THE WORLD’S LARGEST WEALTH FESTIVAL

WHERE FINANCIAL SERVICES ACTIVATES.

SEPTEMBER 10-13, 2023
HUNTINGTON BEACH, CA

Join thousands of financial advisors, institutional allocators, asset managers, technology providers, and more on a four day experience like none other.

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who came?

A bold community of innovative financial professionals.

1,700+

Attendees at the world’s first wealth festival in September of 2022 in Huntington Beach, CA.

Attendees.

900+

Financial Advisors and Asset Allocators attended and created the most memorable event experience of 2022.

Financial Advisors and Asset Allocators.

800+

Firms represented across RIA, IDB, Hybrid, and International registration types.

Firms represented.

$680B+

Total Verified Assets Under Management of attendees with a disclosed CRD number (~30% did not disclose their AUM).

Total Verified AUM.

our partners

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Future Proof Taste Makers

The most influential minds in the advisor

300+ industry influencers
and cutting-edge speakers
and personalities are
Future Proof.

Trail blazing

NO PAY-TO-PLAY. NO EXCEPTIONS.
DIVERSITY MATTERS.
BE IT OF OPINION. RACE. GENDER.
AGE. SEXUAL ORIENTATION.
PHYSICAL AND MENTAL ABILTY.

our favorite content

Take an intimate look at the speakers who help make the financial services industry more of what it can be and less of what it has been.

ANNUAL FUTURE PROOF INSIGHTS REPORT

AS THE EXCLUSIVE PARTNER OF THE ANNUAL FUTURE PROOF INSIGHTS REPORT, YOUR COMPANY WILL RECEIVE PROMINENT BRAND PROMOTION AND THOUGHT LEADERSHIP DIGITALLY VIA A PUBLISHED REPORT DISTRIBUTED TO HUNDREDS OF THOUSANDS OF INFLUENTIAL WEALTH MANAGEMENT PROFESSIONALS.

 

THE REPORT WILL FEATURE ANALYSIS AND INSIGHTS FROM FUTURE PROOF 2023 BASED ON PROPRIETARY AUDIENCE AND CONTENT DATA, LATEST INDUSTRY TRENDS, AS WELL AS A SERIES OF ATTENDEE INTERVIEWS. YOUR CEO WILL ALSO HAVE AN OPPORTUNITY TO BE FEATURED IN AN INTERVIEW WITHIN THE REPORT. THE REPORT IS EXPECTED TO BE PUBLISHED DURING THE FIRST WEEK OF NOVEMBER 2023.

 

PRICE: $75,000

Attendee Concierge: Hosted by Future Proof

You’ve got questions and e we have a dedicated team of helpful staff walking the grounds, and an attendee concierge desk stationed on the boardwalk to help get you answers. Don’t be shy. We are happy to help.

Health is Wealth: Yoga

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Future Proof puts a value on your health and ability to decompress from the grind of festival life. Begin your day with a focus on centering body and mind for a day of meetings, networking, and more.

Health is Wealth: HIIT

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Just because you are away from home it does not mean you need to miss your workout. Start each day with a HIIT beach workout hosted by the Future Proof communities Jess Bost. * space is limited, preregisteration required

Advisor Networking Dinners

Sunday, September 11, 2022 6:00-8:00pm PT Monday, September 12, 2022 6:00-8:00pm PT

Maximize your time at Future Proof by participating in a 10-person advisor networking dinner organized by us and industry partners. Held at popular downtown Huntington Beach restaurants, our organized Advisor Networking Dinners will provide you with a one-of-a-kind culinary experience while making new friends and catching up with old ones. Space is extremely limited. Must RSVP.

Media-Only Networking Reception

Sunday, September 11, 20226:00-8:00pm PT
Monday, September 12, 20226:00-8:00pm PT

Join 25+ key financial media, industry reporters, and other press for a media-only evening reception.


If you are a member of the press and are interested in participating get in touch with us today. Space is extremely limited.

As a member of the press, you will have the opportunity to RSVP for both receptions on Sunday and Monday.

Quad A Social

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ONYX Advisor Network Meet Up

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Investopedia Top 100 Financial Advisor Reception

Monday, September 12, 2022 5:00-7:00pm PT
HYATT REGENCY CALIFORNIA COURTYARD

Future Proof brings together the best and brightest advisors from across the country. This invite-only exclusive event allows the Investopedia Top 100 advisors to reconnect, share insights and celebrate their achievement of being named to this prestigious list.

