
Key Benefits of a Legacy Retreat
1. Creates Spaciousness for Big Thinking
Daily life is filled with decisions, meetings, and obligations.
A retreat offers physical and mental distance to consider the deeper questions:
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What will I be remembered for?
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What impact do I want to make now and after I'm gone?
*Decision-makers step into “CEO mode” for their life, not just their business.
2. Combines Wellness and Reflection for Clarity
Retreats slow the nervous system. Gentle movement, mindfulness, nature, and detox from digital overload unlock creativity and emotional insight.
When body and mind are calm, legacy planning becomes heart-centered, not just strategic.
*Attendees access clarity and emotional creativity—not just intellectual ideas.
3. Facilitates Deep Peer Connection and Perspective
Being surrounded by other accomplished, introspective individuals fosters trust, humility, and shared wisdom. They realize:
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They’re not alone in their uncertainties.
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Legacy is a common yet deeply personal pursuit.
*Powerful breakthroughs emerge through guided group work and stories.
4. Guided, Structured Legacy Design in One Immersive Experience
Instead of scattering their legacy work across years, this retreat provides a structured framework to:
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Clarify personal values and priorities
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Define what legacy means to them
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Create a roadmap for relationships, impact, and wealth
*Attendees leave with a working legacy plan—crafted, not just contemplated.
5. Reframes Success Through the Lens of Significance
Many in this niche are already materially successful. What they hunger for is meaning. The retreat acts as a pivot point from chasing to integrating.
*Attendees stop reacting to life and start designing a legacy they can live into—now.
Optional Add-Ons That Deepen Value:
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Wellness modalities (breathwork, somatic therapy) to release emotional blocks to legacy
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Legacy video recordings or letters for heirs

DAY 1 – ARRIVAL & OPENING THE SPACE
Theme: Coming Home to Self
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3:00 PM – Arrival & Check-in
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Welcome gifts (journal, workbook, essential oils, etc.)
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4:30 PM – Opening Circle & Intention Setting
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Group introductions
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Reflective prompt: “What do you want your life to say?”
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6:00 PM – Nourishing Dinner (Communal Table)
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7:30 PM – Guided Visualization: The Legacy You Haven’t Lived Yet
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Breathwork + visualization to access inner clarity
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Optional: Quiet journaling or fireside chat
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DAY 2 – CLARITY & DESIGN
Theme: Reflect, Realign, Reimagine
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7:30 AM – Morning Movement & Mindfulness
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Yoga or nature walk with intention setting
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8:30 AM – Healthy Breakfast
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9:30 AM – Session 1: What Legacy Means to You
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Legacy archetypes (creator, connector, steward, etc.)
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Identify core values, turning points, and impact desires
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11:00 AM – Session 2: The 5 Pillars of a Holistic Legacy
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Personal Values
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Family & Relationships
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Wealth & Assets
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Purpose & Influence
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Legacy Communication (messages, stories, traditions)
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12:30 PM – Gourmet Lunch
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2:00 PM – Experiential Exercise: Letters to the Next Generation
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Write a personal letter or record a legacy message
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Guided coaching to extract key wisdom and intentions
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4:00 PM – Body-Based Integration (Sound Healing / Somatic Breathwork)
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6:30 PM – Dinner + Fireside Panel:
“What I Wish I Knew About Legacy 10 Years Ago” (past clients or facilitators share)
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DAY 3 – ACTIVATION & ALIGNMENT
Theme: Making It Real
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7:30 AM – Sunrise Reflection: The Life You're Designing Now
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Silent hike or solo reflection time
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8:30 AM – Breakfast
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9:30 AM – Session 3: Designing Your Legacy Blueprint
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Guided planning session with workbook
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Clarify next steps in each of the 5 pillars
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Define “legacy-in-action” practices to integrate back home
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11:30 AM – Peer Reflection Pods: “My Next Bold Legacy Move”
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Small group sharing
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Gentle accountability + optional future mastermind invite
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12:30 PM – Closing Circle & Commitment Ceremony
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Each participant shares one decision they’re making
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Receive a sealed letter of commitment to self
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1:30 PM – Farewell Lunch & Departures
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Outcomes Participants Leave With:
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A tangible Holistic Legacy Blueprint
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A letter or recorded message to loved ones and/or successors
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Clarity about what matters most—and how to live it now
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Deepened relationships with like-minded legacy builders
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A sense of peace, purpose, and power
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Pricing: $7,500 – $15,000 per person
This pricing includes:
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A high-touch, bespoke experience personalized for the attendee
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Small group size (8–20 guests for intimacy and depth)
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Top-tier venue (wellness resort, private estate, or luxury eco-retreat)
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Expert facilitation (legacy coaches + wellness professionals)
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Gourmet meals, accommodations, materials, and experiences included