquidity.
Whether you’re expanding your alternatives offering or exploring new ways to offer alternative investments in structures tailored to individual investors, this conversation will provide actionable insights into the future of private markets investing.
Tuesday, September 9 from 11:30 AM – 12:00 PM PT
Empower Your Portfolio: Discover the Strength of Options-Based Active ETFs
Unveil the power of options-based Active ETFs in building stronger, and more resilient portfolios. Our leadership team will guide you through innovative strategies that leverage the flexibility and potential of options-based ETFs to enhance your investment approach.
This conversation will provide prospective on product proliferation in the space, use cases within portfolios, and ways to identify managers exhibiting the characteristics you’re looking for within the portfolio.
Tuesday, September 9 from 3:30 PM – 4:00 PM PT
Active Fixed Income: Embracing Today’s Higher Yield Environment
In the current financial landscape, the fixed income market is experiencing a transformation. With interest rate uncertainty and economic conditions evolving, investors are presented with a unique opportunity to capitalize on higher yields.
This environment calls for a proactive and strategic approach to fixed income investing, where active management plays a crucial role. We’ll spend time during this session outlining why this is an important consideration given current market conditions as well as resources for evaluating and finding the ideal manager for your portfolio.
Monday, September 8 from 10:00 AM – 10:30 AM PT
Ink and Drink with Advyzon
Step away from the crowd and discover a unique experience: At Advyzon’s Ink & Drink, you walk away with a wearable story—a tattoo that turns heads and says something about you.
Monday, September 8 from 12:00 PM – 12:30 PM PT, 12:45 PM – 1:15 PM PT, and 1:30 PM – 2:00 PM PT
Tuesday, September 9 from 12:30 PM – 1:00 PM PT and 1:15 PM – 1:45 PM PT
Lunch & Learn with Canoe: What to Expect from AI Alts Data and Automation
Is your current alts data management workflow leaving a bad taste in your mouth? Cleanse your palate at our Lunch & Learn! We’re dishing out real AI applications designed to enhance your alternative investment management.
Connect with some of the experts involved in our innovation lab and get an exclusive look into some of our most recent product developments – a sandbox environment to sample experimental features like document summarization and translation. Your input will directly help influence what we build next. Lunch is on us in exchange for your insight!
Monday, September 8 from 12:00 PM – 2:00 PM PT
Cocktails & Closings: The Real Story Behind the Deal
Pull up a chair (and a cocktail) for a candid, small-group experience with two of the industry’s top M&A dealmakers—Eric Leeper and James Fisher. In just 30 minutes, you’ll get a behind-the-scenes look at real transactions, from creative deal structures to hard-won lessons and surprising solutions.
Whether you’re growing, exiting, or just curious about your firm’s value, this session will spark ideas, answer questions, and help you make the right next move. Cheers to smarter deals and better outcomes.
Tuesday, September 9 from 3:30 PM – 4:00 PM PT
Smarter Marketing for RIAs: HubSpot in Action
If your marketing is fragmented, your auotmation is stuck in first gear, and client acquisition feels like a game of chance, this session is for you. Join HubSpot and ProperExpression for a fast-paced, insight-packed experience built for RIA growth leaders ready to scale smarter.
We’ll show you how to centralize your growth strategy, automate the right processes, and empower your advisors to market themselves effectively, without losing control of your brand. HubSpot’s enterprise tools, paired with ProperExpression’s deep RIA expertise, are ready transforming how RIAs grow. Whether you’re using HubSpot today or just exploring what’s next, this is your inside look at the future of wealth management marketing.
Monday, September 8 from 12:15 PM – 1:45 PM PT
The SMArtY After Party
Join Us for the SMArtY After Party! Cap off your night with SMArtX at the SMArtY After Party—an exclusive late-night event designed for connecting with top asset managers and industry peers.
