Members are able to attend womens’ retreats focused on establishing long-term connections with other female advisors, creating a vision for themselves personally and professionally, and building a plan during the workshops to execute their goals.


The retreats are held in serene environments, kept to a small group, and are hands-on and collaborative.  Members take time away from business and invest time in themselves personally and professionally.


Stay tuned for details and registration dates as we are in the process of planning more retreats.



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We are so grateful for all of the incredible ladies who joined us at Serebe for the Inaugural Retreat from September 20-22! It was a weekend filled with personal and professional growth in such a peaceful setting. Check out the pictures below to see the beauty of Serenbe and amazing the group of women who started the weekend as strangers and ended it as friends, colleagues and confidants. 


Another huge thank you to Orion Advisor Tech for partnering with us on the Retreat and providing one of their industry experts to host a workshop. 

Check out this gorgeous location!