May 12-15, 2025  | COLORADO SPRINGS, CO

Secure Your Pass to the World's Largest Wealth Retreat

Join 500+ wealth management CEOs, CIOs, CTOs, COOs, CMOs, and fast-growing financial advisors for an unconventional wealth management retreat in a serene alpine setting.

Discounted Registration Provided By:

MICHAEL KITCES

Breakthru meetings are a breakthrough. . . The pre-vetting and matching effect of the app increased the likelihood of good conversations.

TINA POWELL

"Disruptive" seems too tame a term for Future Proof – it's more "envision the unimaginable" and then "make it tangible."

Join An Influential Community of Leaders

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Decision-makers attending the Future Proof Leaders Retreat in Colorado Springs

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Fast-growing financial advisors, wealth management executives, and family offices

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Pre-scheduled one-to-one introductory meetings

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Breakthru Meetings Satisfaction Rate

Choose your Pass Type

Tickets provide access to all aspects of Future Proof Leaders Retreat

HOSTED FINANCIAL ADVISORY FIRMS & LIMITED PARTNERS

FREE
  • Who Qualifies? Financial Advisor Reps, Non-Advisors from Financial Advisory Firms (with decision-making responsibility), and Limited Partners. U.S.-based only. Limited Partners: If you are a General Partner (GP), even if you also act as an LP, you will not qualify for this ticket type at Future Proof Retreat. Proof of active investment in private funds will be required.
  • Receive a complimentary ticket and a $1,500 travel/hotel reimbursement
  • Must take up to ten (10) 15-minute double opt-in meetings with other participants, join one (1) Breakthru Hosted Talk, and one (1) Breakthru Hosted Experience Dinner.
APPLY NOW

Current Future Proof Leaders Retreat Sponsor

$2,000
  • Who Qualifies? To qualify for this rate, the organization for which you are employed must be a Future Proof Retreat 2025 sponsor. Subject to review and approval.
  • Sponsorship offers a unique platform for high-impact, meaningful interactions. You’ll network with 500+ C-level execs and top-ranked advisors, all in an exclusive, intimate setting.
APPLY NOW

What Are you Waiting for?

Four Reasons To Attend Future Proof Leaders Retreat

100% EXECUTIVE SPEAKERS

All speakers at the Future Proof Leaders Retreat are executive-level professionals. They bring real-world insights, not rehearsed pitches. Our format promotes interactive discussions. Attendees share ideas, tackle key issues, and take away practical insights to drive their businesses forward.

Sophistication Meets Adventure

Discover a combination of peer-group content, high-quality one-to-one meetings, and unforgettable indoor and outdoor group activities and experiences at The Broadmoor in Colorado Springs. Escape the norm with this fun, first-class, and five-star retreat unlike any other.

Breakthru Meetings Program

All Future Proof Leaders Retreat attendees will participate in the Breakthru Hosted Meetings Program to make meaningful connections with decision makers and allocators, forge valuable partnerships, maximize ROI and meet their business objectives. Each attendee can join up to 16 Breakthru Meetings, limited only by availability and mutual interest. All meetings are double opt-in (both people agree to meet each other) and held at tables in a dedicated area at the event.

Personalized & Diverse

Explore over 30+ tailored Breakthru Experiences at the Future Proof Leaders Retreat. Using technology, we match attendees based on business needs and personal interests. Enjoy networking dinners, outdoor adventures, indoor activities, and engaging content designed to elevate you personally and professionally.

FREQUENTLY ASKED QUESTIONS

The Breakthru Hosted Program offers an unmatched opportunity to network with key decision-makers in the Wealth Management industry. You’ll not just attend, but engage in meaningful discussions, making it a must-attend for anyone serious about their career and business.

Your registration gives you access to Breakthru Hosted Meetings, Experiences, Talks, premier and exclusive live content from industry leaders as well as a free Future Proof Leaders Retreat ticket and up to $1,500 in travel and hotel reimbursements.

Only decision-making Financial Advisors and Wealth Management Executives are eligible. The application process ensures that only qualified individuals can participate, making for more fruitful interactions.

Absolutely, the meetings are double opt-in, meaning both parties have to agree to meet. This ensures that your time is well-spent meeting with people who can genuinely contribute to your business goals.

These are peer-led discussions on pressing industry topics. Unlike regular sessions, these Talks are more interactive, giving you a platform to share your insights and learn from others.

These are unique activities designed to provide a break from the formal atmosphere, ranging from outdoor activities to networking dinners. It’s not just about business; it’s about building lasting relationships.

After registering, you’ll receive a detailed schedule along with reminders and updates via email and text. You won’t miss out on any opportunities. Say hello to Paula!

Yes, each Breakthru activity has a registration deadline, and spots fill up quickly. Register early to secure your participation in the activities that interest you the most.

Certainly! Sponsoring offers your company a unique platform to showcase its brand and connect with key industry players. For more details, contact Kevin Flaig at kevin@futureproofhq.com.

While we hope that won’t be the case, life happens. If you’re unable to attend, please notify us as soon as possible so that we can make the necessary adjustments.