Held at The Bungalow on September 9th from 10:00 PM to 12:00 AM, this is a great opportunity to network with SMArtY managers and wealth management firms, and to learn more about the SMArtX manager-sponsored platform. Don’t miss this chance to expand your network and gain valuable insights.
Tuesday, September 9 from 10:00 PM – 12:00 AM PT
The Inside Scoop with Bill McNabb: From Vanguard’s Playbook to Your Practice
Join former Vanguard CEO Bill McNabb and Vanilla CEO Gene Farrell for a fireside chat about navigating the evolving advisory landscape. From client experience strategies to operational excellence, discover how the industry’s most successful leaders are building deeper client relationships while embracing technological innovation.
Cool down with a scoop of ice cream while connecting with other growth-oriented advisors.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Bringing Futures to Future Proof: Bitcoin, Crypto, and the New Frontier of Asset Allocation
Bitcoin and crypto are evolving from fringe to foundational. With more regulated access points like futures, spot ETFs, and crypto managed strategies, advisors now have the tools to thoughtfully incorporate digital assets into modern portfolios. In this panel, we’ll explore how crypto fits into asset allocation today, what risks and rewards to consider, and why client demand is only increasing.
Hear from experts navigating this new frontier and walk away with a better understanding of how to approach crypto with confidence, whether you’re just getting started or looking to expand your offering. It’s not about hype, it’s about informed access, portfolio construction, and staying ahead of the curve.
Monday, September 8 from 8:00 AM – 9:30 AM PT
Bringing Futures to Future Proof: The Rise of Options-Based ETFs & Mutual Funds
Options-based ETFs and mutual funds are seeing rapid growth, and for good reason. These products offer advisors the ability to manage risk, enhance yield, and target client-specific outcomes with precision. In this session, hear directly from the portfolio managers leading this charge.
We’ll break down how options strategies are being used to customize exposures, why investors are flocking to these tools as core portfolio components, and how options themselves offer powerful tax efficiency advantages. Learn how these funds may help you deliver the exposures your clients want, without sacrificing control or transparency. Whether you’re new to options or ready to go deeper, this panel will give you the insights to evaluate and implement these products with confidence. The future of investing is flexible, outcome-oriented, and here. Don’t miss it.
Tuesday, September 9 from 8:00 AM – 9:30 AM PT
Retirement Remix: Where Strategy Meets Sips
Join us to Level Up your clients’ retirement at the Pontera Level Up Lounge—where strategy meets sips! Grab a beer, wine, or seltzer and kick back while we mix a little fun with future planning, because your clients’ retirement deserves a power-up!
Monday, September 8 from 3:30 PM – 4:30 PM PT
ACTIVITIES
Recipe for Innovation Live presented by Invesco QQQ in partnership with Investopedia and Food & Wine
Recipe for Innovation, presented by Invesco QQQ, is a celebration of culinary creativity, where the world’s most innovative chefs rethink what’s possible. At Future Proof, we’re bringing attendees a unique tasting and recipe deep dive featuring chef Tom Colicchio, Food & Wine’s Ray Isle, and moderator Caleb Silver of Investopedia.
Chef Colicchio will share the inspiration and detailed creative process behind the dishes he created for the Recipe for Innovation series, including a live plating and deconstruction of one of his recipes. Join us for an exclusive experience that blends finance, innovation, food, and wine.
Invesco is not affiliated with Investopedia, Caleb Silver, Food & Wine, Ray Isle or Tom Colicchio. Invesco Distributors, Inc.
Monday, September 8 from 12:30 PM – 2:00 PM PT
Canada’s Wealth Track: Tech, Clients, Independence
From industry structure to client experience, this panel dives into what’s shaping wealth management in Canada right now. Get a pulse check on the state of independence, explore the latest tech tools with Jason Pereira, and hear from Josh Brown and Jared Rabinowitz on delivering a client experience built for the next generation.