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FEMALE ADVISOR NETWORK HAPPY HOUR

The Future Proof Boardwalk (Outdoor Event Space)

Ready to mingle with fellow female financial advisors? The Female Advisor Network Happy Hour is where you’ll want to be!

 

Held at X BAR, this is a great opportunity to network with other women during Future Proof.

Coffee Done Right: Sponsored by Morningstar

We all know coffee is the fuel that helps us survive the day, and we all know there is nothing worse than stale coffee in a hotel banquet room that has sat for hours. Grab a cup of freshly brewed coffee throughout the day at any of our high-end coffee carts located throughout the Boardwalk.

Street Art Meets Street Skate: Sponsored By Morningstar

Perhaps no sport combines art, culture, and athletics more than skateboarding. These all collide at booth 102, where you can watch street artists design custom skateboard decks. Check in with the team from Morningstar, and you might find yourself taking one home.

Social Audio Experiment

Small crowd listening to performer sing

Podcasts are all the rage, as they excite and entertain audiences from afar. Future Proof changes the game, as we invite your favorite podcasters to host their shows live from the festival. Forget passive listening. Future Proof’s Live Podcast sessions allow you to interact directly with your favorite podcast creators as they record live episodes just feet from the Pacific Ocean.

Health is Wealth: Surf Lessons

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We are in Surf City U.S.A – of course we are going to have surf lessions. Whether you are catching barrels are just learning to stand come out be part of the community and tick learning to surf off your bucket list.

Ocean Stage

Concert happening on Huntington Beach

As the beating heart of the boardwalk, the Ocean stage will feature seating for over 500 and have the look and feel of a concert venue on the beach. The ocean stage will host a range of exciting content from industry-changing keynotes to the closing concert featuring today’s biggest musical acts.

PCH Stage

Event attendees listening to a panel discussion

The Pacific Highway stage is the most versatile stage at Future Proof. With countless setup options, the PCH Stage is your go-to spot for industry insight and innovation, all while staying current with the latest trends in money, culture, tech and impact.

Wheel of Impact

Event attendee enjoying the prize wheel

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

SMALL SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR SMALL 10×10 EXHIBIT SPACE.

 

PRICE: $16,500

 

Details:

The Small Exhibit option includes one (1) branded canopy, three (3) custom-produced side/back walls, one (1) 6′ table with a black skirt, and two (2) chairs throughout Future Proof (full days Monday/Tuesday; half day Wednesday). This exhibit space is 10’ deep and 10’ wide. 

Upgrades available.

STANDARD SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR STANDARD 10×20 EXHIBIT SPACE.


PRICE: $31,500


Details:

The Standard Exhibit option includes two (2) branded canopies, four (4) custom-produced side/back walls, two (2) 6′ tables with black skirts, and four (4) chairs throughout Future Proof (full days Monday/Tuesday; half day Wednesday). This exhibit space is 10’ deep and 20’ wide.

Upgrades available.

LARGE SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×20 EXHIBIT SPACE.

 

PRICE: $55,000

 

Details:

Future Proof has preferred experiential marketing vendors available to facilitate custom build-outs, or you use your own vendor/agency. If you choose to build your activation under Future Proof provided canopies, we can allocate up to four (4) custom-branded tents for you, complimentary. The Large Exhibit option is 20′ wide and 20′ deep.  

 

Upgrades available.

EXTRA LARGE SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×30 EXHIBIT SPACE.

PRICE: $69,850

Details:

Future Proof has preferred experiential marketing vendors available, or you can use your own vendor/agency.  The Extra Large Exhibit requires a custom build and is 30′ wide by 20′ deep.  

Upgrades available.

CUSTOM SPACE

INTERESTED IN SOMETHING TRULY UNIQUE?  WORK WITH US AND OUR EXPERIENTIAL EVENT PARTNERS TO BUILD YOUR OWN CUSTOM BRAND EXPERIENCE THAT WILL DIFFERENTIATE YOUR BRAND.

 

PRICE: Inquire for more information

HOTEL PRIVATE MEETING ROOM

FOCUS ON DOING FOUR MONTHS’ WORTH OF MEETINGS IN JUST FOUR DAYS.  ENGAGE WITH CLIENTS AND PROSPECTS AT THE LARGEST WEALTH MANAGEMENT EVENT OF THE YEAR IN OUR PRIVATE MEETING ROOMS FOR ALL FOUR DAYS OF THE EVENT.

