Workshops

The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC

Next Workshop begins
Thursday, October 24, 2024 at 9:00 AM CST

Register now for your Half Retire Workshop!  (space is limited)

[or register for our October 10th Half-Retire WEBINAR here]

What You Will Get
Training, tools, coaching, and team needed to make Half-Retirement a reality


HALF-RETIRE TRAINING
Six expert-lead sessions to teach you
the blueprint and steps to Half-Retire

DIAGNOSTIC
Pinpoints your problem areas
impeding Half-Retirement

WORKBOOK
100+ page reference guide chock full of
exercises, cheat sheets, and more
 

REPLAYS
All sessions are available on as on-demand
learning and live sessions are also recorded
 

BEST PRACTICES
Augment the training by borrowing best
practices from existing Half-Retirees
 

TIPS SERIES
Receive our Insider Tips series delivered
to your mailbox monthly for one year
 

BONUS CHAPTER
Get this valuable addition to the book
 

SPOUSES GUIDE
100’s of hacks, best practices, cheat sheets
and more to speed your Half-Retirement
 

SOFTWARE
Cut your workload with the
help of our software.
     

Workshop Overview

  • Expert lead weekly sessions
  • Step-by-step process to successful outcome
  • Weekly Action Guide to simplify next steps

What you can expect:

  • Radically cut your workload and stress
  • Shift from hard earned income to equity income
  • Feel more secure
  • Reignite your passion
  • Enjoy all the benefits of Half Retirement

Every Week:

  • Expert lead group training, discussion, and action session
  • Implementation steps to transform your business
  • Win back your time, work life balance, and passion




Many business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some, selling the business may be the best way to create wealth, but for others, selling an income-producing asset for less than it’s worth is a bad idea.

If you had an asset that paid a 33% annual return, would you sell it? Probably not-, but if you sell your business, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me, but that’s a tough return to get in the stock market.

So why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business, so owners take a lousy deal like it’s an aspirin.

There is another way – Half-Retirement
We define Half-Retirement as working two half-days a week doing only the work you enjoy, offloading the work you don’t enjoy, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired, but ask yourself, “If I could work only two half-days a week, would I sell the business?” If the answer is “no,” then consider Half-Retirement.

In order to Half-Retire, you will need to change the way your business is run. If you are like most business owners, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require:

  • A shift in your mindset from working-owner to equity-owner
  • A shift from an owner-centric business to an employee-centric business
  • A shift from people-based systems to operational systems
  • A bullet-proof daily methodology to protect your money
  • Your willingness to find enjoyment outside your business

How to Half-Retire
Half-Retirement isn’t easy, but it’s incredibly rewarding. Imagine doing only the work you enjoy, ditching the work you hate, keeping your income, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself.

Learn more about the program by scheduling a call HERE.
 
 

Success Stories (click to enlarge)

2024 WORKSHOP START DATES AND TIMES

OCTOBER 24th, 2024 at 9:00 AM CST (Open)
JANUARY 23rd, 2025 at 9:00 AM CST (Open)
APRIL 24th, 2025 at 9:00 AM CST (Open)
JULY 24th, 2025 at 9:00 AM CST (Open)
OCTOBER 16th, 2025 at 9:00 AM CST (Open)
MORE SESSIONS FORTHCOMING
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