March 18th 2023 - March 20th 2023

This year we will blend with SHIFT by Human First Financial Guidance at the Hyatt Regency Hill Country, San Antonio TX

Pricing for Mid Year Conference Retreat 2023:

• Early Early Bird $390.00 
• Early Bird $590.00
• Regular Price $690.00

What you'll get:

• Two Conferences for the price of ONE! (Shift Human First 2023 Conference & FTI/SMI Mid Year Conference)
• The longer interactive cases you have been asking for. 
• Sharpen your Possibility Thinking and Listening skills with your colleagues in interactive cases that are live and longer than what we do virtually.
• New thinking and resources for Long Life Planning at all stages of aging.
• Business development tools and process for COIs and client facing seminars.
• Shared best practices for client systems, written engagements, and fee structures for clients in major life events.
• Explore the Future of Financial Planning with planners who are creating the future right now. We have been ahead of these professions for two decades; this is the time to purposefully shape the next stage.

Hotel Information: 

Hyatt Regency Hill Country Resort and Spa