 

PRICE: $12,500 

 

The Hotel Private Meeting Room includes one (1) private furnished indoor meeting room and branded signage throughout the event (half day Sunday; full days Monday/Tuesday; half day Wednesday).  The look and feel of the meeting rooms vary by location and property.

Upgrades available.

HOTEL CABANA

FOCUS ON DOING FOUR MONTHS’ WORTH OF MEETINGS IN JUST FOUR DAYS.  ENGAGE WITH CLIENTS AND PROSPECTS AT THE LARGEST WEALTH MANAGEMENT EVENT OF THE YEAR IN OUR SEMI-PRIVATE CABANAS FOR ALL FOUR DAYS OF THE EVENT.

 

PRICE: $20,000

 

The Hotel Cabana Meeting Space includes one (1) semi-private furnished outdoor cabana and branded signage throughout the event (half day Sunday; full days Monday/Tuesday; half day Wednesday).  The look and feel of the cabanas vary by location; cabanas are available at the Hyatt, Hilton, & Pasea properties. 

Upgrades available.

Health is Wealth: Meditation

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Your mental health is as important as your physical health. Set the tone for each day as you take the time to relax your mind, center your thoughts and prepare yourself for the day ahead.

Storyteller Series: This Is Not Financial Advice

Sunday, September 11, 2022 6:00-6:30pm PT
The Future Proof Boardwalk (Outdoor Event Space)

Investing has become mainstream and nowhere is this better encompassed than in the new documentary film This is Not Financial Advice. Join us as we invite the cast and crew for an open conversation on the mindset of today’s investors, and take a closer look at investing as a cultural phenomenon and show clips from the movie.

MEDIA NETWORKING RECEPTION

JOIN 25+ KEY FINANCIAL MEDIA, INDUSTRY REPORTERS AND OTHER PRESS FOR MEDIA-ONLY EVENING RECEPTION.

AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT TO START THE RECEPTION, CAN GIVE 2-MINUTE OPENING REMARKS, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED THROUGHOUT THE RECEPTION AREA.

PRICE: $40,000

QUANTITY AVAILABLE: 2

Details:

Our Media Networking Reception option includes brand recognition within digital invitations (sent personally to press), exclusive brand placement in the reception area, branded reception decor, brand placement on all cocktail bars and napkins, all F&B, and the ability to provide 2-minute opening remarks. The cost varies based on entertainment, F&B enhancements, and enhanced design elements.

Upgrades available

The Wall of Influence: Sponsored by Motley Fool Asset Management

If you don’t post to social media, did you really attend Future Proof? Bust out your phone and snap a selfie or group shot in front of the Motley Fool ETFs Wall of Influence and let the community know you the world’s first wealth festival #FutureProofAC

"Future Proof Beach Bash" to become "Future Proof Festival Kickoff Party"

Hyatt Regency Huntington Beach Resort

Relax and unwind as you connect with the Future Proof community, as you enjoy and evening of tasty bites, and delicious cocktails as celebrity DJ, DJ Mick sets the vibe as the sunsets on the beautiful Pacific Ocean.

"Future Proof Closing Night Concert" to become "Future Proof Music Festival"

Tuesday, September 13, 2022 4:30-10:00pm PT
The Future Proof Boardwalk (Outdoor Event Space)

The Future Proof Festival experience roles on as we host our annual music festival. This year’s lineup features an array of artists and musicians covering everything from rock classics to hip hop. Come early and stay late sampling the numerous food trucks and bars. Don’t miss headliners rap legend Big Boi and indie pop sensation Fitz and the Tantrums showcase their talents.* * admission is included with your Future Proof Pass.

RIA Executive Leaders Reception

Monday, September 12, 2022 6:00-8:00pm PT
Pasea Hotel & Spa

Join 30+ executives from the country’s top-ranked RIA firms for a VIP evening reception.


If you are an executive leader (or owner) of a fast-growing RIA firm and are interested in participating get in touch with us today. Space is extremely limited.

Bitwise Logo_Word Mark_White

The Future Proof Mural: Sponsored by GTS

No festival is complete without an art exhibit. Future Proof is no different. Watch as Future Proof artist Tony Concep’ genius brings the living mural to life over the 3-day festival. Be sure to stop by booth 400 and tell Tony and Reggie how much you appreciate the art.

Silent Disco: Sponsored by USCF

What is the old saying, dance as if no one is watching? That could not be more true at Future Proof. Relax and lose yourself as you vibe out at the silent disco. Located at booth 402, USCF provides the tunes, and you provide the grooves.

