Adventures to FI RetreatLearn from FI Experts in Montana beauty
About the Adventures to FI Retreat
Located at beautiful Whitefish Lake Lodge, Adventures to FI retreat focuses on building a life you love on the way to FI and beyond. Choose between a standard two day ticket or a four day VIP experience.
Adventures to FI provides an opportunity to learn from some of the smartest and most dynamic voices in the financial independence community while enjoying beautiful Montana just outside of Glacier National Park.
You have the option of a two day event more focused on creative paths to FI and looking at FI math beyond the 4% rule, enabling you to reach your FI lifestyle much faster.
Adding two extra days with the Premium ticket will give you a smaller group size of 25, VIP experiences and activities, group meals and mastermind times with the speakers. During the VIP days, we’ll take a deep dive into intentional and connected living, clarifying your vision for your FI lifestyle so you can make those changes sooner rather than later.
Host and Speakers
Adventure to FI speakers are carefully selected based on their knowledge of FI and how to design a life you love on the way to FI. Each brings unique backgrounds, perspectives, and personalities.
Meet Your Host: Jillian Johnsrud
Jillian is a sought after speaker, coach, teacher, and host of the Everyday Courage podcast. Having done hundreds of coaching hours helping people create a life they love before and after FI, she offers helpful insights on that journey.
Cohost of ChooseFI podcast, Jonathan is extremely knowledgeable about financial independence and intentional living. His energy and optimism are contagious. He was a guest on Everyday Courage episode 47 .
Dr. Kerry Ann Rockquemore
Kerry Ann worked as an accomplished professor and CEO of a coaching company. In her post carrer life she runs the Joy Collective a community focused on life planning. Her warmth, intelligence and humor make her a dynamic teacher. She has been a guest on Everyday Courage episode 1 and 39 .
A two-day event starting with a Friday night reception (Oct 1st, 2021), Saturday and Sunday teaching times (Oct 2 and 3rd), and departing Monday morning.
Find extra clarity and confidence on your path to financial independence with like-minded FI friends. We will start with a Friday night mixer to get to know other people on the FI path.
Saturday and Sunday you will have 3-4 hours of teaching and panels each day to take a deeper look at FI math and alternate ways to create your FI lifestyle faster. You’ll hear from Jillian and each guest speaker.
During the teaching times, you will break into small groups of 10 using a mastermind process; sharing personal goals and challenges then having the small group brainstorming solutions for you to implement when you get home.
A light breakfast will be served each morning along with coffee and tea.
There will be plenty of time to explore Whitefish, sit by the fireplace or enjoy the outdoors.
A parting Monday morning snack will be served to say goodbye.
Included: Friday night reception, two days teaching and group work, learning materials, two light breakfasts and a boxed lunch. (Does NOT included accommodations, must be booked separately.)
Add two extra days to your Standard ticket with the Premium ticket. Starting Wednesday night (Sept 29, 2021), you’ll be part of a smaller VIP group with a maximum of 25 guests. Over two days you’ll have extra sessions, a group activity and a (weather permitting) tour into Glacier National Park.
With the Premium Ticket, you get everything included in the Standard ticket plus two extra days of smaller group VIP teachings and experiences.
The teaching and meals for the VIP group will be hosted in a luxury home that is located on the resort.
Wednesday night will start with a mixer and light dinner in the luxury home with the speakers and 25 other participants.
Thursday we have 2 hours of teaching and small group work with the guest speakers. Weather permitting, we will take a group trip into Glacier National Park.
Friday will have 2 more hours of teaching and group work along with a group activity in downtown Whitefish before joining the larger group at the Friday night reception.
Thursday and Friday teaching sessions will focus on how to live a more connected life and leverage those connection tools to be more confidant and couragous in life transistions. Saturday and Sunday we will join the larger group.
Four additional meals are included to give everyone extra time to socialize and chat with other participants and speakers.
Included: Everything Standard Tickets offers PLUS: 4 group meals with speakers, VIP excursion and activity, 2 small group teaching sessions, 2 small group masterminds. (Accommodations NOT included, must be booked separately.)
Wednesday Sept 29th*
5 pm-9 pm Welcome Reception and Dinner
*Premium Ticket Holders
Thursday Sept 30th*
Trip to Glacier
*Premium Ticket Holders
Friday Oct 1st
Whitefish Activity *
4-6 pm Check-In for Standard Ticket
6-8 pm Full Group Reception
*Premium Ticket Holders
Saturday Oct 2st
9-11 am Morning Teaching
3-5 pm Afternoon Teaching
7-9 pm Various meet up options or free time
Sunday Oct 3rd
9-12 Morning Teaching
3-9 pm Various meet up and group activity options or free time
Monday Oct 4th
Morning goodbyes and snacks
A look at past retreats I have hosted at Whitefish Lake Lodge.
You are responsible for booking your own accommodations as they are not included in ticket prices. You are welcome to stay anywhere you like for your accommodations! There is local camping and a variety of hotel options in the area.
The event is held at Whitefish Lake Lodge and many of the activities will take place there. The lodge has recently reached full capacity, and no longer has vacancy. One recommendation is Whitefish Ski Resort for lodging which is approximately a 15 minute drive from the event. For attendees, I will provide access to a shared room document to help connect those looking to split a room.
Estimated cost per room at the recommended ski resort is between $159 to $289 for single rooms, 1-3 bedroom apartments, and condos.
For transportation there are multiple car rental agencies in the area, or you can use a car sharing platform like Turo for more affordable options.
Update April 27, 2021: It looks like everyone will be able to be vaccinated by October. To maintain the safest event, I strongly recommend being vaccinated, if possible. Proof of vaccination won’t be mandatory, unless it contradicts the CDC guidelines. If you are unable or unwilling to be vaccinated, you will be responsible for the cost of the event if you develop a fever or Covid like symptoms and aren’t allowed to attend the event. I want to hold the safest and most enjoyable event, which largely depends on attendees being vaccinated.
I am optimistic based on Dr. Fauci’s timeline for small in person gatherings by late 2021. In his statement (Oct 2020), a viable vaccine should be ready early in 2021 and most activities can resume by Summer 2021 with the exception of very large indoor events (over 1000 people.)
In the situation that this isn’t the case, our tentative Covid plan has three parts.
1. If by July, airline travel isn’t recommended or small in person gatherings are still prohibited, I have a contingency plan to push the entire event to 2022 with our venue.
If those things are allowed but for whatever reason, you don’t feel comfortable traveling, there are two options. In July 2021, you can opt to:
A. Transfer your ticket to someone else with no transfer fee. (I will create a waitlist shared spreadsheet to connect parties, but won’t handle the money.)
B. You can opt to save your ticket for the 2022 event.
My goal is to have a safe and comfortable event for everyone! Adventures to FI total guest size won’t exceed 100 guests for the 2021 event. The event space is able to socially distance up to 115 people. The luxury home is 3000 sf with ample outdoor space to spread out. Extra sanitizing measures will be in place. Masks may be required indoors depending on state and US recommendations. If a person starts presenting Covid symptoms at the event, testing or quarantine from the group will be required, and a refund will be provided for that person for the remainder of the event.
Buy your ticket for the 2021 Adventures to FI retreat in Whitefish Montana. Tickets are first come, first serve, after that people will be added to the waitlist. (The 2020 event sold out in 10 days.)