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Welcome

STEP INTO THE UNCONFERENCE: AN IMMERSIVE SALES & MARKETING EXPERIENCE BROUGHT TO YOU BY GOOD BRAND & OUR INDUSTRY PARTNERS.

Exhausted by the conference grind? Picture your typical conference: big ballrooms, large crowds, and a lot of information that you don’t need or can’t use. Now, imagine a different world. Welcome to the Life Plan Marketing Summit 2026, where every moment is designed to be as refreshing as it is inspiring. Dive deeper with sales and marketing leaders of Life Plan Communities and CCRC’s. With a stellar lineup of speakers, discussion moderators, interactive sessions, and an Experience Lab, you will walk away with actionable insights and inspiration to take back to your communities.

About the Event

Trade the typical for something refreshingly different. Set in the charming dairy barn at Anne Springs, our summit transforms a retreat-like setting into a hub of innovation. Feel the warmth of the surroundings and the openness of nature as you engage in a space that feels more like a creative retreat than a corporate conference.

Join us in the early evening on Tuesday, March 17, 2026, for registration and a relaxed meet and greet. Stay nearby in charming Fort Mill, South Carolina, where you can access plenty of restaurants, outdoor spaces, and shops. Join us for a group dinner that night or relax and refresh for the sessions beginning on Wednesday, March 18. We’ll enjoy a dynamic keynote session on Wednesday morning, followed by presentations, breakouts, and a complimentary lunch. More learnings and lunch are included on Thursday, March 19, with plenty of opportunities to get to know other sales and marketing leaders and hear about their challenges and successes. Register now to secure your spot for senior living professional development and networking.

20 SESSIONS | 20+ SPEAKERS | COUNTLESS LEARNINGS

Our Itinerary

Look through our upcoming list of events and sessions for this year’s summit!
Use the tabs below to see more details about each session.

PICKLEPALOOZA

6:00pm - 9:00pm

Begin your Summit experience with a welcome event designed to spark meaningful connections and fun! Enjoy casual pickleball play, light bites, and a relaxed social setting to meet fellow attendees and ease into the days ahead.

Learn More
Sales Track Sessions

Optimizing Your Sales Funnel for Today’s Prospective Residents

Focus on how to map and streamline the prospect-to-move-in path in senior living.

Sell Without Selling: Using Edutainment Events to Drive Move-Ins

Prospects want an experience that teaches, inspires, and builds trust, not a sales pitch. This session explores how “edutainment” event programs, which combine learning and enjoyment, can foster relationships and convert leads.

From Walkthrough to Wow: The Psychology of Memorable Tours

Explore how environmental cues, body language, and storytelling influence prospect emotions and decisions during tours. Learn to script moments that build connection and urgency.

Expert Panel - Today’s Biggest Challenges

What are some of the current challenges we are facing?

Building A Better Online Relationship: Interaction with Digital Platforms

Online personas translate directly to sales effectiveness by converting online trust into visits and tours.

Content & SEO Strategies for Senior Living

Grounding in search visibility so your brand shows up when prospective residents are actively researching options.

Workshop - AI in Marketing: A Deep Dive into Tools and Techniques

Applied workshop on how to integrate AI into your marketing operations.

Interactive Data Dashboards: Real-Time Marketing Awareness

Practical data/information systems session to drive actionable insights.

Leveraging Research To Expand

Use learnings that validate your assumptions.

Time TBD

Sales Track Sessions

Expansion in Today’s Market

How to scale or expand your offering in senior living: new units, new services, new audiences.

Pipeline Precision: Converting Warm Leads Into Move-Ins

Turning a stagnant pipeline into a conversion engine.

Expert Panel - Successful Senior Living and Lessons Learned

Peer panel of high-performing communities sharing what works in closing sales.

Leveraging Analytics to Drive Marketing Strategies

How to translate raw data into compelling stories for leadership, teams, and campaigns.

Branding on Social Media For Free

How to expand your core branding through social media without advertising.

Marketing Makeover Live: Real Campaigns, Real Results

A fast-paced, interactive session where marketing pros and creative partners workshop real campaigns from a participating community.

Building a Culture of Innovation in Senior Living Marketing & Sales

Organizational / leadership focus: how to embed an innovation mindset in the team and operations.

