UI Charitable Advisors is excited to announce our participation in the Future Proof Retreat, taking place in May 2025! This highly anticipated event that gathers 500+ wealth management CEOs, CIOs, CTOs, COOs, CMOs, and fast-growing financial advisors for an unconventional wealth management retreat.eat in a serene alpine setting

Why Future Proof?

The Future Proof Retreat is a premier conference designed to equip wealth management and financial professionals with the tools and insights needed to drive their businesses in an evolving landscape. With a focus on innovation, collaboration, and networking, the event brings together changemakers committed to elevating financial planning and advice.

At UI Charitable Advisors, our mission is to empower financial advisors with strategic philanthropic solutions to maximize their client’s charitable interests. Attending Future Proof allows us to stay at the forefront of industry trends and connect with fellow leaders dedicated to providing forward thinking financial advice.

Our Goals for Future Proof 2025

As we prepare for the retreat, our team at UI Charitable Advisors is focused on:
🔹 Sharing perspectives on emerging trends in philanthropy
🔹 Strengthening partnerships with financial advisors and wealth managers
🔹 Elevating strategic philanthropy amongst the financial planning community

Join the Conversation!

Are you attending the Future Proof Retreat in May 2025? We’d love to connect! Whether you’re a wealth manager or financial advisor that is passionate about learning best practices in philanthropic planning, let’s start the conversation.

📅 Stay tuned for updates as we share insights and key takeaways from the event!