Wealth Management Leadership Offsite 

Monday, August 22, 2022 - Tuesday, August 23, 2022

Monday, August 22

Session

Location

12:00 PM - 1:00 PM

Lunch

Irvine Marriott

1:00 PM - 4:00 PM

Meeting:

Leading Through Change Day 1

Attire: Business casual, denim is acceptable. 

Irvine Marriott

4:00 PM - 4:30 PM

Transportation to Team Activity

Transportation will be provided

4:30 PM - 5:30 PM

Team Activity

Attire: Comfortable shoes recommended.

 

5:30 PM - 6:00 PM

Return Transportation

Transportation will be provided

6:30 PM

Dinner Reception

Irvine Marriott

Tuesday, August 23

Session

Location

8:00 AM - 9:00 AM

Breakfast

Irvine Marriott

9:00 AM - Noon

Meeting: 

Leading Through Change Day 2

Attire: Business casual, denim is acceptable. 

Irvine Marriott

Noon

Departures, Boxed Lunch