Life360  •  By Invitation Only

The Financial Retreat

2026
Oahu, Hawai‘i  •  September 16–19

Four days where your community, the experts, and the ocean all meet in one room — and your next level gets built.

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“Some rooms change your year. This one has an ocean view.”

The Financial Retreat 2026
The Experience

This isn’t a getaway. It’s a strategy session with a shoreline.

For four days, the entire Life360 community trades the everyday for Oahu — to think bigger, plan sharper, and build the relationships and roadmaps that carry the whole year.

01

Expert Strategy

Sessions with guest speakers from Directed IRA, Anderson Advisors, and Aiola CPA — the people who’ve built the playbook.

02

Real Community

Days beside the people building the same future you are. The conversations that only happen in person.

03

Paradise, All In

Mornings with your feet in the sand, afternoons on the water. A setting that opens up how you think.

04

Your 2027 Blueprint

Leave with a written plan, real commitments, and momentum you can feel from the plane home.

Featuring Guest Speakers From

Strategy straight from the experts.

Three of the most trusted names in retirement, protection, and tax — live, in the room, and ready to go deep on your questions.

Guest Speaker

Directed IRA


Self-Directed Retirement Investing — putting your retirement dollars to work in real estate and beyond.

Guest Speaker

Anderson Advisors


Asset Protection & Tax Strategy — structuring and shielding what you build.

Guest Speaker

Aiola CPA


Tax & Accounting Strategy — keeping more of every dollar you earn.

Full speaker names, sessions, and topics announced soon.

The Itinerary

Four days, thoughtfully built.

A rhythm of strategy, community, and island time — with room to breathe in between.

Optional • Extend Your Trip

Business in a Box Training — September 11–13 (Fri–Sun)

Fly in early for a three-day repeat of our signature Business in a Box intensive, then roll straight into the retreat. One trip, a full week in Hawai‘i.

Sep 16
Wednesday

Arrival & Welcome

Settle in, then gather for an opening sunset reception. Meet your community, set your intention for the days ahead.

Sep 17
Thursday

Foundations of Wealth

Keynote and workshop sessions on building and investing — including self-directed retirement with Directed IRA — plus group lunch and evening connection.

Sep 18
Friday

Protect & Optimize

Asset protection with Anderson Advisors and tax strategy with Aiola CPA, breakout planning, then an afternoon on the water and a shared dinner.

Sep 19
Saturday

Your 2027 Blueprint

Turn insight into a written plan. Personal action-mapping, community commitments, and a closing farewell brunch.

Draft itinerary — final schedule, session times, and activities to be confirmed.

Make It a Full Week

Come for the training. Stay for the retreat.

Want to go all in? Add the Business in a Box weekend right before the retreat and turn one trip to paradise into a full week of building.

Business in a Box • September 11–13, 2026

Reserve Your Spot

Choose your room.

Pricing is per registration and covers your place at the retreat. Reserve online below — secure payment powered by Stripe.

 

Shared Room

$2,500
per person • shared occupancy
  • Full 4-day retreat access
  • All sessions & guest speakers
  • Shared lodging in Oahu
  • Group meals & activities
Reserve
Most Private

Solo Room

$3,500
private occupancy
  • Full 4-day retreat access
  • All sessions & guest speakers
  • Private room in Oahu
  • Group meals & activities
Reserve
 

Couples

$4,500
two guests • shared room
  • Retreat access for two
  • All sessions & guest speakers
  • Shared lodging in Oahu
  • Group meals & activities
Reserve

Live on the island and don’t need lodging? Subtract $1,000 from any room type — just select “island resident” in the form below.

Who This Is For

A Life360 members-only experience.

Members ready to turn a year of coaching into a concrete plan.

Investors who want expert answers on retirement, tax, and protection.

Builders who know their network is their net worth.

Anyone who does their best thinking away from the everyday noise.

Reserve Your Spot

Save your place in paradise.

Complete your RSVP below. We’ll hold your spot and take you to secure checkout.

Your Total

You’ll be taken to secure Stripe checkout to complete your reservation. Spots are limited and confirmed on payment.