Thank you for your interest in joining the Integrative Wealth Advisor Introductory Retreat! Please complete this short application to be considered for participation in the upcoming IWA Intro Retreat September 9-11, 2026 in Joshua Tree, CA.

Your responses will help us curate a cohesive, high-intentional group and ensure this experience is the right fit for where you are on your journey.

We look forward to meeting you!

Breanna Rae Blaney & The Anya Institute Team

First Name *

Last Name *

Phone *

Email *

City *

State

Country

Professional Background

Current Job Title: *

Organization/Firm Name: *

Years of Experience in the Financial/Wealth Management Industry: *

LinkedIn Profile (optional):

Alignment with the Program’s Focus

How do you currently define wealth? *

What inspired you to apply for the IWA Intro Retreat? *

What is your vision for how you desire to serve clients? *

What are you hoping to walk away with from this retreat? *

Personal transformation / clarity

Community & connection

Tools & frameworks for client work

Exploration of full IWA Certification

The nature of this retreat is highly experiential. Are you comfortable with somatic practices, meditation, art, and other sensory modalities? *

Very comfortable

Open but new to it

Unsure / hesitant

Closing Reflection

Is there anything else you’d like to share so that we can get to know you better?

Final Step

How did you hear about the IWA Intro Retreat? *

Were you referred by anyone at the Anya Institute or its members? *

We’re building a tight knit community of Integrative Wealth Advisors, if you have someone that would be a great fit, please enter their email here.

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