Annual Investment & Reservation Policy
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The Reserve™ Inner Circle
Annual Membership Investment
$2,000 one-time fee due in January 2027 OR
$175 per month over 12 months starting in January 2027
Membership includes exclusive access to year-round executive programming, including Reserve™ Executive Dinners, Roundtables, Masterminds, a private executive community, and the opportunity to begin the year together at The Reserve™ Annual Summit in Napa Valley, the foundational experience of the Inner Circle year.
The Reserve™ Annual Retreat
January 7–10, 2027 | Napa Valley
Retreat Investment
$4,000
The Annual Retreat is reserved exclusively for Reserve™ Inner Circle members.
Your Retreat investment includes executive programming, curated dining experiences, winery excursions, welcome gifts, leadership materials, and personalized experiences throughout the weekend.
Airfare, hotel accommodations, and transportation to/from hotel are booked separately through our preferred room block.
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Because The Reserve Retreat™ is an intimate, invitation-only experience with advance commitments to our hotel, wineries, private dining partners, custom gifts, and exclusive experiences, all reservations are subject to the following policy.
Payment Options
Pay in Full
- $4,000 due by October 1, 2026
Three-Payment Plan
- $1,000 due October 1, 2026
- $1,500 due November 1, 2026
- $1,500 due December 1, 2026
Cancellation Policy
- Beginning November 1, 2026: Your $1,000 deposit becomes non-refundable.
- Beginning December 1, 2026: All payments are non-refundable.
Why We Have This Policy
The Reserve Retreat™ intentionally limits attendance to preserve the quality of the experience. Significant deposits are committed months in advance for luxury accommodations, private winery experiences, catered meals, custom gifts, and personalized materials.
Thank you for understanding that this policy allows us to deliver the elevated experience every participant expects.