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We're all for different and shaking up the experience. . . I thought it was terrific and look forward to attending again.


The Future Proof team created a conference experience that was next-level amazing.

Storytelling for Advisors:

An Intimate Workshop On Being Human

Brian Portnoy

Founder & CEO, Shaping Wealth

Date and time

Sunday, September 10

9:30 AM - 11:30 AM PT


Hyatt Regency Huntington Beach Resort & Spa

CE Credit

CFP® Professionals are eligible for 2 hours CE credit

Innovators Conclave at future proof

An exclusive, invitation-only experience for the nation’s most influential financial advisory firm executives and innovators, the Innovators Conclave is more than an event—it’s a transformative journey that will redefine your perspective on the wealth management industry.

Engage with top-tier industry experts, thought leaders, and fellow executives.

Gain exclusive insights into the most pressing and transformative topics in the wealth management industry.

Develop a comprehensive and actionable blueprint for your business's success over the coming year.

Enjoy an exclusive Happy Hour, a luxurious 5-course tasting menu with Californian wines, and live music.

2023 Event Experiences

5 Steps to Building Your Personal Brand Identity

In the highly interactive “5 Steps to Building Your Personal Brand Identity” Level Up session, you’ll embark on a dynamic journey to craft a powerful personal brand. Through engaging activities and discussions, you’ll learn the five essential steps to establish a distinctive brand identity that authentically represents who you are.

Acai Bowls from Fidelity Digital Assets

What do Bitcoin and acai bowls have in common? They could both use cold storage. Come by the Fidelity Digital Assets booth Monday and Tuesday from 10:00 AM – 12:00 PM to grab a free acai bowl and learn more about digital asset custody and trading

Advisor Networking Dinners

Maximize your time by participating in our exclusive 10-person advisor networking dinners. Enjoy a one-of-a-kind culinary experience, forge new connections, and reconnect with old friends. Expertly organized by Future Proof and industry partners, held at popular Huntington Beach restaurants. Limited space available, RSVP required.

Animal Spirits Live

Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to, and watching live from Future Proof

Battle of the Buds: Wine vs. Craft Beer

Get ready to embark on a spirited tasting journey in “Battle of the Buds: Wine vs. Craft Beer. Engage in a lively and interactive debate as you explore the unique characteristics, flavor profiles, and food pairings of both wine and craft beer. Led by knowledgeable sommeliers and beer connoisseurs, you’ll learn to identify the subtle nuances of these two beloved libations. Gain a deeper appreciation for the art of beverage selection in this engaging session that will leave you well-equipped for future gastronomic adventures.

Beach Bootcamp: Energizing Fitness Challenge

Just because you are away from home does not mean you need to miss your workout. Start each day with a HIIT beach workout hosted by Jess Bost.


Beat the California heat and treat yourself to a complimentary shave ice from Invesco. All are welcome to stop by tent 102 to connect with Invesco’s team of experts and indulge in three unique flavors – InvesCoconut, Tropical TCX Punch, and RSP Berry. Don’t miss out on the coolest activation at Future Proof. Stop by on Monday, September 11, 12:00 PM – 6:00 PM, Tuesday, September 12, 12:00 PM – 5:00 PM, or Wednesday, September 13, 10:00 AM – 12:30 PM!

Beyond the Trees Documentary by VanEck

Soon to hit the big screens at a number of film festivals will be a great new documentary, Beyond the Trees. A determined team of climate champions—environmentalists, scientists, and investors—fight to restore our native forests by pioneering a unique management model that blends conservation with finance.

Brews & Barbeque with Texas Capital

Join Texas Capital and Heim Barbeque for a taste of Texas on Tuesday, September 12, from 11:30 AM to 6:00 PM at booth 517. We will be serving up ice-cold Texas beer and the best locally smoked meats around town.

Special guests Travis, Emma, and Robin Heim of Fort Worth, Texas, will be here to share their stories and pass along special techniques on how to barbeque like the pros. Swing by for great food, vibes, and the chance to win both Texas Capital and Heim merch!

Dance Culture: An Interactive Session

Immerse yourself in the rhythm, movements, and rich history of Salsa dancing, a popular Latin American dance style. Led by an experienced instructor, this hands-on session will guide you through basic steps, partnering techniques, and the expression of emotions through dance. Engage with fellow attendees as you practice and master the energetic footwork, graceful spins, and dynamic choreography that make Salas so captivating. No prior dance experience is required—just bring your enthusiasm and get ready to embrace the joy of dance in this engaging and interactive session.

Emotional Intelligence: The Key to Leadership

Unlock the power of Emotional Intelligence (EI) and become a more effective leader through interactive exercises and discussions. Learn practical strategies to enhance self-awareness, empathy, and effective communication, enabling you to build stronger relationships, navigate challenging situations, and inspire your team.

