Surge '26

Financial Literacy Retreat
About this Event

SURGE CONVENTION 2026

📅 October 8th–10th, 2025

Reignite your passion, equip yourself, expand your goals, join our fight for financial literacy, and multiply your reach and impact!

“One Big Event Can Change Everything.”

Don’t miss it. Be part of the Surge.

• Early Bird (Aug 1st – September 1st, 2026)

• Registration - $120/person

For plus one/spouse/kids to attend award night & dinner - $60/person

Late registration (Sept 1st - Sept 30th) Registration - $150/person

Hotel Accommodation

• Discounted rate - $199/night (King bed)
• Discounted rate - $199/night (2 queen beds)

Fun Areas to Visit Nearby

• Golf Course by the lake
• Jolly Mon Water Park
• Surf & Boat shop
• Pickleball, Tennis & Mini Golf
• License to Chill Bar & Cafe
• Boathouse Bar & Lounge - live music
• St. Somewhere Spa
• Boat Rentals
• Guided Fishing Tour

We are internationally closing early so you can visit places with your spouse, partner, kids or loved ones.

Agenda

🕑: 03:00 PM
Day 1, Thursday 8th October 2026

Info: Registration & Arrivals

🕑: 09:00 AM - 03:30 PM
Day 2, Friday, 9th October, 2026

Info: General session 1
Trainings

🕑: 05:00 PM - 07:00 PM
Session 2

Info: Team Bonding Activity

🕑: 09:00 AM - 01:00 PM
Day 3, Saturday, 10th October, 2026

Info: Session 1
Product Training & Workshops
Product Providers: WIA, Transamerica, Nationwide, NLG, Crump, AMS

🕑: 06:00 PM - 10:00 PM
Awards & Recognitions

Info: Gala / Dinner
Party Time