$6 – $300

2018 Mindfulness Retreat for Financial Advisors

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Location

Green Gulch Farm Zen Center

1601 Shoreline Highway

Muir Beach, CA 94965

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Mindfulness Retreat

for Financial Advisors
at Green Gulch Farm Zen Center


Retreat Description:

A successful Financial Advisor has to work closely with their clients' goals, dreams, and fears. How do we successfully balance being in the present moment while giving advice for the future?

Join Spencer Sherman, MBA, CFP® at Green Gulch Zen Center as we practice:

  • Meditation in the Zendo

  • Balancing the present moment with future security

  • Mindfulness practices for client and staff meetings

  • Maintaining equanimity in the midst of business and personal volatility


This course has been approved for 8 CE credit hours by the CFP® board.



Spencer Sherman, MBA, CFP® - Spencer has been meditating since 1983 and is a qualified teacher of Mindfulness-Based Stress Reduction (MBSR). With an MBA from Wharton, he is the co-founder of Abacus Wealth Partners, a successful financial services company with 50 employees and $2B under management. Spencer credits his investment and business success to the daily cultivation of mindfulness.



RETREAT DETAILS:

Overnight Stay (optional) in Lindisfarne Guest House
Arrival: Wednesday, February 7, 2018 - Check-in after 3pm
Departure: Thursday, February 8, 2018 - Check-out at 9am

*Includes 3 meals and 1 loaf of bread
**all bathrooms are shared between 2 rooms

Retreat Itinerary

Wednesday, February 7th

  • 3:00pm - Check-in to Guesthouse
  • 6:00pm - Dinner
  • 7:00pm - Informal Meeting in Guesthouse

Thursday, February 8th

  • 7:20am - Silent Breakfast (for overnight guests only)
  • 8:30-8:45am - Participant arrival
  • 9:00-12:00pm - Morning Session in Wheelwright Center & Zendo
  • 12:15-1:15pm - Lunch
  • 1:00-4:00pm - Afternoon session in Wheelwright Center
  • 4:00pm-5:00pm - Hike

*Details pending, subject to change

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Date and Time

Location

Green Gulch Farm Zen Center

1601 Shoreline Highway

Muir Beach, CA 94965

View Map

Refund Policy

Refunds up to 7 days before event

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