The Reset Retreat: A Work/Life Recharge
August 13-15, 2025 - Marin County, California
A 2-Day Overnight Professional Development Retreat
*View future dates for The Reset Retreat here.
The Reset Retreat teaches you how to cultivate the qualities of mind and essential communication skills that lead to well-being and success, at work and in life.
Enjoy an overnight retreat experience in the breathtaking Marin Headlands (just north of San Francisco) on the edge of the Pacific Ocean, offering a space to unplug, reset your nervous system, and rediscover the clarity that emerges from stillness, so that you can come home to a more grounded, spacious self.
This is an opportunity to move away from the idea that being busy equals being valuable, and instead focus on cultivating your most important asset — your presence.
Benefits of This Retreat:
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Elevate your work-life through effective daily practices and routines. Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Shift from a mindset of fear and scarcity to one of "enough," which is where our boundless potential lies. Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Immerse yourself in a community that fosters compassionate insight and collaboration. (Studies show that we learn most from people outside our everyday inner circles.) Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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The Experience:
Mindful Actions: You’ll learn how to develop actionable daily routines tailored to wellness and success, with a specific focus on what’s easily doable and within your control.
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 work and personal life so that you find joy and satisfaction in the process of building your business, while also deepening your relationships.
Circles of Wisdom: Engage with seasoned peers in an atmosphere of safety and openness, where you draw from the collective wisdom.
"This retreat is a must for me at least once a year to rediscover mindfulness, intention, inspiration, and peace."
– ARI H.
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.
Silent Beach Walk: A concluding walk that is an invitation to integrate and embody what you’ve learned.
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).
Sound Bath: Resonant tones wash over you, helping to release tension, quiet the mind, and restore your body's natural harmony.
Nature Hikes: Experience nature as the backdrop for heart-centered business and life conversations.
“I love how connected I feel after this retreat. Connected to nature, the community of people attending, connected to my body, breath, and spirit."
– LAUREN B.
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 destination that mirrors the inner calm we strive to cultivate in our lives.
- 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.
- Financial Advisors can earn 8 hours of continuing education credits by attending this program.
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.
Includes:
Training
Program
Overnight Accommodation
6 Vegetarian Meals
Snacks & Refreshments
Get Tickets
Frequently Asked Questions
Begin Your Work/Life Reset
“This is my second time attending. What I love about this retreat is the time to reset and connect with other conscious entrepreneurs in a most gorgeous setting."
– RANA W.
About Your Instructor
Spencer Sherman (MBA, CFP®) is a leading financial advisor, meditation teacher, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to business and life. He challenges his clients and students to rethink “rules” and enliven their work using evidence-based, yet highly accessible emotional intelligence practices, so they can envision their work and their lives in a more meaningful way. Spencer has done over 30 week-long meditation retreats and has been practicing since age 21. He is a Certified Mindfulness Teacher through Search Inside Yourself (Sourced at Google) and a Qualified MBSR teacher. He has been leading the Mindful Advisor Retreat and The Reset Retreat for over 10 years.
