4-Day Retreat

MAY 15-18, 2025

Welcome to the

GWM Retreat 2025

We are delighted to invite you to the GWM Retreat 2025, taking place May 15–18, 2025, at the luxurious Le Blanc Spa and Resort Los Cabos.

This invitation-only event is reserved for our top Financial Advisors, and we sincerely hope you can join us for three nights and four days of exclusive experiences.

REGISTER NOW

WELCOME

RESORT | Le Blanc Spa and Resort Los Cabos:


https://los-cabos.leblancsparesorts.com/
Carretera Transpeninsular km 18.4
San José del Cabo, Baja California Sur
C.P. 23400

Le Blanc Spa and Resort Los Cabos is a luxurious all-inclusive resort located in the heart of Los Cabos, Mexico. Situated on the stunning Sea of Cortez coastline, the resort offers breathtaking ocean views and a serene, tranquil atmosphere.

The resort features 373 spacious and elegantly appointed suites, all with private balconies or terraces. Suites offer amenities such as double whirlpool tubs, rainfall showers, and 24-hour butler service.

Le Blanc Spa and Resort is known for its world-class spa, which offers a wide range of pampering treatments using high-end products. The 29,000 square foot spa includes hydrotherapy facilities, saunas, steam rooms, and a state-of-the-art fitness center.

Dining options at the resort are exceptional, with 8 restaurants serving international cuisine. There are also 7 bars and lounges. All meals, snacks, and alcoholic and non-alcoholic beverages are included in the all-inclusive package.

Room Reservation Information:

Your hotel reservation will be made for you based on the details provided during registration. Gibbs Wealth Management will pay for you and your guest's all-inclusive resort fee over the program dates of May 15-18, 2025. The all-inclusive meal package commences with lunch on May 15th and ends with breakfast on May 18th.

Room rates are based on single/double occupancy. Should you have additional guests, you will be responsible for those additional costs. For specific details, please contact Registration Headquarters at Clauvalentine@gmail.com

Upon arriving at the hotel, you will need to stop by the Gibbs Wealth Management Hospitality Desk to pick up your conference materials.

Note: The group welcome reception is scheduled for 6:30 PM on Thursday, May 15th. Please plan your flight to arrive prior to the reception start time.

Check-in is 3:00 PM

Check-out is 12:00 PM

Early or late check-ins/check-outs will be subject to hotel availability and discretion of the hotel. You may be responsible for any additional charges related to late check out.

Extended Stay Information:

If extending your stay outside of your invited dates, the group rate is $1073.00 per room per night, based on availability.

Any pre or post-dates should be requested during your registration. You will be alerted once availability has been confirmed with the hotel. You will have to provide a credit card to secure your extended stay.

Cancellation policy: Your reservation cannot be canceled once placed during the registration process. You will be responsible for full payment should you cancel your reservation once your registration is completed.

Guest Room Features & Amenities:

ROOM TYPE: ROYALE DELUXE PARTIAL OCEAN VIEW

The beautifully appointed guest rooms feature private balconies.

Amenities in each guest room include:

  • 689 Sq. Ft.
  • In-room coffee maker
  • Wi-Fi
  • In-room safe
  • Smart TV with Google and Chromecast
  • Minibar refreshed daily
  • Bathrobes and slippers
  • Iron/ironing board
  • Hair dryer and straightener

The all-inclusive resort includes the following amenities for you to enjoy:

  • Multiple swimming pools.
  • Several restaurants provide a variety of dining options.

At an additional cost you may enjoy:

  • Beach
  • Spa with luxurious rooms & signature healing experiences
  • Beauty Salon
  • Tours and excursions

Note: Invitations are non-transferable. 

RESORT INFO

Agenda

(Agenda subject to change)

May 15, 2025

Registration                                                                11:00 AM – 5:00 PM
Welcome Dinner                                                        6:30 PM – 8:30 PM (Wind Terrace)

May 16, 2025

Meeting                                                                       8:00 AM – 12:00 PM (Sand Ballroom)
Afternoon                                                                   On Your Own

May 17, 2025

Day                                                                               On Your Own
Farewell Cocktail                                                       6:00 PM – 7:00 PM (South Pool Terrace)
Dinner                                                                          On Your Own

May 18, 2025

Departures                                                                 Morning

Note: Invitations are non-transferable.  

Suggested Attire:

Welcome Reception and dinner: Resort casual, bring a light sweater or jacket
Meeting: Resort casual, bring a light sweater or jacket
Dinner: Gentlemen are required to wear shirts with sleeves.  No flip flops, no see-through clothes, no wet clothes. No bare feet at any time in the restaurants.
Ladies: All restaurants require cover ups during lunch.  No see-through clothes, no wet clothes. Resort casual wear for dinner. No bare feet at any time in the restaurants.

 

AGENDA

Air Travel Ticketing Guidelines:

Our group travel management company must book travel for all attendees. Travel booked elsewhere will not be allowed or reimbursed.

