MARCH 15-18, 2027
The Signature Retreat:
Lake Norman, NC
Where clarity meets action.
You've outgrown the business you built. The bigger move, the next version of it, has been sitting in the back of your mind for months, maybe longer, because there's never enough time to sit with it, or because it's a little scary to admit you're ready for something different.
This retreat is the space to finally work it out, with guidance, with other women who get it, and without the day-to-day pulling you away:
Space to slow down and reflect
on what you've outgrown and what's next
Dedicated work time
to finally tackle the shift you've been putting off
Expert-led sessions
to turn the idea into an actual plan
Accommodations and curated meals
fully taken care of
A small group of business owners
for deep work and real conversation
This Workcation Is For You If…
→ You're a woman leading, building, or dreaming big, and you're overdue for space to actually think.
→ You've been running at a pace that isn't sustainable, and some part of you already knows it.
→ You're craving real connection with women who understand what it's like to carry a business, and everything else, at the same time.
→ You want to feel like yourself again, not just further ahead.
→ You're considering a big shift in your business offerings, one that's been sitting on the back-burner because of fear or a lack of time, and want space to work it out with guidance and expert insight.
What You’ll Walk Away With
Three days for YOU
with the time, space, and expert eyes on your business to actually move it forward.
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A written strategy, not ideas scribbled on a napkin. This is the big picture strategy and growth you don't have time for in the day to day hustle. Here, it's the whole point.
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Bring it to your Hot Seat session. Pricing, workflow, a boundary you can't hold, get feedback from Megan, Gina, and a room of creative women entrepreneurs who've been exactly where you are.
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Roundtable conversations with fellow business owners. Not generic business advice, advice from women building successful businesses alongside you.
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All-inclusive, gourmet meals and beverages included, so the only thing you have to plan is your big picture goals and next steps.
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About what you're carrying right now and what might need a shift or reset. We don't do fluffy, surface-level here.
This retreat consistently changes how attendees think about their business, their pricing, and their next year. It's an investment, and it's one business owners make year after year because of what they leave with.
Bonus Tip: Pay for your workcation through your business. It's a deductible professional development expense.
THE SCHEDULE
We believe the best ideas happen when focused work and meaningful connection have room to coexist.
This sample schedule gives you a glimpse of what your experience will look like, while leaving space for us to intentionally tailor the final schedule to the group's needs, opportunities, and destination.
Your final itinerary will be shared approximately one month before the Workcation, so you can arrive prepared to make the most of every work session, conversation, and adventure.
Meet Gracie!
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!
Book Your March 2027 Workcation
Book Your March 2027 Workcation
You’ve got questions?
We’ve got answers!
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The closest airport is Charlotte Douglas International Airport (CLT). The airport is 40 miles or roughly 45 minutes from the property.
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We’ve got you covered! We will either arrange group transportation or provide an Uber Event link for easy rides to and from the airport.
As a reminder, the house won’t be available until 4 PM, so we recommend selecting a flight that arrives in Charlotte, NC, around 2:30-3:00 PM, if possible.
If there are no suitable flight options, don’t worry—we’ll still make sure you can easily get to the house by providing the Uber Event link.
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Arrival at the property will be at 4:00 pm on Monday, 3/15.
Departure will be at 10:00 am on Thursday 3/18.
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As much as we’d LOVE to meet your non-PV member, this workcation is designed exclusively for the members within our community.
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Light breakfast items (fruit, pastries, yogurts, etc), lunch items (wraps, sandwiches, salads, soups etc), and dinners each night are included as well as snacks and beverages.
A certain amount of the budget will be delegated towards beverages (alcoholic and non-alcoholic).
Dietary restrictions and preferences will be taken into account.
You are also welcome to bring and purchase your own food and beverages based on personal preferences or dietary restrictions.
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Bed sharing is available in single King rooms only. If you'd like to share your King bed with a friend, simply add them as your bed-sharing guest. A one-time $975 bed-share fee will be added to your final invoice to cover your guest's retreat experience, including all sessions, coaching, meals, and experiences.
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A $500 non-refundable deposit is due at the time of booking to reserve your spot.
At checkout, you'll have the option to pay in full or choose equal monthly payments. All balances must be paid in full by February 1, 2027.
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Well, that would be a total bummer and we would miss you terribly!
Because we begin planning and making commitments well in advance of Workcation, all payments are non-refundable.
If you're unable to attend and notify us 30 or more days before Workcation, we'll do our best to fill your spot with another Planner's Vault member. If we're able to do so, we'll refund all payments you've made, minus your non-refundable retainer.
If we're unable to fill your spot, or if you cancel fewer than 30 days before Workcation, all payments will be forfeited.
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About one month out from arrival, we will send a detailed Workcation Guide that outlines the exact schedule, topics for small group sessions, plans for meals, and more!
Everyone will arrive on Monday afternoon and shortly after we'll plan to do our first small group session and spend some time getting to know each other!
The following two days will be a combination of individual work time, round table discussions, and small group sessions on specific topics. In the evenings, we'll relax, enjoy each other's company, and celebrate the wins from the day!
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Yes! The room images shown above would be your exact room!
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Absolutely! If you're local to the Charlotte area—or simply prefer not to stay overnight—you can join us with a Day Pass.
For $400 per day, you'll enjoy a full day of Workcation, including all sessions, coaching, meals, and meaningful connections—no overnight stay required.
Want the full experience without the accommodations? Join us for all three days for $1,050 (a savings compared to purchasing individual day passes).
Day Passes are available in limited quantities, so be sure to reserve yours before they're gone!
The Fine Print
We know putting down a deposit for something months away is a real decision, so here's exactly what to expect.
Reserving your spot: A non-refundable retainer of $500 is due at sign-up and holds your spot.
Payment schedule: Your remaining balance is split into equal payments, due by February 1, 2027.
If your plans change: Transfer your spot to another pre-vetted guest at anytime. If we fill it from our waitlist, you'll be refunded what you've paid, minus your non-refundable retainer.
Sharing a room: Pricing is based on one person per bed. Sharing with a friend adds a one-time $975 fee to cover extra food and experience costs.
What's included: Three nights of accommodations, airport transfers, a CEO round-table hot seat session, small group strategy sessions, all food and beverage, and one evening experience.