Location
L'Auberge Del Mar
1540 Camino Del Mar, Del Mar, CA 92014
1540 Camino Del Mar, Del Mar, CA 92014
Date
10:15 am February 25
12:30pm February 27, 2026
12:30pm February 27, 2026
Each year, Jambalaya Group hosts this conference to give the amazing advisors we work with a chance to come together in one stunning location. Our Annual Advisor Conference is an exciting opportunity for you to listen to compelling speakers and content, receive industry updates, and best of all, network with your peers.
The conference will be held at the L'Auberge Del Mar, located in lovely Del Mar, California. Affectionately known as being the heart of Del Mar, the resort overlooks the Pacific Ocean from one of Southern California’s most picturesque coastal villages.
The conference will be held at the L'Auberge Del Mar, located in lovely Del Mar, California. Affectionately known as being the heart of Del Mar, the resort overlooks the Pacific Ocean from one of Southern California’s most picturesque coastal villages.
Who can attend?
The 2026 Jambalaya Group Advisor Conference can be attended by owners, advisors and AFAs. Other team members, including Operations Managers, are not able to attend. Attendees may bring significant others and/or family members but they will not be able to attend any of the Jambalaya Group sponsored events. This includes the daily conference and dinners/group outings.
Because we partner with wholesalers to put on this event, we cannot allow any outside non-Ameriprise attendees to attend the Jambalaya Group sponsored events.
Because we partner with wholesalers to put on this event, we cannot allow any outside non-Ameriprise attendees to attend the Jambalaya Group sponsored events.
What's the cost?
You will be responsible for your airfare, room rate each night, and any activities, food and beverage, or transportation outside of the Jambalaya Group sponsored events.
The conference fee is $800 per attendee. Once you register, we will send you a link to pay the conference fee.
The conference fee is $800 per attendee. Once you register, we will send you a link to pay the conference fee.
When to register?
Registration has closed. Please reach out to Megan Scher if you would like to attend.
When and how to reserve your room?
The room rate is $409 per night. Please reach out to Abigail Schafer - [email protected], to reserve your room.
Room rates will be subject to a non-commissionable daily resort fee of $30.00 plus taxes per room per night.
What to wear?
We want you to be comfortable, so for the conference, dinners, and group outings, business casual or casual dress is great.
Where to Park?
The hotel offers 24 hour parking for overnight hotel guests with in and out privileges at $60 per day. Parking rates due not include valet gratuity and are subject to change.
Golf at Torrey Pines Golf Couse
Golf is currently full! Attendees will have the unique opportunity to play at the world-renowned Torrey Pines Golf Course on Thursday, February 26, 2026.
Conference Location
L'Auberge Del Mar
"Our casual yet upscale Four-Diamond resort overlooks the Pacific Ocean in the heart of picturesque coastal village Del Mar. Discover an experience reminiscent of a private coastal estate with luxurious rooms, gourmet dining, an ocean-inspired spa, relaxing pool area, and private access to the beach. We boast a serene yet convenient location near local shops, restaurants, galleries, scenic hiking trails, golf courses, and unlimited outdoor activities and attractions. " - L'Auberge Del Mar
"Our casual yet upscale Four-Diamond resort overlooks the Pacific Ocean in the heart of picturesque coastal village Del Mar. Discover an experience reminiscent of a private coastal estate with luxurious rooms, gourmet dining, an ocean-inspired spa, relaxing pool area, and private access to the beach. We boast a serene yet convenient location near local shops, restaurants, galleries, scenic hiking trails, golf courses, and unlimited outdoor activities and attractions. " - L'Auberge Del Mar
Agenda
Wednesday, February 25
10:15-10:30 Am
Welcome & Kick-Off - Jambalaya Group
Platinum Ballroom
10:30-11:30 AM
Business Owner Exit Planning BluePrint - Kevin Hansen, Director of Retirement Solutions, Principal
Learn how business valuation reviews can deepen relationships with business owner clients while uncovering meaningful planning and growth opportunities.
11:30-12:30 Pm
Team in the Modern Era - T.Rowe Price
Description to come!
12:30-1:15 pm
Lunch
Sunset Terrace - Next to the Adelaide Restaurant
1:15-2:15 PM
Elite Teams: Client Onboarding Processes that Drive Results - First Eagle Funds
Discover how leading advisors elevate client experiences by aligning expectations, building cohesive team processes, and multiplying their most valuable relationships. This session breaks down the behaviors that drive retention, advocacy, and sustainable growth.
2:15-2:30 PM
Break
2:30-3:30 pm
Structure & Soul: A Framework for Leading Through Change - Theresa Ward, Fiery Feather, Sponsored by Fidelity
In a world of nonstop change, this session will help leaders blend steadiness with agility. Theresa will share practical tools to stay balanced, strengthen team alignment, and drive impactful outcomes for clients and the business.
