Agenda
Tuesday, May 6
| 7:00 am - 8:00 am | Breakfast - Heritage Patio & Laguna Lawn |
| 8:00 am - 12:00 pm | Business sessions - Heritage Ballroom & Orangedale C&D room |
| 12:00 pm - 1:00 pm | Lunch - Heritage Patio & Laguna Lawn |
| 1:00 pm - 5:30 pm | Group Solutions activity |
| 5:30 pm - 8:30 pm | Cocktails and dinner - Seven Restaurant |
Wednesday, May 7
| 7:30 am - 8:30 am | Breakfast - Heritage Patio & Laguna Lawn |
| 8:30 am - 12:50 pm | Business sessions - Heritage Ballroom & Orangedale C&D room |
| 1:00 pm - 1:45 pm | Lunch - Heritage Patio & Laguna Lawn |
| 1:45 pm - 3:00 pm | Business sessions |
| 3:00 pm - 5:00 pm | Time for advisors to conduct business |
| 6:30 pm - 9:30 pm | Cocktails and dinner - El Chorro Lodge |
Thursday, May 8
| 7:00 am - 8:00 am | Breakfast - Heritage Patio & Laguna Lawn (Optional) |
| 11:00 am | Check out |