SUMMER Reset Retreat: A Work/Life Recharge

The Reset Retreat is for anyone with clients, customers, or colleagues. Our diverse alumni include financial advisors, attorneys, CPAs, philanthropic advisors, therapists, coaches, technology specialists, and more.

You'll learn how to cultivate the qualities of mind and essential communication skills that lead to wellbeing and success at work, helping you get to the heart of your most important relationships.

Enjoy an overnight retreat experience in the breathtaking Marin Headlands on the edge of the Pacific Ocean, offering a space to unplug, be present, and rediscover the essence of you and your gifts. This is an amazing opportunity to cultivate your most valuable asset — your presence — and build a work life that's successful on your own terms.

Benefits of This Retreat:

• Elevate your work-life through effective daily practices & routines.
• Shift from a mindset of fear and scarcity to one of "Enough," which is where our boundless potential lies.
• Immerse yourself in a community that fosters compassionate insight and collaboration. (Studies show that we learn most from people outside our everyday inner circles.)

The Experience:

Mindful Actions: You’ll learn how to develop actionable daily routines tailored to grow your business, with a specific focus on what’s within your control and what’s easily doable.

Inner Alchemy: Let go of external “scores” or benchmarks and reorient towards a deep sense of trust in your own unfolding journey. You’ll learn how to measure success through your efforts, rather than external results. That’s where real freedom—and progress—begin.

Embodied Presence: Learn the subtleties of living in the organic flow of your business so that you find joy and satisfaction in the process of building your business, while also embracing equanimity and befriending what "is."

Circles of Wisdom: Engage with seasoned peers in an atmosphere of safety and openness, where you draw from the collective wisdom.

“Connecting with others in such an authentic and deep way during this retreat has had, and will continue to have, a very positive impact on how I relate to my clients and to my team. Numbers matter in what we do, but a caring, engaged presence matters so much more.”

– MAUREEN

Activities to Transform Your Approach to Work, and Life:

Emotional Intelligence Training: Deepen your capacity to experience empathy, compassion, and attunement to others through evidence-based communication exercises.

Dialogue Circles: Dive into topics that will challenge and inspire you. Share, listen, and reveal what’s blocking or nurturing your fullest expression.

Meditation: Immerse yourself in short practices and experiential activities that allow you to shift into a deeply restful state through the activation of your parasympathetic nervous system (this is a very relaxed AND alert state of being)

Nature Hikes: Experience nature as the backdrop for heart-centered business and life conversations.

Silent Beach Walk: A concluding walk that is an invitation to integrate and embody what you’ve learned.

“Spencer Sherman is the best teacher I have ever had. Zero ego. This program is great for anyone."

–JOSEPHINE G.

Why Choose This Retreat?

• The entire experience spans only 2 days (including two overnight stays) yet is impactful enough to bring about a fuller experience of yourself as you learn to release the beliefs and habits that are hindering your growth.
  
• Give yourself permission to unplug and be present, fostering clarity and spacious thinking.
  
• Immerse yourself in the serene setting of Green Gulch Zen Center — a retreat center that echoes the inner calm we all want to cultivate more regularly.
  
• Experience a learning vacation that’s vastly different from traditional conferences, where you will learn to recharge your mind and transform your approach to business.
  
• CFPs can earn 8 hours of continuing education credits by attending this program (available through the CFP Board; please provide your CFP license number when registering)

Ready to Unlock a New Chapter in Your Professional Journey?

Join Spencer to explore the boundaries of what’s possible in your business while looking inward toward the unique abilities you’re being called to express.

This is where your true potential unfolds. Uncover the best version of yourself, both as a professional and an individual.

Your journey to immerse yourself in mindfulness practices that foster a richer, more meaningful business and life—begins here.

Registration Includes:

FAQs

What is included in the retreat?
The program fee includes the training program with Spencer, overnight accommodation for 2 nights, 6 vegetarian meals (breakfast, lunch, and dinner), and healthy snacks and refreshments throughout both days.

What is the daily schedule?
The agenda and approximate times for activities are as follows (and subject to change):

First Day:

• 1:45pm - 2:00pm: Arrival
• 2:00pm - 3:30pm: Hike/walk
• 4:30pm - 6:00pm: Conversation Circle
• 6:00pm - 6:45pm: Dinner
• 7:30pm - 8:30pm: Sound Bath (a meditation using sound waves to help relax the nervous system)

Second Day:

• 7:10am - 8:00am: Breakfast
• 8:45am – 12:30pm: Reset Retreat Part 1
• 12:30pm – 1:30pm: Lunch
• 1:30pm – 2:40pm: Reset Retreat Part 2
• 2:40pm – 3:30pm: Closing circle at the Beach

Is it possible to stay extra nights before or after the retreat?
Yes, Green Gulch does sometimes allow extra night accommodations either before or after this retreat. Please call 415.865.1899 or email reservations@sfzc.org to inquire about availability.

Can I arrive early on the first day of the retreat?
You are welcome to arrive early and enjoy the outdoor spaces, but you might not be able to access your room until 2pm.

What is a multi-retreat pass?
A Multi-Retreat Pass includes program registration for all remaining Reset Retreats at the time of sign up (there are 4 retreats offered per year), plus overnight accommodations in a single room, and 3 vegetarian meals, healthy snacks, and refreshments. Enjoy a significant 30% discount compared to individual retreat bookings.

View all upcoming retreats at https://events.spencer-sherman.com/

The retreat dates for 2025 are:

• February 12-13
• April 30 to May 1
• August 13-14
• September 24-26

Where can I view all upcoming retreats?
You can view all upcoming retreats, and register at https://events.spencer-sherman.com/

I'm a CFP. How do I claim my continuing education credits?
You will be asked to provide your CFP license number during registration. Your participation in this program will be reported to the CFP Board once the program concludes.

Do you offer refunds?
Retreat registration is non-refundable but it is transferable to another retreat of the same duration.

• Transferring your retreat registration to someone else is completely free as long as the dates are unchanged.
• Transfer requests received 30+ days prior to the program start date will incur a transfer fee of $100.
• Transfer requests received within 30 days of the program start date will incur a transfer fee of $200.

If you wish to transfer your registration fee to another retreat, please contact support@spencer-sherman.com for assistance.