Fusion's 2019

Advisory Summit

November 5th-7th

San Jose del Cabo

Hyatt Ziva

Join us in Cabo for...

  • Elements Updates and Training

  • Manager Exchange updates

  • Marketing training and updates

  • Advisor Spotlight

  • Community/Relationship Building

  • Collaboration Training

  • 2019 Year in Review

  • What's To Come in 2020

  • Open Discussion for Advisor Feedback

  • Fun (of course)

Quick Schedule

The full agenda will be available soon, but tentative schedule will be...

Tuesday, Nov 5thGuests arrive during the day, Summit Launches with Evening Welcome Reception

**Spark Institutional Meetings will be held Tuesday midday

Wednesday, Nov 6th: Meetings begin in the morning and run until early afternoon. Free afternoon

Thursday, Nov 7th: Meetings continue in the morning, wrap up by 1:00 pm.  Guests depart afternoon/evening. 


Registration Notes

Flight Tips: In order to attend the entire event, Flights should arrive at Los Cabos International Airport (SJD) by 4:00 pm on Tuesday Nov 5th, and depart after 3:00 pm on Thursday Nov 7th.  Please ensure you have a valid passport in order to make the trip.  We will be following up closer to the event date for flight information to schedule shuttle transportation to and from the airport/hotel.

Extending Trip and Guests:  Group room rates extend through the weekend for those who would like to stay. Spouses and families are welcome.  Please indicate any additional guests that will be attending.  You will only be charged for a portion of the advisor's stay (Tuesday and Wednesday nights) with your initial registration.  Costs for additional guests will be charged in an individual folio to the advisor onsite, and those cost estimates are outlined in the registration form.  Extended nightly rates are: $282/night for Single Occupancy, and $180/night per person, for Double Occupancy.

Event Schedule: Meetings are scheduled to end by early afternoon each day, leaving free time in the afternoons and evening.  Vendors will be available for individual discussions, and there may be optional organized events to participate in, but that free time is yours to enjoy how you wish.

Register Now

or email morgan@fusioncm.com with questions

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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

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