Fintechx Demo Drop

Witness the future of finance firsthand! See the newest fintech solutions and innovations during our highly anticipated FintechX Demo Drop.

Fresh Coco Water with a Side of Beautiful Background

Visit Mirador, Inc. at booth #105. Talk to the leadership team and discover why there are no other providers of financial reporting solutions like Mirador. Snap a picture in front of the beautiful postcard background. Recharge with Vita Coco’s newest coconut water in Pulp or Mango. Be among the first to enjoy what Vita Coco is calling the “biggest, boldest, most refreshing coconut water yet,” as you learn to lighten your reporting workload.

Future Proof Kickoff Party

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.

Future Proof Music Festival featuring Easy Star All-Stars

Blending musical versatility, instrumental prowess, beautiful vocal harmonies, and a premier rhythm section, Easy Star All-Stars have established themselves as one of the top international reggae acts on the scene for nearly two decades. During this time, they’ve toured in over 30 countries on 6 continents bringing together fans of reggae, classic rock, dub, and indie rock into one big family.

Future Proof Music Festival featuring G. Love & Special Sauce

G. Love grew up equally enthralled with folk, blues, and rap. Special Sauce, broke out in 1994 with their Gold-selling self-titled debut, which earned widespread critical acclaim for its bold vision and adventurous production. Over the next twenty-five years, G. Love would go on to release seven more similarly lauded studio studios albums with Special Sauce (plus four solo albums on his own), solidifying his place in music history as a genre-bending pioneer with a sound The New York Times described as “a new and urgent hybrid” and NPR called a “musical melting pot.”

Future Proof Music Festival featuring Headliners Method Man & Redman

Grammy-winning artists and legendary East Coast rappers Method Man (Wu-Tang Clan) and Redman (Def Squad) will be taking the stage as the headlining acts. They are known for their high-energy live performances and their ability to riff off each other’s rhymes and jokes seamlessly. Together, they have become one of the most beloved duos in hip-hop history. 

Future Proof Photo Wall

Capture your experience at Future Proof by sharing the moment on social media. Grab your phone, strike a pose, and snap a selfie or group shot in front of our vibrant photo wall. Let the world know that you’re part of the unparalleled experience at the world’s largest wealth festival. Don’t forget to use the hashtag #FutureProofAC to join the community conversation.

Hit Refresh with a Fruit Smoothie from Broadridge

Fuel the best you with a refreshing fruit smoothie. Sip on your choice of mango, strawberry, or strawberry banana that will be blended fresh just for you.

Available September 11 and September 12 at the Broadridge booth from 9:00 AM – 3:00 PM, while supplies last.

intelliflo: Surf Simulator

Stoked about the Future Proof experience? Come carve it up on our virtual surfing simulator!
Show us your skills at our seaside cabana. Hang ten for the chance to win a special prize, then catch the innovation wave with a live demo of intelliflo’s gnarly advisory solutions. When you’re finished, cool off with some ice-cold canned water!

Join John Hancock Investment Management for an ice cream social

Come in out of the sun and chill with us! Monday, September 11, at 2:00 PM and Tuesday, September 12, at 2:00 PM.

Let’s Roll: The Art of Sushi Making

Prepare to roll up your sleeves and embark on a hands-on culinary adventure in the “Let’s Roll: The Art of Sushi Making” Level Up session. Step into the world of sushi as you learn the traditional techniques and modern twists of crafting delicious and visually stunning sushi rolls. This interactive session offers a unique opportunity to unleash your creativity and refine your knife skills. Get ready to impress your friends and family with your newfound sushi-skills!

Mastering Pizza Dough: Techniques for any Home Pizza Maker

Calling all pizza enthusiasts! Get ready to level up your pizza-making game. This hands-on and interactive workshop will guide you through the art of creating perfect pizza dough from scratch. Learn the secrets to achieving the ideal texture, flavor, and elasticity as you explore different kneading, proofing, and shaping techniques. With expert guidance and plenty of opportunities for hands-on practice, you’ll gain the skills and confidence to create restaurant-quality pizzas right in your own kitchen.

Masters in Business Live

Join podcast legend Barry Ritholtz for a must-watch live recording of Masters in Business as he looks at the people and ideas that shape markets, investing, and business.

Media Networking Reception

Join 25+ key financial media, industry reporters, and other press for a media-only evening reception. If you are a member of the press and are interested in participating, get in touch today.

Mural Art by Fidelity

Witness the unparalleled creativity of artist Jeff Carnie as he breathes life into a mesmerizing mural throughout the four days of Future Proof Festival.

Ocean Stage

Visible from the other side of the boardwalk, the Ocean Stage is a dynamic venue that will showcase an array of compelling content, from game-changing keynotes to the Future Proof Music Festival. Immerse yourself in the exhilarating atmosphere as the Ocean Stage delivers unforgettable moments throughout the event.

