A Strategic Business Workshop for Wedding Pros Looking for Clarity

Make Big Moves

Shift Retreat

January 25-30, 2026
San Miguel de Allende, Mexico

✔️ Be strategic, not reactive

✔️ Focus on next year, not next weekend

✔️ Avoid pitfalls, spend time on what works

✔️ Reach your goals - no matter how big

Change the Way You See Your Business

Stop worrying about the future

REDEFINE YOUR SUCCESS & RETHINK YOUR STRATEGY

Shift Retreats Point You In the Right Direction

Create the Time & Space You Need
with Shift Retreats

YOU CAN’T think big IF YOU’RE stressed about the small stuff

Pinpoint what you want more of (or less of) from your business

Clarify what success means to you - in work and life

Dig deep to discover what is really holding you back

Create a strategic plan you can implement in the coming year

ISSUES

GOALS

OBSTACLES

ACTION

Where Business Workshop Meets Luxury Retreat

WHAT’S INCLUDED?

+ Small-group sessions
+ Structured individual time
+ 1:1 attention
+ Content includes:

Burnout prevention
“Bliss”-based business strategies
Your strengths (and real motivations)
Deep-seeded business blocks
Clarify business goals
Time management
Next steps and big moves to reach your goals

WORKSHOP

+ 5-star luxury accommodations
+ Delicious, healthy cuisine
+ Bottomless beverages
+ Airport transfers to San Miguel de Allende
+ Adventure excursion
+ Daily yoga and wellness routine
+ Ample downtime for relaxing experiences

RETREAT

Where Business Workshop

Meets Luxury Retreat

Spouses welcome!

trusted by:

Ask yourself this: What's holding you back? Is it *really* the economy or competition? Or could it be that you don't know how to get where you want to go?

Shift Your Perspective

AND find your path

Step off the hamster wheel of daily to-dos

Identify pitfalls keeping you from winning

Create a strategic plan to thrive for the upcoming year

Clarify what success means to your future self

Map out your next big moves

Head into the new year with 100% confidence

The Perfect Opportunity to

Finally!

You can't look up to create your future success when you're tripping over daily to-dos. Get away from it all so you can see the big picture.

02

01

Make space for big moves

Discover a definition of success that works for you. Uncover the tools and skills you need to reach your biggest goals.

Gain Clarity

Align your expectations and goals with the new reality. And develop a cohesive approach that enriches your life and scales your business smartly.

04

03

Stress Less, Make More

Stop wondering what direction to take your business next year. Start the year with a clear vision of what to do before the busy season sneaks up on you.

Create a Plan

05

Start the new year with a step-by-step plan for success. And put it into action while others are still figuring out what to do.

Hit the new year running

and...

Shift Retreat helps design a business strategy to reach your biggest goals

Don't leave success to chance

Make Your Own Luck

+ Don't worry about filling your calendar

+ Don't stress about charging your worth

+ Don't settle for unfulfilling projects

+ Feel 100% you're doing the right things

-Vicki Evans

VICKI EVANS EVENTS

The Shift Retreat was amazing! I’m so grateful for the safe space that Ideaction created to let me truly unpack and unwind. It was long overdue.

“Fun and inspiring! The perfect balance of a vacation and a very impactful business mindset shift.”

-david

David Perlman Photography

• A deep dive to set achievable business goals

• Detailed action plan to start the new year

• Open schedule with plenty of time to relax

What this IS

• A plan for following *my* version of success

• General presentations on generic topics

• Packed days with endless sessions and activities

What this ISN’T

Reward your hard work with an unforgettable experience! Decompress from the stress of everyday life, celebrate wins, and make incredible memories with like-minded wedding pros.

You've Earned It

Dive deep into your business to figure out what's most important to your success. Learn to ID your priorities and design a strategy around it. Better yet, bring your #2 and do this together!

Personalized Solutions

Being present is powerful. That’s why we’ve put together a relaxed agenda filled with downtime, so you have plenty of opportunities to refill your cup. (Literally. Cheers!)

space to recalibrate

We intentionally create a safe space to share, so you can connect with others in meaningful ways and learn from their experiences.

Like-Minded Community

How do you keep the momentum going after the retreat ends? You get follow-up a 1:1 session and group accountability conversations to make sure you're on track to reach your goals.

Accountability & Support

Why Choose Shift Retreats?

you're WONDERING...

Glad you asked!

01

02

03

04

05

Conduct an honest assessment of the past to understand where you've been and where you are now.

Step One

Step two

Step three

Step four

Step five

Get crystal clear on what success looks like for you and your business, then set goals that align.

Compile an inventory of the internal and external blocks slowing down progress on your path.

Identify the resources, support, and skills you'll need to push through obstacles to get where you’re going.

Take time outside of sessions to rejuvenate and rethink. Long-term success can’t be rushed.

Discover success

your guide to

Shift Retreat Gives You the Time You Need

CONSIDER THIS THE “WORK LESS, MAKE MORE” SOLUTION YOU’VE BEEN WAITING FOR

To Design a Strategy for YOUR Business NOW

It’s an opportunity to Change Your Life

Daily small-group discussions

Focused individual time

Guided journal exercises

Accountability coaching call

Delicious food and beverage

Luxury accommodations

Group ocean excursion

Leisure activities

Daily yoga and wellness

Ample, relaxing downtime

THIS ISN’T A SKILL-BUILDING WORKSHOP OR NETWORKING EVENT

Interested in bringing your #2? Inquire now for custom pricing!

Shift Retreat was the best educational trip I’ve ever attended. It wasn’t just focused on business, but also your life!

-Romin Zandi

Zandi entertainment

I’ve always been ambitious. Team captain. Class president. Scholarship student. I ran a $3,000,000 budget in my 20s, and led one of the largest event design and production companies in the South when I was 36 years old. I felt like I was on track to conquer the wedding world by 40 - which is what I thought I wanted.

But every time I reached “the peak,” I saw another mountain in the distance. Another big push ahead of me.

Success started to feel less like a climb to the top and more like a treadmill pointed straight uphill.

In reality, I was chasing old goals, and other people’s goals. But they were the wrong goals for me, at that moment in time. As an achiever, I knew the first step was to rethink what success looked like for me.

Hi! I'm Sam Jacobson

I wanted off.

So I set out to rearrange my priorities. I went from building a business focused on making more money to creating more time for the people I love and activities that light me up.

I needed to change my perspective

REIMAGINE WINNING

That's what we do at shift retreats

We push pause, get away from the daily grind, identify a healthier version of success, and put in place a path to get there.

I hope you join us. Your future self will thank you.

I came into the retreat with expectations and you exceeded them. I left feeling like I discovered exactly what I needed to set myself up for a happier future.

-Mike Zawadzki

mike zawadzki photography