Join us for our

MARCH 2025 WORKCATION

Lake Norman, North Carolina

Business Breakthrough Retreat

Empowering Wedding Pros to Strategize, Grow, and Achieve Real Results

Lake Norman, North Carolina

Monday, March 17th

through

Thursday, March 20th

Join Us

for a transformative three-night retreat exclusive to Planner's Vault members

eager to elevate their business. Experience the luxury of a stunning lake-front property where serenity meets inspiration. This workcation features carefully curated sessions and immersive experiences designed to sharpen your focus on big-picture goals.

Connect with other Planner's Vault members, share valuable insights, and foster connections that go beyond the retreat. You'll leave not only with a clear plan for 2025 but also with a community of motivated peers ready to support your journey. It’s the perfect setting to reset, refocus, and revitalize your business ambitions!

Joining our workcation is more than just booking a getaway…

— it’s about joining a circle of like-minded entrepreneurs ready to push the envelope and inspire each other. This is why we have an application process. It’s not just about fitting in; it’s about standing out and bringing something unique to the table.

Here's what to expect:

  1. Submit Your Application: We're eager to learn what drives you! Please share details about your business journey, your future goals, and how you envision contributing to our vibrant community during the workcation.

  2. Review Process: We carefully review each application with an eye for diversity and engagement. Our goal is to curate a group not just to fill the retreat but to enrich it, with each member eager to share insights and learn collaboratively.

  3. Acceptance Notification: Keep an eye on your inbox! If selected, you'll receive an email from us with all the exciting details and next steps to get you ready for an incredible experience.

  4. Secure Your Space: Once you receive your acceptance, you'll have 48 business hours to select your room and pay the retainer. Prompt action is essential to confirm your spot as we prepare for a workcation filled with meaningful content and transformative experiences.

  5. Prepare for Impact: All set! Now, prepare to dive into a dynamic setting where every conversation might just lead to your next big breakthrough. We're dedicated to creating memorable moments—so pack your drive and your dreams, and let's make magic happen together!

  • Workcations are just what I need to reset my CEO brain.

    It is very easy for me to throw being a CEO on the back burner or even let it fall off the map. Attending these is a great way to remind me I am a CEO and help me enjoy being one.

    - Charissa, Connecticut Planner

  • It was the boost that I needed to implement new ideas into the business.

    I am SO glad I did! It was great being in a room with other wedding planners who were willing to have a REAL conversation on what and how they are doing things! I am so grateful that I had the opportunity to be a part of this group!

    - Amanda, Tennessee Planner

  • ...really helped me get the refresh that I needed!

    I didn't really know what to expect coming into the workcation, but I am so, so thankful I went! Having the opportunity to sit down with Megan, Gina, and the other girls was priceless and really helped me get the refresh that I needed. I feel so pumped up and ready to put even more of my time and engergy into growing my business :)

    - Ashlynn, Washington Planner

  • The workcation was amazing, I didn't want to leave!

    Megan & Gina went above and beyond to make us feel welcomed, appreciated, and even pampered. The fun surprises, the service, and the conversations were second to none!

    - Lauren, Virginia Planner

What’s Included in Your Workcation Experience…

  • Three Nights of Luxury: Rest and recharge at a stunning lake-front property, where comfort meets elegance.

  • Daily Small Group Sessions: Dive deep into focused, strategic discussions designed to foster growth and clarity.

  • Personalized Hot Seat Coaching: We'll address your question live during a hot seat session, where you'll receive direct feedback and actionable advice in a dynamic group setting.

  • Networking Opportunities: Connect with fellow entrepreneurs through meaningful conversations and shared experiences, building relationships that go beyond the workcation.

  • Gourmet Dining: Enjoy all-inclusive dining with a selection of both alcoholic and non-alcoholic beverages, thoughtfully prepared to keep you fueled and satisfied.

  • Surprises and Delights: Expect the unexpected with special touches and a memorable final evening celebration that will inspire and entertain.

Our workcations are crafted to provide exceptional value for members, fostering intentional growth, reflection, and ideation to propel your business forward. Many attendees return because the experience is truly transformative for their mindset, sales, and goals. The ROI you’ll see in your business is substantial, and we’re excited to support your next level of success in 2025!

Meet Gracie!

Meet Gracie, the Planner’s Vault mascot and your unofficial workcation companion. Gracie brings a touch of warmth and ease to our setting, offering a gentle presence and well-timed breaks from the day. As our resident “Fetch Manager,” she’s always ready for a quick game or a quiet moment at your side. Just a small reminder—Gracie’s discerning palate means she may take an interest in unattended snacks, adding a bit of charm and laughter to our time together. Enjoy the added comfort she brings to your workcation experience!

HOW TO APPLY

  • Step 01.

    Fill out the application with details on your business journey, what you aim to achieve, and how you think you can enrich our collective experience.

  • Step 02.

    We take a close look at each application to curate a group that’s as diverse in thoughts as they are in actions.

  • Step 03.

    Keep an eye on your inbox! We'll send you a welcome email once your application is approved, packed with all the all the details you need.

  • Step 04.

    Once accepted, you'll have 48 business hours to select your room and pay the retainer. Quick action is key here to ensure your spot is reserved.

  • Step 05.

    You're all set! Get ready to immerse yourself in a setting where every conversation could lead to your next big breakthrough.

Elevate

•

Inspire

•

Grow

•

Transform

•

Elevate • Inspire • Grow • Transform •

  • The ideal attendee for our Workcation is an entrepreneur who is actively seeking to elevate their business and personal growth. This event is perfect for those who are not only looking to deepen their industry knowledge but are also eager to engage in meaningful networking with peers.

    Our participants are typically open to sharing experiences and learning from others, making them perfect contributors to a collaborative and enriching environment.

  • Monday, March 17th - Thursday, March 20th

  • For our March 2025 Workcation we have three room options:

    Private King = $3175

    Semi-Private King = $2975

    Shared Room = $2375+

    There is a $450 retainer to secure your spot. Remaining balance will be split evenly from time you book until February 2025. All payments due by February 2025.

  • Our workcation is thoughtfully designed to blend intensive learning with ample relaxation and networking opportunities. Your days will be filled with insightful sessions, targeted workshops, and leisure activities, ensuring a balance of productivity and relaxation. We will provide a detailed schedule at least one month prior to the event, allowing you ample time to prepare and plan for an enriching and rejuvenating experience.

  • The closest airport is Charlotte Douglas International Airport (CLT). The airport is 40 miles or roughly 45 minutes from the property.

  • Transportation to and from the airport is included in your Workcation cost.

  • As much as we’d LOVE to meet your non-PV member, this workcation is designed exclusively for the members within our community.

  • Well, that would be a total bummer and we would miss you terribly!

    All payments made are non-refundable.

    Should you not be able to attend and it’s 30+ days out from Workcation, we will do our best to fill your spot with another PV member. In this case all payments made less a 15% processing and rebooking fee will be refunded.

You’ve got questions? We’ve got answers!