3:30-4:30 pm
Legacy Landscapes: Leveraging Wealth Transition Lessons - Holly Swan, head of Wealth Solutions for the Global Client Strategy, Allspring Global Investments
4:30-6:00 pm
Leisure Time
5:00-6:00 pm
Next Gen Happy Hour (Invite Only)
Monarch Ocean Pub - Across the street from the L'Auberge
6:00-9:00 PM
Dinner at Monarch Ocean Pub
Across the street from the L'Auberge
Thursday, February 26
7:45-8:15 Am
Breakfast
Sunset Terrace
8:15-8:30 Am
Day Two Kick-Off - Jambalaya Group
Platinum Ballroom
8:30-9:30 AM
Conflict Management Strategies - Brett Michener, Franklin Templeton
Learn how to recognize and leverage the five conflict modes using the TKI® Assessment to navigate disagreements, improve relationships, and drive better outcomes across your team.
9:30-9:45 AM
Break
9:45-10:30 Am
Capacity Planning for the Future - Michael Lawson, Franchise Field VP, Ameriprise Financial
Description to come!
10:30 Am
Lunch for Golfers
Boxed lunches served outside the conference room.
10:30-12:00 pm
Structure & Soul "Leaders Lab" - Theresa Ward, Fiery Feather
This interactive workshop will take a deeper dive into the framework introduced on Day 1. Theresa will guide the audience through practical reflection exercises and discussion prompts to convert insights to impact. You'll walk away with personalized habits and techniques that you can immediately activate to drive desired outcomes for your firm - both financial and cultural.
12:00-1:00 pm
Lunch
Sunset Terrace
1:00 pm
Afternoon at your leisure
Friday, February 27
7:45-8:15 Am
Breakfast
Sunset Terrace
8:15-8:30 Am
Kick-Off Day Three - Jambalaya Group
Platinum Ballroom
8:30-9:30 Am
A.I. Beyond ChatGPT - Federated Hermes
Description to come!
9:45-10:45 Am
Advanced Insurance & Annuity Panel - Flavia Erickson, Divisional Vice President - Elite Practices, RiverSource
10:45-11:45
The Great Wealth Transfer Blueprint - Cynthia Chamberlayne, Senior Investment Strategist, Advisor Enablement, BNY Mellon
A strategic session on preparing your advisory practice for major industry shifts—focusing on attracting next-gen clients, deepening loyalty, and building a scalable firm using actionable Growth Blueprints.
11:45-12:00 pm
Conference Wrap Up
Boxed lunches will be available for you to take on the go.
Sights, Fun, and Food in Del Mar
Del Mar has a wide variety of activities for everyone to enjoy, from shopping, delicious food and time at the beach. Below is a list of attractions and restaurants for you to consider while in Del Mar.
Powerhouse Park
Located right above the beach, this part has great views of the Pacific Ocean. Three blocks from the L'Auberge
Jake's Del Mar
Delicious sea side eatery with floor to ceiling windows over looking the Pacific. Jake's is the sister restaurant of the famed Duke's on Waikiki Beach. We highly recommend the Duke's Mai Tai! Jake's
Spa at L'Auberge
Indulge in holistic, therapeutic treatments to calm the body and inspire your senses. The spa at the L'Auberge features a diverse selection of massages, body wraps, and facials designed to soothe the mind, body, and soul. The Spa
Torrey Pines Golf Course
Torrey Pines Golf Course is a 36-hole facility owned by the City of San Diego, originally designed by William F. Bell. The South Course was redesigned in 2001 by Rees Jones in preparation for the 2008 U.S. Open and is now 7,698 yards with a par of 72. The North Course is 7,258 yards in length with a par of 72.
We are working with the course to reserve tee times for 30 golfers. Fees will be paid by golfers. Torrey Pines Golf
We are working with the course to reserve tee times for 30 golfers. Fees will be paid by golfers. Torrey Pines Golf
Del Mar Race Track
Thoroughbred horseracing track hosts major meets. Check out their events calendar to see what is happening! Del Mar Race Track
Viewpoint Brewing Company
Located about a mile from the L'Auberge, Viewpoint is the city’s first brewery, bringing together the diverse perspectives of a collaborative group of longtime members of the culinary and craft brewing communities. Viewpoint Brewing Co
Del Mar Mesa Preserve
900-acre preserve offering hiking & mountain biking trails, seasonal wetlands & scenic canyon views.
Getting Around
Beach Cruiser Rental
The hotel offers beach cruiser rentals for you to explore use to explore Del Mar. Rental fee is included with your resort fee.
Village Shuttle
The Village Shuttle can take you within a two mile radius of the hotel.
The hotel offers beach cruiser rentals for you to explore use to explore Del Mar. Rental fee is included with your resort fee.
Village Shuttle
The Village Shuttle can take you within a two mile radius of the hotel.
Thank you to our sponsors!
