LEVEL UP 2024
Advisor Summit
Austin, TX
Start your journey
Level Up 2024
June 4th - 6th, 2024
Nestled in Austin's Hill Country, the Omni Barton Creek Resort & Spa epitomizes modern Texan elegance and tranquility. Set across 4,000 enchanting acres, it invites serene escapes with its world-class spa, stunning hillside views, and picturesque golf courses. Enjoy an unparalleled blend of luxury and natural beauty for an unforgettable experience.
EVENT OVERVIEW
advisors & invited guests only
Our June 2024 Advisor Summit will bring together fellow TerraWealth advisors, leadership team members and partners for an event dedicated to advancing the field of wealth management through connection, recognition, and training.
Tuesday
June 4th | 1:00 pm - 10:00 pm
Kickoff & Enterprise Update
Reception & Entertainment
Wednesday
June 5th | 8:00 am - 9:00 pm
Awards
*Exclusive Advisor Training
Evening Dinner
Thursday
June 6th | 8:30 am - 11:30 am
Portfolio Construction
Introduction to ALTS
Practice Management
REGISTRATION & WELCOME RECEPTION
TUESDAY, JUNE 4TH
Registration
Barton Creek A
Registration: 12:00 pm
Please inquire at Front Desk for luggage storage
options if unable to check-in early or check-out late
Kickoff & Enterprise Update
Barton Creek BC
TerraWealth Meeting: 1:00 pm - 4:30 pm
Reception & Entertainment
The Rock House
Welcome Reception: 5:30 pm - 10:00 pm
Shuttle transportation to and from The Rock House venue
will be provide beginning at 4:15pm
AWARDS & TRAINING
WEDNESDAY, JUNE 5TH
This year's Advisor Summit Training features: The Washington Update presented by Jeff Bush. The Washington Update is a nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning. We are also excited to be featuring Chris McDonell, a highly skilled Sandler trainer to explore effective training and reinforcement program for the advisors that are ready to take their business to the next level!
Breakfast
7:30 am - 8:30 am
Barton Creek A
Awards & Training
8:30 am - 3:30 pm
Barton Creek BC
Free Time
4:00 pm - 6:00 pm
Enjoy Hotel Amenities
Dinner
6:00 pm - 9:00 pm
Barton Creek BC
THURSDAY, JUNE 6TH
BREAKFAST
Barton Creek A
7:30 am - 8:30 am
Coffee, Tea & Breakfast Buffet
TRAINING
Barton Creek BC
8:30 am - 11:30 am
Hotel Check-Out Time: 12:00 pm
ARRIVAL EXPERIENCE
SPONSORS
FAQ’s
HOW MUCH ARE THE ROOMS PER NIGHT?
Room rates are discounted to $339 per night (not including tax). Please confirm if you will need to reserve additional nights prior or following the event with your RSVP.
WHAT IF I NEED TO UPDATE MY RSVP?
Plans changed? Email Rebekah Diaz and submit your request.
WILL PARKING BE AVAILABLE?
Complimentary valet parking for Bob’s Steak & Chophouse, Blind Salamander Kitchen & Bar and Mokara Spa with valid receipt.
Overnight Valet:
$40 plus tax per night.
Day Valet:
0-4 hours - $15 plus tax
4-8 hours - $27 plus tax
8+ hours - $40 plus tax
AIRPORT INFORMATION:
Austin-Bergstrom International is the closest airport at 18 miles (about 30 minutes) from Barton Creek Resort. More information is available here.
GOLF CLUBS RENTALS:
Golf club rentals are available per request. Should you like to arrange rentals prior to your arrival, please call 512-329-4653.
Get In Touch
REBEKAH DIAZ
480.430.7323
rebekah@terrawealth.com
EMILY ENRIQUEZ
336.456.1059
emily@terrawealth.com
ANNETTE MCKEOWN
262.490.4010
annette@terrawealth.com
HOTEL RESERVATION DESK
1-800-THE-OMNI (800-843-6664)
BARTON CREEK ADDRESS
8212 Barton Club Drive.
Austin, TX 78735