You've never experienced a Retreat like this

Join the Future Proof Retreat to dive into 30+ exceptional experiences tailored for growth, learning, and business enhancement. It’s where sophistication meets adventure.

Joe Duran

What a special event you've curated. . . You're doing something that's challenging the system!

Matthew Liebman

Awesome event! You guys crushed it. We plan to be back every year - very valuable event.

Breakthru Experiences

Pre and Post-Event Process:


Tuesday, February 20

Log-in and select all of the Experiences you are interested in.

Accept Calendar Invites

Friday, March 22

Accept calendar invites for all of the Experiences you were assigned based on your interests & availability.

Attend Breakthru Experiences

March 25-27

Attend the Experiences at the Future Proof Retreat.

Provide Feedback on Experiences

Friday, March 29

Log-in & provide feedback on the Experiences you participated in.

Choose your own adventure

Breakthru Hosted Experiences Offered Include:

Networking Dinners

Forge valuable partnerships during social dinners at The Broadmoor's high-end venues.



Explore over 10 daily outdoor and indoor activities onsite or nearby The Broadmoor.



Dive into expert-level content meticulously curated for your firm's growth.



Enrich yourself through shared learning experiences that foster growth in all aspects of life & work.

Latest List of Breakthru Experiences


Morning Activities

Afternoon Activities

Level Up Content

Networking Dinners


Breakthru Experiences are unique, curated activities that go beyond traditional networking. They include outdoor activities like hiking, golf, and special dinners, offering a relaxed environment to connect with peers and industry leaders.

If you’re a Hosted Financial Advisor or Limited Partner, you’ll have the option to select Breakthru Experiences during the pre-event process. You can choose from a list of available experiences that interest you.

Yes, Breakthru Experiences are included as part of your Future Proof Retreat ticket if you qualify as a Hosted Financial Advisor or Limited Partner. Some experiences may have limited availability, so early selection is advised.

Unlike standard networking events, Breakthru Experiences are designed to foster deeper connections in a more relaxed and engaging setting. The activities are carefully chosen to encourage open conversations and meaningful interactions.

Yes, you can opt out during the pre-event process, but once you’ve been scheduled for an experience, changes may be limited. It’s important to choose wisely to make the most out of your Future Proof Retreat attendance.

The number of Breakthru Experiences you can join depends on availability and scheduling. However, as a Hosted Attendee, you’re required to select the Breakthru Dinners, and the rest are optional based on your interests.