Office Hours with Joy Lere: Be Your Best Self – How to be All-In Professionally & Personally

Join renowned executive coach and clinical psychologist Joy Lere in “Office Hours with Joy Lere: Be Your Best Self – How to be All-In Professionally and Personally.” This Level Up session will be an interactive group coaching experience with the aim of empowering you to thrive at work and in your personal life. This is a unique chance to join fellow industry leaders who contend with similar pressures and challenges to you for a candid conversation about burnout, boundaries, and strategies for getting unstuck. Don’t miss this opportunity to invest in your well-being with Joy’s expert guidance. Discover how to unlock your full potential as you pursue a more purposeful life.

Ria Executive Leaders Reception

Join 30+ executives from the country’s top-ranked RIA firms for a VIP evening reception. If you are an executive leader and are interested in participating, get in touch today.

Seaside Yoga: The Path to Mindfulness

Your mental health is as important as your physical health. Unwind your mind, focus your thoughts, and ready yourself for the day ahead by joining us for yoga. This event invites participants of all levels to embrace the opportunity to cultivate tranquility, strength, and balance in both body and mind.

Social Audio Experiment

Experience the electrifying atmosphere of the Social Audio Experiment stage at Future Proof Festival. Get front-row seats to your favorite finance podcasts as they record live from Future Proof.

SS&C Happy Hours: Sip, Socialize, & Chill

While attending Future Proof, join us each afternoon during the SS&C Happy Hours! It’s the perfect time to mingle with the team, learn something new, and savor refreshing concoctions, including our own: Black Diamond Dazzler, Rendezvous Summit Soother, and Spicy Salentica.

We look forward to connecting with you in Huntington Beach.

Monday, September 11, from 3:00 PM – 6:00 PM and Tuesday, September 12, from 3:00 PM – 5:00 PM.

Storytelling for Advisors Workshop

In this interactive workshop, Brian Portnoy and his team at Shaping Wealth will introduce the science and craft of storytelling as a superpower for the modern advisor. Participants will engage in skill-building exercises that strengthen emotional intelligence, deepen advisor-client communication, and drive business growth.

Surf City Stage

Immerse yourself in a dynamic space where thought leaders, visionaries, and trailblazers come together to share their expertise and ignite new ideas. Engage in captivating discussions, gain valuable perspectives, and explore the evolving landscape that shapes our industry.

Take a Swing with Motley Fool Asset Management

Motley Fool Asset Management is taking to the green with a live golf simulator at Future Proof! Check out their booth on the boardwalk for a chance to swing and win on Monday and Tuesday from 10-1 and 2-5. Play on PGA courses like Pebble Beach, Spyglass, and more!

The Art of Collectibles: A Users Guide to Pricing & Authentication

Unleash your inner collector and delve into the fascinating world of collectibles. This interactive workshop will educate you on how the experts use knowledge and practical techniques to determine the value and authenticity of various collectible items. Listen as our expert appraiser shares insights on market trends, key factors influencing pricing, and methods of verifying the legitimacy of collectibles. Discover the value of collecting with newfound expertise and sharpen your eye for hidden treasures.

The Canadian Lounge Sponsored by QWealth Partners

As a Canadian attendee, you have exclusive access to The Future Proof Canadian Lounge. As official ambassadors of the event, Q Wealth Partners will host the Future Proof Canadian Lounge and offer Canadian advisors a front-row seat to some of the most dynamic content in the private wealth space.

The Compound and Friends Live

Join Downtown Josh Brown, Michael Batnick, and a special guest for expert insight and hot takes on the latest in business and investing as they record their top-ranked investing podcast, The Compound and Friends, live from Future Proof.

Thrivent Advisor Network’s Meet & Greet with NBA Legend Robert Horry

Join us on Tuesday, September 12, from 3:30 PM – 4:30 PM, as we host an unforgettable meet & greet with NBA legend Robert Horry famously known as “Big Shot Rob.” Additionally, for every business card received at our booth, we will make a $50 donation to California Love Drop and you will have a chance to win a surfboard!

Top 100 Financial Advisor Reception by Investopedia

Future Proof brings together the best and brightest advisors from across the country. This invite-only exclusive event allows the Investopedia Top 100 Advisors to reconnect, share insights and celebrate their achievement of being named to this prestigious list.

Experience the industry's
only entirely outdoor event

Five football fields worth of action-packed content, live podcast recordings, brand activations, and 10,000+ 15-minute meetings.


Special events are scheduled throughout the festival days of September 15-18. Some events take place before content begins, such as the Health is Wealth events, while others may occur after dinner. Stay updated with our phone app, which lists the time and location of each event.

Most of the special events will take place on the boardwalk where the festival is held, with a limited number taking place in satellite locations.

Almost all special events are available to all attendees. However, there are a few limited special events that require registration through the associated partner that is facilitating the event.

Review all partnership opportunities on our Partnerships page. Let’s bring your idea to life!

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