A Tactical Reset in the Colorado Mountains
For Financial Advisors who are done burning out and ready to love their business again.
📅 July 26–28, 2026 📍 The Golden Hotel, Golden CO
Built Exclusively for Financial Advisors
This isn’t a general business retreat. R&R was designed specifically for financial advisors who are carrying too much, feeling stuck, and ready for something to change. If you’re managing clients, dealing with compliance, running a team, and still trying to grow — this weekend was built for you.
Three Days That Will Change How You Work
🧠 Day 1 — Recover
- Arrive, decompress, and disconnect from the noise.
- This day is about clearing your head so you can actually think.
- Facilitated sessions on identifying what’s draining you and what’s worth keeping.
⚙️ Day 2 — Rebuild
- Hands-on AI training tailored specifically for financial advisors.
- Learn how to cut your overhead in half, automate what drains you.
- Implement systems that run while you sleep.
🚀 Day 3 — Revenue
- Leave with a clear 90-day action plan.
- Identify new revenue streams inside your existing workflow.
- Monetize your expertise at scale without adding more hours.
What's Included in Your Retreat
- ✅ 3 days / 2 nights at The Golden Hotel, Golden CO
- ✅ All meals and group dinners included
- ✅ Exclusive AI training sessions for financial advisors
- ✅ 1-on-1 strategy session with Jason or Tyler
- ✅ 90-day action plan built during the retreat
- ✅ Access to the WeOwn advisor community post-retreat
- ✅ Ongoing support for 30 days after
- ✅ Small group format — limited seats for focused attention
📍Location: The Golden Hotel — Golden, Colorado
Nestled in the foothills of the Rocky Mountains, Golden is just 15 miles from Denver — close enough to get to, far enough to actually escape. The Golden Hotel sits right along Clear Creek with mountain views in every direction. This is the kind of setting where your mind actually slows down enough to think clearly.
