REALM_white

SMALL, INTIMATE GATHERINGS FOR MEANINGFUL CONNECTION

Wealth Redefined

30A LUXURY SALON
SEPTEMBER 30 - OCTOBER 1

  • Industry-Leaders

    Industry Leaders

    Lorem ipsum dolor sit amet, consectetur adipiscing elit.

  • Hover message
  • Hover message
  • Hover message

Discover. Connect. Celebrate.

00

Days

00

Hours

00

Minutes

00

Seconds

Join over 55 leading industry experts and thousands of peers from around the world in San Francisco for the 2023 Apex Summit. During this three-day event, you'll discover the latest industry tactics, trends, and technology, learn how to level up your methods from experts, and build your network in a laid-back, fun environment.

REALM SALON
September 30 - October 1, 2026

30A
Florida

REGISTRATION $500
Guest Registration $1000

A Luxury Salon in 30A.
Establishing the New Definition of Wealth

WEALTH REDEFINED | REALM SALON AT 30A
Wealth Redefined

What if the greatest luxury wasn't what you own—but how you live?

Join an exclusive gathering of REALM members and industry leaders for Wealth Redefined, an intimate salon exploring the evolving priorities of today's affluent clients. Set against the iconic backdrop of Florida's coveted 30A coastline, this immersive experience will challenge the traditional definition of wealth through the lenses of wellness, time, and long-term value.

What You'll Experience

  • Thought-provoking conversations with leaders in luxury real estate, wealth management, architecture, wellness, and hospitality.

  • Two dynamic panel discussions exploring intentional living, holistic wealth, and the future of luxury.

  • An optional wellness morning featuring movement, mindfulness, and connection.

  • Curated networking with REALM members and strategic partners.

  • An exclusive evening featuring cocktails at the renowned Justin Gaffrey Gallery, followed by dinner at a spectacular Southern Holiday Homes residence and a one-of-a-kind luxury raffle.

You'll Walk Away With

  • A fresh perspective on what today's affluent clients truly value.

  • Strategies to elevate your role from transaction manager to trusted lifestyle advisor.

  • New ideas for creating deeper client relationships and long-term loyalty.

  • Meaningful connections with some of the industry's most influential professionals.

This isn't just another real estate event—it's a conversation about the future of luxury living and the evolving definition of wealth.

Le-Petit-Pali
Sentinel

Agenda

11:30 am
Shuttle departs Le Petit Pali St. Helena

12:00 pm
Pacaso listing experience for lunch & learn hosted by Pacaso

2:30 pm
Shuttle departs for the winery tours in Napa

4:15 pm
Shuttle departs winery for Sentinel Winery with Private Jet Services

4:30 pm
Tour and wine tasting at the private Sentinel Winery hosted by Private Jet Services

6:30 pm
Event concludes; shuttle returns to Le Petit Pali

All locations and timing are subject to change.

Elevate-Hawaii-3
ITINERARY
11:30 am
Shuttle departs Le Petit Pali St. Helena
12:00 pm
Pacaso listing experience for lunch & learn hosted by Pacaso
2:30 pm
Shuttle departs for the winery tours in Napa
4:15 pm
Shuttle departs winery for Sentinel Winery with Private Jet Services
4:30 pm – Tour and wine tasting at the private Sentinel Winery hosted by Private Jet Services6:30 pm – Event concludes; shuttle returns to Le Petit Pali
Register Now

Elevate Hosts

Martha & Dennis Rush Follow me on LinkedIn

Compass Maui

Mary Anne Fitch Follow me on LinkedIn

Coldwell Banker Island Properties

Dano Sayles Follow me on LinkedIn

Coldwell Banker Island Properties

Chelsea Dimin Follow me on LinkedIn

Compass Maui

Agenda

We’re pleased to share the overview agenda for Elevate Maui. All locations and timing are subject to change.

Arrival

Monday, Nov 3

Elevate

Tuesday, Nov 4

Closing

Wednesday, Nov 5

1:00 PM

Wailea Beach Villa Tour + Wailea/Makena Area Education

3:00 PM

Pūpūs Hosted by Dano Sayles

Ho'olei Ocean View Rooms by Coldwell Banker Island Vacations.

5:00 PM

Welcome Pūpūs + Drinks

Hosted by REALM Members Martha & Dennis Rush.

8:00 AM

Networking Breakfast

10:00 AM

Scenic Travel to West Maui

11:30 AM

Oceanfront Listing Tour + Hua Momona Farms Chef Experience

Hosted by Mary Anne Fitch.

1:45 PM

Plantation Estate Experience

Hosted by Chelsea Dimin.

3:00 PM

Return to Wailea/Makena Area

7:00 AM

Snorkel Tour to Molokai

Brunch, DJ and water activities. Departure at 6:00 AM HST.

12:00 PM

Return to Wailea/Makena Area

Space is intentionally limited to preserve the intimate salon experience. Reserve your seat today.

Register for Wealth Redefined

30A Registration

Registration

$500

Includes:

  • Registration for one person
  • All events

Registration does not include accommodations and room expenses. 

Register
WaterColor Resort

Accommodations Host Hotel

WaterColor Inn
REALM Room Block

To reserve your accommodations at the REALM 30A Salon group rate of $782 per night, please call 866-426-2656 and let the reservations team know that you are attending the REALM 30A Salon and would like to reserve within the REALM 30A Salon room block.

34 Goldenrod Circle
Santa Rosa Beach, FL 32459

 

WaterColor Inn
The Lodge 30A

Accommodations Alternative Hotel

The Lodge 30A

For those seeking an alternative accommodation option, The Lodge 30A offers rooms at competitive rates. Please visit The Lodge 30A for more information and reservations.

