We are excited to announce our upcoming Wealth Management Conference, a premier event dedicated to Elevating Your Practice.
Hosted by Wedbush Academy, this exciting and informative event will take place from March 11th-13th, at The Waterfront Beach Resort in Huntington Beach, California. Featuring insightful speakers and dynamic discussions powered by Cannon Financial, you’ll gain actionable strategies to drive sustained growth.
In the coming weeks, we will unveil a detailed agenda, highlighting our keynote speakers, including renowned Wedbush Securities Equity Research Analyst, Dan Ives and Cannon Financial Institute’s Executive Chairman of the Board & Subject Matter Expert, Phil Buchanan. You’ll also gain insights into advisor panels, business practice experts, and distinguished top advisors—like you—who will be joining us for this exceptional event.
Don’t miss this opportunity to network, learn, and grow your business. RSVP to secure your spot and ensure your business’s growth journey is on the right track.
Kindly RSVP by January 8th.
TRAVEL & ACCOMMODATION INFORMATION
You’ll be responsible for booking your own flights and accommodations at The Waterfront Beach Resort. This change offers you the convenience and flexibility to manage your own travel without involving our team. You will be provided with a hotel booking link to book your hotel room during the RSVP process.
We suggest flying into John Wayne Airport (SNA) or Long Beach Airport (LGB), which have relatively short commutes to the hotel. If flight schedules are unavailable, Los Angeles International Airport (LAX) is approximately an hour away by car.
When booking your hotel use the direct link above or ensure that you enter our Group Code: WWM25 on the Hilton website. If you use the Direct Link you do not need to enter the group code when booking.
RSVP
AGENDA
TUESDAY, MARCH 11TH
| Starting at 8:15am | Breakfast, Registration & Check-In |
| 10:00am – 11:45am | Morning General Session |
| 11:45am – 12:30pm | Lunch |
| 12:30pm – 2:30pm | Round Table Session with Partners |
| 2:45pm – 4:45pm | Afternoon General Session |
| Starting at 6:00pm | Dine Arounds |
WEDNESDAY, MARCH 12TH
| 7:30am – 8:30am | Breakfast |
| 8:30am – 12:00pm | Morning General Session |
| 12:00pm – 12:45pm | Lunch |
| 12:45pm – 3:30pm | Afternoon General Session |
| 3:40pm – 4:40pm | Breakout Meetings with Markets |
| 5:30pm – 9:00pm | Closing Dinner and Entertainment |
THURSDAY, MARCH 13TH
| By 11:00am | Checkout |
*Schedule subject to change and sessions are not recorded
DESTINATION INFORMATION
LOCATION
Nestled on Huntington Beach’s pristine shores, The Waterfront Beach Resort offers an ultimate Southern California getaway. Just steps from the iconic Huntington Beach Pier and Pacific City’s vibrant shopping and dining, our resort seamlessly blends coastal beauty with luxury.
ACCOMMODATIONS
Oceanfront accommodations in Huntington Beach offer breathtaking ocean views from the fully furnished balcony. The expansive picture windows flood the rooms with an abundance of natural light. Each room is elegantly decorated in shades of azure, creating a tranquil and coastal chic retreat.
DINING
HENRY’S COASTAL CUISINE
Experience regional flavors from the Southern California shores, dishes centered around seafood and an emphasis on seasonal, local, farm-to-table ingredients for a fresh and sophisticated indoor or outdoor dining experience.
CABO WABO
Experience a menu of coastal cuisine and weekend seafood brunch, as well as signature cocktails, create a full-sensory experience that embody the soul of the original Cabo Wabo as guests soak up the sun, sip margaritas, and enjoy life!
OFFSHORE9 ROOFTOP LOUNGE
Enjoy a unique menu of shared plates, hand-crafted specialty cocktails, and a wide selection of fine wines and champagne. Offshore 9 offers the ideal, rooftop dining setting to witness a Southern California sunset to end your night.
SURF HERO MARKETPLACE
Whether you are searching for a hot or cold beverage, a quick grab and go snack, or any last-minute sundries, get what you need while giving back at Surf Hero Marketplace: the perfect stop amidst your beach day plans.