Align & Accelerate

A planning session built to accelerate you through your second quarter by review trends, aligning priorities, and business planning.

Join us for Align & Accelerate, our Q2 Sprint Planning session designed to bring clarity, alignment, and momentum into the next quarter.

We’ll spend the day reviewing market trends, celebrating wins from the past year, and building intentional plans for what’s ahead. This is a working session—expect insight, collaboration, and practical takeaways you can immediately apply to your business.

What we’ll cover:

• A professional economic forecast with a guest economist
• A guided 1–1–3–5 business plan review with live discussion and Q&A
• A practical wealth-building session focused on long-term margin and growth

We’ll wrap the day with an optional happy hour to connect, decompress, and continue the conversation.

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