Every effort will be made to coordinate the most direct flights. Whenever possible, the lowest negotiated airfare will prevail. All issued tickets will be non-refundable coach tickets, which will carry a penalty to the attendee for any changes.

Any deviations to air travel (upgrades to business or first-class, trip extensions, etc.) resulting in an airfare increase and additional travel agency fees will be at the attendee’s expense and a personal credit card must be provided at time of ticketing.

CABIN UPGRADES – If you are interested in upgrading to either a Business or First-Class seat, please indicate during the registration process.  If you decide to upgrade after your flight has been booked, Carrousel Travel will charge a $50 Processing Fee at your own expense. 

COMFORT SEAT UPGRADES – Please request your seat changes via the airline app to avoid a processing fee. If you request an upgrade from Carrousel Travel, a $50 Processing Fee will be added to your purchase.

Note: Occasionally communications from CARROUSEL TRAVEL AGENCY have gone to attendee's junk.

Air Travel Ticketing Process:

After travel dates have been selected online in the website registration form, you will be contacted by our travel agent via email within 3-5 business days.

Once you approve your flights, your reservation will be ticketed, and a travel itinerary will be sent to you via email. You have 24 hours to approve your itinerary.

Flight Monitoring:

We have a monitoring system in place and will notify you directly of any issues related to your air travel during normal business hours.

If you make your own changes or upgrades to your ticketed flight, we will not be able to send you updates nor make any changes for you.

Ground Transportation:

Ground transportation will be provided to and from the hotel. If you are planning to use another form of transportation than our transportation company, please contact our Registration Headquarters at Clauvalentine@gmail.com

Additional Information:

All penalties and fees applied to any changes that occur after itinerary approval will be the responsibility of the Financial Advisors.

Travel & Ground Transportation

INCLUSIONS

Program Fair Market Value (FMV) Description:

  • Round-trip air from your home city to San Jose del Cabo International Airport (SJD)over invited dates. 
  • Round-trip ground transportation from San Jose del Cabo International Airport (SJD) to Le  Blanc Spa and Resort Los Cabos over invited dates. 
  • Hotel guest room and taxes over invited dates. 
  • All meals as noted on the agenda as group functions. 
  • Luggage porterage handling fee and gratuities. 
  • Housekeeping gratuities over invited dates.

 What is NOT included: 

  • Hotel parking fees. 
  • Any meal costs outside of the group functions or the resort's all-inclusive outlets.
  • Additional costs for room upgrades/additional guests requested and/or extended stay requested. 
  • Gratuities/service fees that you may wish to offer to waiters or service staff who have offered you exceptional service.
  • Airline luggage fees.
  • Travel Medical Insurance.

Guest:

  • You will be able to bring one (1) adult (21+) guest. You will be responsible for any additional guests.
  • Your guest is invited to attend all meals as noted on the agenda as group functions.
  • Round-trip ground transportation from San Jose del Cabo International Airport (SJD)to Le    Blanc Spa and Resort Los Cabos over the invited dates.

Payments:

If staying at the hotel beyond the invited dates, the negotiated group room rate is $1073.00 per room per night, plus applicable taxes and fees.

*Extended stay and/or additional guest room reservations or upgrades are subject to hotel availability. Please allow us at least 3 business days, to request and confirm your requests.

FAQ

When is the Registration Deadline?

The registration deadline is Monday, March 3rd. However, we strongly recommend that you register in advance of the deadline in order to secure the best available flights, especially since flights are expected to be full and limited.

Can I bring a guest to this conference?

You will be able to bring one (1) adult (age 21+) guest to the conference. The guest is allowed to attend all group meal functions and have their round-trip ground transportation in Los Cabos arranged.

In which time zone is the resort located?

Pacific Standard Time.

What are the check-in and check-out times at the hotel?

Check-in time is 3:00 PM. Check-out time is 12:00 PM. Early or late check-ins/check-outs will be subject to hotel availability and at the discretion of the hotel. Any additional cost incurred will be at your personal expense. Complimentary luggage storage is available.

Which meals and beverages are included?

All meals and beverages are included.  Any beverages or meal upgrades will be at the expense of the Financial Advisor.

How do I pay for my incidental charges?

Upon check-in at the hotel, you will be asked for a credit card imprint for any incidental charges you may incur during your stay. You will be required to settle your incidental account at the time of check-out.

Am I responsible for any gratuities onsite?

You are responsible for all gratuities you wish to extend to hotel staff members, except for any hosted group-related meal functions in which Gibbs Wealth Management will cover the service charge/gratuity and applicable tax.

May I extend my stay at the resort?

Due to the nature of high season at the hotel, the hotel may not have availability or be able to provide our group rate pre/post. Extended stay and/or additional guest room reservations are a personal expense and subject to hotel availability.

Once you submit your registration, please allow enough time, a minimum of 3 business days, to communicate your request with the hotel and confirm availability. Gibbs Wealth Management Registration Headquarters will contact you once availability has been confirmed.

How do I get to the hotel?

