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The Wellthy Practice
Digital RetreatÂ
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Integrating Wealth & Health for the Modern PractitionerÂ
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A 2-day virtual retreat designed to help health professionals build financial clarity, streamline their practice, and align their next 90 days with intention.
April 25–26 | Live on Zoom
✔️ For PTs, Osteos, Chiros, RMTs, ATs, Psychologists & All Wellness Professionals
Reserve Your Spot!
Why Most Practitioners Feel Stuck
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You care deeply about your patients.
You’ve invested in continuing education.
You’ve built something meaningful.
But:
✦Your income swings month to month — and your personal paycheck absorbs the chaos
✦Retirement is a vague future plan, not a current strategy
✦Your charting and emails keep you long past your last appointment
✦You’re fully booked — but not fully clear on what you’re actually taking home
✦You wonder if you’ve hit a ceiling — and growth now means working harder
You don’t need more information.
You need integration.
What You’ll Walk Away With
Financial Clarity
Get clear on your numbers!
Understand HOW to retire and invest your own money.
Make decisions without avoidance or anxiety. Learn how EASY it is to do- even if you're "bad at math".
Strategic Growth
Identify your biggest leverage point.
Stop wasting energy on what doesn’t matter.
Focus your next 90 days with structure and watch your take-home pay grow.
Systems & Tech Integration
Build a practice that supports your income and your capacity.
Grow without burning out.
Design your next season intentionally and tap into time wealth.
By the end of this retreat, you will leave with:
🔍 A diagnosed priority
🎯 A clear 90-day focus
✍️ A written action plan
✨Experience your wealth, health and time expand✨
The Missing Layer
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This retreat is not just about optimizing your practice.
It’s about integrating the financial and administrative side of your practice in a way that feels grounded ❌ not heavy.
Most practitioners either:
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✦ Avoid their numbers
✦ Or hyper-focus on growth without considering capacity
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The Wellthy Practice Retreat brings both into the same framework.
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We look at:
✦ Your retirement strategy
✦ Your profitability
✦ Your systems
✦ Your time drains
✦ Your energy
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Not as separate problems ⤵️
But as parts of one integrated structure.
✦ Because clarity without alignment leads to burnout.
✦ And alignment without structure leads to stagnation.
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This is the missing layer.
A Calm, Strategic 2-Day Experience
Short, focused talks
Guided reflection
Breakout discussions
Practical exercises
Movement breaks
Clear integration close
Before We Begin:Â Your Assessment
 This is not a passive event.
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Before the retreat, you will receive:
âś” A Pre-Retreat Questionnaire
Designed to understand where you actually are.
This allows us to tailor the experience to the real room.
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After the Retreat:
Your Workbook & 90-Day Planner
You won’t just attend. You’ll work.
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Included with your ticket:
1. The Retreat Journal
A structured, fill-in-the-blank workbook aligned with speaker sessions.
Reflection prompts.
Space to think clearly.
2. The 90-Day Strategic Planner
At the end of the retreat, you will:
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Diagnose your primary bottleneck
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Decide what cannot wait
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Choose your 90-day focus
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Define what “done” looks like
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The retreat plants the seed 🪏
The 90-day plan grows it 🌱
Meet Your HostsÂ
Geneviève Zizzo
- professional designation
- 2/3 sentence credibility bio
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Know More (link to website)
Sharmila Kulkarni
- professional designation
- 2/3 sentence credibility bio
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Know More (link to website)
Meet Your Speakers
Jane App
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Professional designation
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Talk title
Robin Valadares
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Professional designation
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Talk title
Meghan Davis
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Professional designation
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Talk title
Ildi Arlette
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Professional designation
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Talk title
Steve Ferrell
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Professional designation
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Talk title
Terra Nicolle
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Professional designation
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Talk title
Melissa Biscardi
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Professional designation
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Talk title
Lex Lancaster
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Professional designation
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Talk title
Shanté Cofield
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Professional designation
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Talk title
Emma Jack
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Professional designation
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Talk title
↓ What's Included ↓
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âś” 2 full live retreat days
âś” Replay access (90 days)
âś” Pre-retreat assessment
âś” Event journal workbook
âś” 90-day planner
âś” Certificate of attendance*
*(Professional Education for AHPs, virtual format, hours included)Â
EARLY BIRDÂ OFFER ENDS
00
DAYS
00
HOURS
00
MINS
00
SECS