2026 Annual Planning Session
Schedule
Fri Dec 05 2025 at 08:30 am to 12:30 pm
UTC-06:00Location
Legends Hall at The Marq Southlake | Southlake, TX
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Plan. Grow. Win 2026.Annual Production Forecast, Growth Plan & Goal Setting Workshop
Step into 2026 with clarity, confidence, and a purpose-driven plan.
This immersive workshop—built on The 5 Types of Wealth—follows Fortune’s proven annual planning framework to help you design your roadmap for growth, fulfillment, and lasting impact.
You’ll walk away with:
✅ A clear 2026 Production Forecast & Growth Plan
✅ A Goal Setting Strategy that drives action
✅ Defined outcomes for all Five Business Engines
✅ A Marketing Plan that fuels New Patient growth
Facilitators:
Jeanne Williams – Managing Partner & Executive Coach, Fortune
Brad Hunsaker – Chief Legal Officer & Executive Coach, Fortune
📍 Location: Legends Hall at The Marq, 285 Shady Oaks Drive, Southlake, TX
💰 $65 per person | 4 CEs
Includes breakfast, lunch & workbook
Not a current Fortune client?
$199 per person or $499 for a team of 5 (special promotion!)
📅 RSVP by Friday, November 28
🔗 https://bit.ly/AnnualPlan2026
For details, contact Cassandra Silva
📞 847-331-5728 | 📧 [email protected]
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Where is it happening?
Legends Hall at The Marq Southlake, 285 Shady Oaks, Southlake, TX 76092-6150, United StatesEvent Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