Morning Meditation with Mona:
Sponsored by VRGL

We could all use a little peace and quiet in our lives. Join renowned mediation expert Mona Sharma for a guided meditation and breathwork session to train the mind and body to optimize health and happiness. Join us on Tuesday morning at the Surf City Stage to start your day peacefully. *RSVP is not required; however, those that RSVP will be entered to win a giveaway.

 

Link to RSVP: www.vrglwealth.com/futureproof-2022

Advisor Accelerator Lounge:
Sponsored by FP Transitions

We love some fun at Future Proof, but we know not everything can be fun and games. Stop by booth 405 for a one-on-one consultation with the FP transitions team on all things advisor related. Don’t be shy if you have questions or want to know more about any aspect of running your practice; the Advisor Accelerator has you covered.

The Tiki Hut at Future Proof:
Sponsored by Logicly

One of the best things about attending the Future Proof festival is all the different settings and venues to connect and network with peers and colleagues. Logicly’s Tiki Hut is a must-see, serving up vacation vibes and craft cocktails for you to sit back, soak up the scene as you relax, and take a moment to chat with your friends at booth 307

FintechX Demo Drop

The Future Proof Boardwalk (Outdoor Event Space)

Looking Good with LinkedIn:
In Partnership with LinkedIn

Are you like the rest of us and cringe at your headshot? Cringe no more. We have partnered with LinkedIn to create a professional headshot studio. Stop by booth 302 to get your next favorite profile photo and don’t forget to enter into the free premium membership draw.

The Hydration Station: Sponsored By
State Street Global Advisors

We have all been to countless industry events and seen hundreds of half-drank water bottles left just about everywhere people sit down to connect. Future Proof is doing away with the plastic bottle altogether. In partnership with SSGA, we are giving every attendee an insulated reusable water bottle that can be refilled at our hydration station. Visit the Hydration Station next to the Hyatt footbridge to refill and reuse.

The Observation Deck At Future Proof: Sponsored by Vanguard

Climb up to the top of Vanguard’s observation deck and take in the aerial view of the Future Proof Boardwalk. The observation deck is not the only thing you will find at booth 1108, stop by the lounge to take a meeting or spend some time with Vanguard’s team and learn more about the value of ownership.

Investable Food Investable World:
Sponsored By Morningstar

The popularity of fine dining has exploded with the rise of celebrity chefs, Instagram, and popular TV shows. But there is more to food than pretty Instagram posts and fancy brunches. Join Morningstar and celebrity chef Charlotte Langley as she explores and educates us on the value of sustainable food. Located on the Surf City Stage, pre-registration is required.

 

https://go.morningstar.com/InvestableWorldChefsforImpact

The Grand Unveil

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof does nothing small. Join us on Monday morning for the grand unveiling of our half-mile beachfront boardwalk complete with activations, meeting areas, multiple stages, and everything else you need to make your Future Proof experience truly one of a kind.

All Access: Fitz & The Tantrums

The Future Proof Boardwalk (Outdoor Event Space)

Join your fellow peers for an all access experience with indie pop sentation Fitz and the Tantrums. This excluisve event is a can’t miss experience for any music fan.

All Access: Big Boi

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof is all about experiences. Rub shoulders with Big Boi in this invite-only meet & greet in the Future Proof green room.

Social Audio Experiment: Bloomberg Sports Live

The Future Proof Boardwalk (Outdoor Event Space)

The world of sports is more than just the games. In this unique session, Bloomberg Chief Corresponded Jason Kelly hosts financial advisorJoe Mclean and his superstar sports clients for an in-depth look at the changing world of sports and why more athletes are embracing investing and building wealth beyond the court.

Social Audio Experiment:
Invest Like the Best Live

The Future Proof Boardwalk (Outdoor Event Space)

Recgonized as one of if not the most influential podcasts Invest Like the Best records live from Future Proof. Join host Patrick O’Shanunessy and his guest for indepth look at the markets, investing and the world of business.

Social Audio Experiment: Bloomberg's Masters in Business Live

The Future Proof Boardwalk (Outdoor Event Space)

Hear podcast legend and host of Masters In Business Barry Ritholtz for a can’t miss live recording of the most influential podcast covering the world of business.

Social Audio Experiment:
EYL Presents Market Mondays

The Future Proof Boardwalk (Outdoor Event Space)