✦ The Flagship Event ✦

2026 Leaders
Conference

June 28 – July 2, 2026

Walt Disney World  ·  Orlando, Florida

Dates & Location

Conference Dates
Sunday, June 28
through
Thursday, July 2
5 days  ·  4 nights
Conference Hotel
Walt Disney World
Swan and Dolphin
1500 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
Visit Hotel Website ↗

Agenda & Event Details

01
Sunday, June 28
Arrivals
  • All DayGuests may arrive at their convenience throughout the day. Take time to settle in, explore the resort, and begin enjoying all the amenities and experiences available. We’re excited to kick off a memorable week with you and your family.
02
Monday, June 29
General Session (Attendance Required)
  • 8:00AMGeneral Session
  • MassMutual Leadership | Roger Crandall, Chairman, President & CEO
  • Award Presentations Part I
  • AAX Business & President’s Reflections | Jim Bolton, AAX Outgoing President, Commonwealth Financial Group
  • Award Presentations Part II
  • Advisor of the Year | Kuldeep Madan, Madan+
  • Real Field Story | Jane Schroeder, The Schroeder Team
  • Keynote Speaker | Ryan Leak
  • Since there is only one day of General Session, the conference is considered a taxable event. Attendees will be taxed based on an approximate cost of $1,650 per qualifier and $550 per primary guest, plus the actual cost of airfare.
03
Tuesday, June 30
Explore Disney & Agency Night Reception
  • All DayExplore Disney
  • Spend the day enjoying everything Walt Disney World has to offer with your family. Whether you’re visiting the parks, enjoying resort amenities, or experiencing world-class dining and entertainment, the day is yours to design.
  • 6:00 – 8:00PMAgency Night Reception  ·  Todd English’s BlueZoo
  • Join CFG for light bites and drinks at Todd English’s BlueZoo located in the Walt Disney World Dolphin Resort. In keeping with the relaxed, family-centered theme of this year’s conference, Agency Night will be a more casual and low-key gathering. Please note: There is no childcare or children’s program this year, which is why we’re staying close to the hotel.
04
Wednesday, July 1
Explore Disney
  • All DayExplore Disney
  • Whether you’re visiting the parks, enjoying resort amenities, or experiencing world-class dining and entertainment, the day is yours to design. Learn more →
  • 7:30 – 10:00PMFarewell Evening
  • As our time together comes to a close, join us at Epcot for a memorable final evening together.
05
Thursday, July 2
Departures
  • All DayDepartures
  • Guests may depart at their convenience throughout the day. We hope you leave feeling refreshed, inspired, and with lasting memories made alongside your family and fellow advisors.

Family Scavenger Hunt

Explore the parks, collect photo proof, earn points, and compete for the Grand Prize. A two-day adventure the whole family will talk about for years.

25 Challenges
210 Total Points
4 Parks
2 Days
View the Full Scavenger Hunt  →

Upload photos to Google Drive as LastName_item-name.jpg

Contact & Questions

Reach out to our team for any questions about travel, accommodations, or conference details.

Primary Contact
ANDREW MEDEMA
amedema@financialguide.com 616.558.7990
Secondary Contacts
RICK ST. JEAN
301.9439.903
DAKOTA BRIZENDINE
802.488.0036
Hotel Reservations
Swan & Dolphin Resort
1-800-227-1500 swandolphin.com