The hotel is about a 20- 30-minute transfer from San Jose del Cabo International Airport (SJD). Ground transportation will be provided to and from the hotel.

What if I need medical attention while I am in Le Blanc Los Cabos?

If emergency care services are needed, any Hotel staff or family can immediately contact emergency services on behalf of the participant. (Note: Hospitality 24 hour Ext. (0) and Front Desk are the point of contact for emergencies. They can direct the paramedics to the site in the quickest way possible, given their familiarity with the local area. This will ensure the most expedited access to appropriate medical/security care for the participant.) or transfer the client directly to the nearest medical center.

Within the resort:

    • There is a 24 hour “on-call” house doctor permanently around the clock.
    • Nurse on property daily from 7:00 am to 11:00 p.m.
    • Paramedics and ambulances can be reached via Operator dialing (0).
    • The costs associated with medical support must be covered directly by the guest. The amount will depend on the type of the service offered.
    • The nearest hospital is: BlueNet Hospital.
      Approx. 12 minutes (9.1 miles away) from the hotel.

Will I be taxed at year-end for this trip?

You will be taxed for the Fair Market Value (FMV) of your guest portions of this trip, including air travel, accommodations and ground transfers, which at this time is estimated to be $4950.00.

Weather

The average high temperature in Los Cabos during the month of May is 93 degrees Fahrenheit and the average low temperature is 78 degrees Fahrenheit.

Event Attire

In general, Resort-Casual attire is appropriate for the destination and resort. You will want to pack a sweater or jacket since group meal functions will be both indoors and outdoors.

Welcome Reception and dinner: Resort casual, bring a light sweater or jacket
Meeting: Resort casual, bring a light sweater or jacket
Dinner: Gentlemen are required to wear shirts with sleeves.  No flip flops, no see-through clothes, no wet clothes. No bare feet at any time in the restaurants.
Ladies: All restaurants require cover ups during lunch.  No see-through clothes, no wet clothes. Resort casual wear for dinner. No bare feet at any time in the restaurants.

Questions?

Logistics: Claudia Valentine Clauvalentine@gmail.com 770-757-0604

Qualifications: Gibbs Wealth Management Dan Mowery dan.mowery@gibbsfinancialgroup.com

FAQ and Inclusions
REGISTER NOW

QUESTIONS?

Contact Us:
Clauvalentine@gmail.com

Invitation Details

We are pleased to welcome you and a guest (21+). As an all-inclusive, Five Diamond resort, Le Blanc Spa and Resort has earned accolades such as the Tripadvisor Travelers’ Choice Awards 2024. Your round-trip airfare and ground transportation will be arranged, and you will have the option to register your guest during the registration process.

What You’ll Need to Register

  • Your passport and your guest’s passport information.
  • Emergency contact information for both you and your guest.

Getting Started

Explore the event program by navigating through the tabs at the top of this page. When ready, click the “Register Now” tab to secure your spot.

Important Information

  • Tax Details: You and your guest will receive a 1099 Form for this program’s Fair Market Value (FMV). Employees bringing a guest will be taxed accordingly. Additional details can be found under the FAQ Tab.
  • Non-Transferable: Invitations are exclusive to the recipient and cannot be transferred.
  • Registration Deadline: March 3, 2025.

Register Now!

You MUST Register by March 3, 2025

Emergency Contact

Additional Information

Hotel Request

Heads up!

Some of the dates you selected might be outside of the event’s dates of May 15th to the 18th and will require approval by the planner. If so, you'll receive an email once they are approved.

RESORT | Le Blanc Spa and Resort Los Cabos:

Carretera Transpeninsular km 18.4

San José del Cabo, Baja California Sur

C.P. 23400

Le Blanc Spa and Resort Los Cabos is a luxurious all-inclusive resort located in the heart of Los Cabos, Mexico. Situated on the stunning Sea of Cortez coastline, the resort offers breathtaking ocean views and a serene, tranquil atmosphere.

Flight Request

Select how you’d like to book the flights for you and your guests (must match passports).
*If you choose to book your flights independently, you are responsible for the cost*

Guest Registration

Image/Film Release

Opt-In Vendor Communication

Health and Safety Reminder

Medical Insurance

GIBBS WEALTH MANAGEMENT, LLC. STRONGLY SUGGESTS PURCHASING INTERNATIONAL MEDICAL AND AIR EVACUATION/AIRLIFT INSURANCE. GIBBS WEALTH MANAGEMENT, LLC. DOES NOT ENDORSE ANY TRAVEL INSURANCE COMPANY. THE FOLLOWING ARE JUST A FEW EXAMPLES WHERE YOU CAN COMPARE INTERNATIONAL MEDICAL INSURANCE COVERAGE AND ESTIMATES. United Health Safe Trip - https://www.uhcsafetrip.com/ Allianz Travel Insurance - https://www.allianztravelinsurance.com/ Travel Guard - https://www.travelguard.com/

See you there!

RESERVE YOUR SPOT

Contact Info

Our Location

3980 Old Milton Parkway
Alpharetta, GA 30005

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