EVENTS
Small, community focused events for investors building long-term wealth together.
EVENTS
Small, community focused events for investors building long-term wealth together.
Our Upcoming Event
The Financial Journey Community Retreat
October 22nd-26th, 2026
At Hotel Caza in San Francisco, California
Designed for business owners and accredited investors, this retreat brings together people who want clearer strategy, smarter capital allocation, and more intentional lives. It’s intentionally small and highly interactive, prioritizing real conversations, practical insight, and peer-level masterminding over presentations and hype.
The Financial Journey Community Retreat
October 22nd-26th, 2026
At Hotel Caza in San Francisco, California
Designed for business owners and accredited investors, this retreat brings together people who want clearer strategy, smarter capital allocation, and more intentional lives. It’s intentionally small and highly interactive, prioritizing real conversations, practical insight, and peer-level masterminding over presentations and hype.
Financial Journey hosts two in-person events each year for members who value thoughtful investing, practical strategy, and real relationships. These intentionally small gatherings prioritize depth and access over scale, creating space for meaningful discussion, peer learning, and long-term community.
A look inside a Financial Journey event
An Example Agenda
Our Past Events
Colorado Springs
April 9 – 12, 2026
At The Mining Exchange
This retreat kicked off with a connection-focused welcome reception hosted by Twelve Legs Marketing, setting the tone for the weekend. Two full days of sessions covered strategies for today’s market, portfolio allocation, private investment opportunities, Forever Family Wealth, and passing values, skills, and assets to the next generation. The retreat wrapped up with a scenic Sunday at the Royal Gorge, followed by a tour of Canon City.
Colorado Springs
April 9 – 12, 2026
At The Mining Exchange
This retreat kicked off with a connection-focused welcome reception hosted by Twelve Legs Marketing, setting the tone for the weekend. Two full days of sessions covered strategies for today’s market, portfolio allocation, private investment opportunities, Forever Family Wealth, and passing values, skills, and assets to the next generation. The retreat wrapped up with a scenic Sunday at the Royal Gorge, followed by a tour of Canon City.
The Passive Investor Event
October 23 – 25, 2025
At the Hurst Convention Center
This event was designed to help Accredited Investors and Virtual Family Offices grow wealth through passive investment strategies and develop the knowledge and skills needed to take their portfolio to the next level. PIE 2025 empowered investors to accelerate and optimize their wealth growth for their lifestyle, family, and impact on the world. Attendees benefited from the insight, strategy, investments, trusted professionals, masterminds, and connections.
The Passive Investor Event
October 23 – 25, 2025
At the Hurst Convention Center
This event was designed to help Accredited Investors and Virtual Family Offices grow wealth through passive investment strategies and develop the knowledge and skills needed to take their portfolio to the next level. PIE 2025 empowered investors to accelerate and optimize their wealth growth for their lifestyle, family, and impact on the world. Attendees benefited from the insight, strategy, investments, trusted professionals, masterminds, and connections.
West Palm Beach
May 1 – 2, 2025
At the Canopy by Hilton
This retreat featured a rooftop meet and greet at Spruzzo’s atop The Ben, two full days of market and portfolio sessions, and strong peer level community time. Topics included liquidity strategy, niche asset expert discussions, portfolio mentoring, plus an Investor Hackathon and unconference sessions. The weekend wrapped up with a Palm Beach Play Day with options like paddleboarding, snorkeling, fishing, scuba, or the F1 Miami Grand Prix.
West Palm Beach
May 1 – 2, 2025
At the Canopy by Hilton
This retreat featured a rooftop meet and greet at Spruzzo’s atop The Ben, two full days of market and portfolio sessions, and strong peer level community time. Topics included liquidity strategy, niche asset expert discussions, portfolio mentoring, plus an Investor Hackathon and unconference sessions. The weekend wrapped up with a Palm Beach Play Day with options like paddleboarding, snorkeling, fishing, scuba, or the F1 Miami Grand Prix.
The Passive Investor Event
October 25 – 26, 2024
At the Hurst Convention Center
This event was designed to help Accredited Investors and Virtual Family Offices grow wealth through passive investment strategies and develop the knowledge and skills needed to take their portfolio to the next level. PIE 2025 empowered investors to accelerate and optimize their wealth growth for their lifestyle, family, and impact on the world. Attendees benefited from the insight, strategy, investments, trusted professionals, masterminds, and connections.
The Passive Investor Event
October 25 – 26, 2024
At the Hurst Convention Center
This event was designed to help Accredited Investors and Virtual Family Offices grow wealth through passive investment strategies and develop the knowledge and skills needed to take their portfolio to the next level. PIE 2025 empowered investors to accelerate and optimize their wealth growth for their lifestyle, family, and impact on the world. Attendees benefited from the insight, strategy, investments, trusted professionals, masterminds, and connections.
National Harbor
September 6 – 7, 2024
At the Hyatt Place
National Harbor
September 6 – 7, 2024
At the Hyatt Place
South Lake
April 11 – 13, 2024
At the Hilton
This Community Retreat opened with a Thursday Oak and Eden welcome reception where attendees built a custom whiskey bottle, followed by two full days of small group peer mentoring and strategy sessions. Topics included virtual family office structure, macro aligned investing, cash flowing private deals, portfolio offense and defense, and tax strategies. Optional add ons included a VIP charity dinner at Truluck’s and a six person mastermind.
South Lake
April 11 – 13, 2024
At the Hilton
This Community Retreat opened with a Thursday Oak and Eden welcome reception where attendees built a custom whiskey bottle, followed by two full days of small group peer mentoring and strategy sessions. Topics included virtual family office structure, macro aligned investing, cash flowing private deals, portfolio offense and defense, and tax strategies. Optional add ons included a VIP charity dinner at Truluck’s and a six person mastermind.