What's Your Exit Plan? A Wealth and Wellness Strategy Workshop

Are you building your business and income with intention—or just staying busy? What's Your Exit Plan? is a focused workshop designed for professionals and small business owners who are thinking beyond today and planning for what's next.

If you've ever asked yourself:

• Am I building something that will actually support me long-term?
• Am I making the right financial moves today for the future I want?
• What's my exit plan?

...This conversation is for you. Whether you're preparing for a future business exit, considering a career shift or ensuring you're on the right path for long-term financial security, this session brings together key strategies around wealth building and financial planning as part of a broader plan -- all in a setting designed for thoughtful discussion and real insight.

Topics will include financial and retirement planning, tax strategies, legal and estate considerations, insurance and protection, mental wellness, and preparing your business for a successful transition or exit.

Seating is limited to allow for a more intentional, high-value experience.