Future Trends Forecast: What’s Next for Sales & Marketing in Senior Living

A forward-looking session on where the industry is headed in demographics, tech, consumer behavior.

Time TBD

The “Experience Lab”

The Future of Hands-On Learning!

From Passive to Interactive | Why just listen when you can engage? Our Experience Lab is an interactive space where you can connect directly with sponsors and vendors. Experience one-on-one demos and discover solutions in a setting that promotes real understanding and interaction.

Why the Experience Lab is a Game-Changer:

Dive Deep

Instead of just hearing about innovative products and services, see them in action.
Witness firsthand the tools that are shaping the future of Life Plan Communities and CCRCs.

Engage with service providers in a dynamic setting. Ask questions, seek clarifications, and gain in-depth knowledge about what’s on offer.

Get personalized demos tailored to your unique needs and challenges. Discover solutions that fit like a glove to your organizational needs.

It’s not just about products; it’s about the people behind them. Engage in valuable conversations and build long-lasting relationships with industry leaders and innovators.

For Service Providers:
The Experience Lab is your stage to showcase, impress, and connect. Share your innovations, engage with potential clients, and position your brand at the forefront of the Life Plan marketing revolution.
For Attendees:
Step into the future, and arm yourself with the knowledge and tools to excel. The Experience Lab promises actionable insights, direct interaction, and a chance to be at the cusp of industry evolution.

Elevate your summit experience. Explore, Engage, Evolve – all at the
Experience Lab, exclusively at the Life Plan Marketing Summit 2026!

STAY CONNECTED

Developed as a portal for marketing and sales leaders in senior living, lifeplanmarketing.com provides access to all the sessions from the summit. Additionally, you will be able to stay up-to-date with new information throughout the year. You can create personal connections with other members and service providers to increase your support network.

ATTENDEES WILL RECEIVE A COMPLIMENTARY MEMBERSHIP TO THE LIFE PLAN MARKETING PORTAL

Register Now

Past Sessions

Take a look at the recent summit sessions. Use the tabs below to filter sessions.

day-one
day-two

Call for Entries!

Present at The Life Plan Marketing Summit 2026

Are you an industry leader with innovative ideas and cutting-edge senior living, healthcare, or wellness strategies? The Life Plan Marketing Summit 2026 is your platform to share your expertise with a diverse audience of professionals eager to learn and engage.

We seek dynamic and insightful session proposals pushing the boundaries of current industry thinking. We invite you to submit a session proposal if you have a compelling and innovative topic that can benefit our attendees. Click below to submit your presentation.

Submit Presentation

CONNECT, LEARN, and GROW

IN A RETREAT-LIKE SETTING

From the Crowd to Connection | Big conferences often mean getting a little lost and chaotic. Not here. With attendance capped at just 125, every conversation is personal, every connection genuine. You’ll build relationships that last, not just collect bags of useless information.

Our reception will be located in the Gateway Canteen inside The Anne Springs Close Greenway. The sessions and the rest of the event will be located in The Founders Dairy Barn. This venue is the ideal location to get the creative juices flowing. The unique, retreat-like setting, nestled among the natural beauty and wooded trails, is perfect for opening your mind to new possibilities and resetting your goals. We are incredibly excited that we’ve found the perfect venue to connect, learn, and grow at the Life Plan Marketing Summit.

Our intention for the Life Plan Marketing Summit is a rolled-up sleeve mindset rather than the button-up collar approach you typically find. This event calls for a comfortable, casual space, and we are fortunate to secure one of the area’s most charming venues. Rest assured that you’ll be in a climate-controlled building with ample facilities. The Founders Dairy Barn is equipped for audio and video and has wireless internet access. Guests will also enjoy free parking. After the sessions, you have many dining options and attractions to explore.

General Information

We’ve tried to think of everything. If you don’t see what you’re looking for, reach out to us at: events@goodbrandcompany.com

Picklepalooza 2026

Meet us at the Tipsy Pickle!

201 Camp Rd #120, Charlotte, NC 28206
Tuesday, March 17, 2026
6:00 - 9:00 PM

Start the Summit with energy and connection at our official welcome event. Take to the courts with access to two pickleball setups that are perfect for friendly matches and informal networking. The evening also features a walking taco bar, half-private bar and lounge seating, plus a golf simulator, pool tables, and a dart board. Enjoy a relaxed, engaging environment to meet fellow attendees, unwind, and set the tone for the days ahead.

