Legacy Trust Strategic Retreat 2026
We look forward to bringing the Board and shareholder group together for our upcoming retreat at the Hyatt Hill Country Resort in San Antonio.
This gathering will include board and committee meetings, the annual shareholder meeting, and dedicated time for strategic discussion. We encourage those who are able to join us in person, while also providing a virtual option for full participation.
Event Details
Location: Hyatt Hill Country Resort, San Antonio, Texas | 9800 Hyatt Resort Drive, San Antonio, TX 78251
Dates: May 12–14, 2026
Key Sessions:
- Tuesday, May 12
- Committee Meetings
- Strategic Session (Afternoon)
- Group Dinner (Evening)
- Wednesday, May 13
- Shareholder Meeting (Morning)
- Board Meetings (Morning)
- Strategic Session (Afternoon)
- Thursday, May 14
- Strategic Session (Continued)
Attendance
All shareholders are welcome to attend in person.
If you plan to join us in San Antonio, we encourage you to arrive on Tuesday to attend dinner and connect with the group ahead of the meeting.
For those unable to attend in person, a Zoom option will be available.
RSVP
Please RSVP using the form below so we can coordinate accordingly.
Meeting Materials
The following documents are provided in accordance with our formal meeting requirements:
- [Download Formal Notice of Meeting]
- [Download Proxy Form]
Proxy Instructions:
If you are unable to attend or wish to assign your voting rights to another individual, please complete and return the signed proxy form in advance to ensure your vote is properly recorded.
Agenda
[Download Full Agenda]