4721 East County Highway 30A
Santa Rosa Beach, FL 32459

 

The Lodge 30A

AGENDA

Presented by The Richards Group at Compass in partnership with REALM Global.

Everything happens within a few miles of WaterColor Inn, and shuttles run between venues all day. You will not need your car.

Wealth Redefined

Thursday, Oct 1

6:30 AM - 9:00 AM

Sunrise Ritual

7:00 to 9:00 AM
43 Fort Panic, a private Gulf-front residence

A guided movement session at the water's edge led by Kenzie Burleigh, A juice bar and refreshments run throughout. Mats and instructors are provided. Bring yourself and very little else. Wear whatever you move in. You will be barefoot in the sand for part of it.

Space is limited to 25 guests and RSVP is required.

Getting there: The shuttle departs WaterColor Inn at 6:30 AM. Please be in the lobby by 6:30. Return shuttles leave 43 Fort Panic at 8:30 AM and again at 9:00 AM.

8:30 AM to 10:30 AM

Breakfast

WaterColor Lakehouse

An open window, so come straight from the beach or come at ten. A brief welcome at 9:30.

Getting there: The Lakehouse is a half mile from WaterColor Inn, about a ten minute walk. Resort golf carts are available if you would rather ride.

10:30 AM to 11:00 AM

Opening Remarks

WaterColor Lakehouse

Julie Faupel, Founder of REALM Global, and Allison Richards, Principal of The Richards Group at Compass, open the day. Brandon Youngs of Southern Holiday closes with the Alaqua Animal Refuge raffle. Wear Coastal casual. The Lakehouse runs cool inside, so bring a layer.

11 AM to 11:30 AM

Panel One: Wellness Discovered

Wellness as an asset, and how it shapes where clients live, build, and invest.

Moderated by Aaron Colby-Begovich, REALM Global
- Geoff Chick, Principal, Geoff Chick and Associates
- Chelsea Kmiec, Founder, Elurai Group
- Allison Richards, Principal, The Richards Group at Compass

11:30 AM to 11:45 AM

Break

11:45 AM to 12:30 PM

Panel Two: Wealth Redefined

Wealth strategy, legacy, and where the two meet lifestyle.

Moderated by Aaron Colby-Begovich, REALM Global
- Kristen Comeau, Mercer Advisors
- Julie Faupel, Founder, REALM Global
- Brandon Youngs, Southern Holiday

12:45 PM to 2:00 PM

Lunch

Seated lunch to close the daytime programming.

2:00 PM to 4:00 PM

Afternoon at Leisure

Refresh for the second half of the day. The next shuttle leaves at 4:00 PM.

4:30 PM to 6:00 PM

The Artist's Hour

Justin Gaffrey Gallery, 21 Blue Gulf Drive

A private tour of the gallery with Justin Gaffrey, paired with wine and cheese.

Getting there: The shuttle departs WaterColor Inn at 4:00 PM and returns by 5:45 PM.

6:00 PM to 9:00 PM

Dinner and Bonfire on the Gulf

8854 East County Highway 30A, Inlet Beach

Cocktails on arrival, a champagne toast from Allison Richards at 6:45, dinner by a private chef at 7:00, and a bonfire on the beach at 7:30. The bar is open all evening. Wear dressy but easy. You will end the night on the beach, so choose shoes you can walk in sand in, or plan to take them off.

Getting there: The shuttle departs WaterColor Inn at 6:00 PM. This is the longest drive of the day at roughly 25 minutes. Return shuttles leave at 9:00 PM and 9:30 PM.

GOOD TO KNOW

The raffle. A raffle benefiting Alaqua Animal Refuge runs through the day with a goal of $5,000. Details at opening remarks.

Capacity. The Sunrise Ritual is capped at 25 guests. Everything else is open to all attendees.

Home base. WaterColor Inn, 34 Goldenrod Circle, Santa Rosa Beach. Every shuttle begins and ends here.

Allison Richards Follow me on LinkedIn

Founder and Principal
The Richards Group at Compass 30A
NP--97

The Big Sky Real Estate Co.

The Big Sky Real Estate Co. is the trusted leader in luxury real estate sales and marketing throughout Big Sky. Recognized for its deep local knowledge, sophisticated marketing strategies, and unwavering commitment to client success, the brokerage elevates every property through thoughtful positioning and exceptional representation. By combining market expertise with personalized service and skilled negotiation, The Big Sky Real Estate Co. delivers a seamless experience and results that consistently exceed expectations.

Learn More
One&Only_MoonlightBasin_P2_Drone_Jon-6221_MASTER

Lone Mountain Land Company

Lone Mountain Land Company is the premier developer behind many of Big Sky’s most transformative communities and experiences. Driven by a commitment to thoughtful planning, exceptional design, and environmental stewardship, the firm creates places that honor the surrounding landscape while enriching the lives of those who call them home. Supported by the resources and expertise of CrossHarbor Capital Partners, Lone Mountain Land Company continues to shape the future of Big Sky through visionary development, enduring quality, and a legacy of responsible growth.

Learn More
Vesta

Vesta Home

A LUXURY STAGING, INTERIOR DESIGN + FURNITURE STUDIO

Vesta blends high-style design with real-life comfort on a scale that no other company can match. 

Our full-scale interior design services, expert staging (we're the largest luxury home staging firm in the country), custom furniture production and devoted customer support make us an all-in-one source for the real estate trade, design trade and homeowners. 

Learn More
REALM_white

concierge@realm-global.com