View Video

$575 Per Person

Price includes a meet & greet event with hors d’oeuvres and drinks.
2-days of sessions with lunch included.
Hotel and transportation are not included.

Hotels close by include Tru by Hilton Fort Mill. Please click the links to see our special rates.

The Charlotte Douglas International Airport is only 25 minutes away from most hotels in Fort Mill, depending on traffic. Rush hour in the Queen City is no joke, so please plan accordingly. Most hotels are 10 minutes or less from the Anne Springs Close Greenway, the venue for the summit.

The Summit will kick off at 5 p.m. at the Gateway Canteen at Anne Springs Close Greenway. Use the Lake Haigler entrance at: 2573 Lake Haigler Drive, Fort Mill, SC 29715 (Intersection of Coltharp Road & US Highway 21 bypass).

All other events (Keynote, sessions, lunches, etc.) will take place at the Founders Dairy Barn located at: 2573 Lake Haigler Dr., Fort Mill, SC 29715

Top: Kingsley Fort Mill is located 4.2
miles from the Dairy Barn and includes
shops and many great places to eat!

Bottom: Uptown Charlotte is just 7
miles from Charlotte Douglas International
Airport and is packed with shopping,
dining, and entertainment options!

What Our Attendees Say

Hear Testimonials from previous years
”

Our entire team from Penick Village had the pleasure of attending the Life Plan Marketing Summit hosted by Good Brand in Ft. Mill, SC — and it was an incredibly enriching experience. The summit was packed with valuable insights, creative strategies, and forward-thinking ideas that truly inspired us. We’re grateful for the opportunity to attend and look forward to the next one in 2026!

- Wendy Farrell
Penick Village
”

This was my first time at the Life Plan Marketing Summit, so I wasn’t sure what to expect, but it was packed with insightful speakers and innovative strategies. This event provided what I needed to take my marketing approach to the next level. If you’re serious about growing your brand and staying ahead of industry trends, this summit is a must-attend!

- Katie Wolff
Still Hopes
”

This is by far the best conference for Life Plan marketing and sales teams to learn and gain actionable insights they can implement quickly in their communities. It’s also the best value on the conference circuit.

- Mark Ingram
SenioROI
”

We were very impressed by the quality of the presentations. Unlike other conferences, this was focused on sales and marketing. Nothing felt like a pitch for a particular good or service. The information provided was timely and valuable. Our team returned with a renewed focus and energy. Being local was a huge plus for our not-for-profit budget.

- Amanda Mahan
Still Hopes
”

The Life Plan Summit is the one conference I look forward to most. We may not be able to attend every year due to scheduling conflicts, but when we can, we are there! The capped attendance allows for more thoughtful, engaging conversations amongst your peers to discuss best practices, innovations, and similarity in struggles to ideate together for collaborative improvement, and the sessions are geared specifically to sales and marketing of Life Plan Communities, making them truly beneficial to those who attend.

- Emily Smith-Conlon
Friendship Village of Dublin
”

The Life Plan Marketing Summit is a must-attend. What sets it apart is the genuine focus on Life Plan communities and the emphasis on actionable learning, rather than sales pitches. The smaller size creates a unique opportunity for in-depth conversations and building lasting relationships with fellow attendees.

- Lee Meredith
Friendship Village of Dublin
”

The LPM Summitt always rejuvenates and excites me after attending. I appreciate that all of the sessions and networking are geared towards the senior living industry. Thank you for all the hard work that you put into this every year. I highly recommend!

- Lorie Aldridge
Trinity Oaks Retirement Community
”

Great opportunity to learn of new innovative ways in which to develop one’s message. Really appreciated the insights on ways in which to incorporate AI and make greater use of video. The intimacy of the venue lends itself to enhanced networking.

- Stewart Wiley
Southminster

PAST SPONSORS

We have exciting options that will allow you to become a part of our Summit and participate in unique ways to build awareness for your organization. See some of our past sponsors to the right.

Want to become a sponsor? Call Jason Neman at
704-444-0599 or email Jason@goodbrandcompany.com