Tuesday, September 9 from 11:40 AM – 2:00 PM PT
Morning Power Workout: Flex Your Body and Mind
Get active and start your day with purpose at Future Proof. Join TCW’s Eli Horton – HYROX athlete, trainer, and equity portfolio manager for a dynamic workout built to challenge your endurance, improve mobility, and build total-body strength. Because whether it’s markets or muscles, it’s all about staying agile, flexible, and disciplined. All levels welcome.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Beach Bootcamp: Strength and Sweat by the Shore
This high-energy beach bootcamp fuses strength, cardio, and agility drills with the natural resistance of sand and the ocean as your backdrop. Led by an expert trainer, this all-levels workout is built to challenge your body and fire up your mindset.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Guided Meditation on the Beach: Calm and Reset
Ease into calm with a guided beach meditation designed to ground your body and clear your mind. Settle into the sand as an expert guide leads you through mindfulness and breathwork. You’ll leave centered, refreshed, and ready for the day ahead.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Coastal Photography: Capturing the Beauty of the Beach
Join a professional photographer for a coastal photo walk. Learn tips and techniques for capturing stunning beach scenes and sunsets.
Tuesday, September 9 from 1:10 PM – 1:50 PM PT
NETWORKING DINNERS
Advisor Networking Dinner Series
Future Proof’s Breakthru Experiences Networking Dinner Series brings together financial advisors, wealth management executives, and LPs for casual and enjoyable networking dinners at Huntington Beach’s finest restaurants. Enjoy delicious food, stunning views, and engaging conversations. The best part is that Networking Dinners are free to attend, thanks to the support of our sponsor community.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Exclusive Listings Coming Soon
Stay Tuned for a Full List of All Dinners included in the Advisor Networking Dinner Series!
Monday, September 8 from 7:00 PM – 9:00 PM PT
WORKSHOPS
Wealthtech Executive Networking Roundtable
150 senior leaders. One room. No distractions. This structured, high-impact roundtable blends curated discussions with a light breakfast and thoughtful staging. A chance to exchange insights, not just business cards.
Monday, September 8 from 8:30 AM – 10:30 AM PT
Premier Marketing Mastermind with The CMO Collective
The CMO Collective at Future Proof Festival is where RIA marketing leaders come together. These exclusive gatherings are built for the creative thinkers, strategic minds, and trendsetters shaping the future of wealth marketing to connect, collaborate, and share what’s working now.
Join Intention.ly for a focused, peer-driven session where top marketing minds tackle today’s biggest challenges—and walk away with real strategies you can put to work immediately.
Tuesday, September 9 from 11:30 AM – 1:30 PM PT
Master Modern Tax Planning at the Tax Planning Advisor Lab
The Tax Planning Lab is a CE-accredited experience designed to help firms leverage tax planning as a key differentiator and growth engine. With interest in the One Big Beautiful Bill Act (OBBBA) at an all-time high, this Lab will equip advisors with the frameworks, language, and tools to turn tax insights into revenue and client loyalty.
Sunday, September 7 from 11:30 AM – 2:30 PM PT
Breakthru Experiences
Participation in Breakthru Experiences requires advanced selection. When registration opens, you’ll be able to browse available experiences and indicate your interest. Due to limited capacity, selection does not guarantee a spot—but we encourage you to select all that appeal to you.
Please attend only the Experiences you’re scheduled for—spots are limited and highly valued.
Experience Selections Open
Monday, August 4 at 6:00 AM PT
Log in and complete your profile and choose the Breakthru Experiences you’d like to attend
Experience Selections Close
Thursday, August 14 at 5:00 PM PT
Make sure you have completed your profile and Breakthru Experience selections by this date
Calendar Invitations Sent
Friday, September 5
Accept your calendar invites for your Breakthru Experiences
Attend Onsite Experiences
Sunday, September 7 – Wednesday, September 10
Attend all your scheduled Breakthru Experiences at Future Proof Festival
Have Questions
Have questions? Email us at breakthru@futureproofhq.com for support.
