Escape to Cancun: Health and Wealth Summit
Cancun, Mexico
February 23 to March 2, 2025
a stunning resort
- All-inclusive five-star luxury at the award-winning Grand Palladium Costa Mujeres.
- Adjoined adult-only or family resorts, there is something for everyone.
unrivaled, fun learning
- Highly entertaining and relevant - click HERE to find out more about PhE Retreats
- Taught by the PhE Lifetime Masterclass Faculty - experts in tax law, investing, real estate, and wellness
- Super-accessible throughout your stay. Meet faculty and ask your questions in the classroom, at a restaurant, or on the beach!
T U I T I O N &
R E G I S T R A T I O N
early bird rate $995 + sales tax
until December 16, 2024
billed to your professional corporation
All spouses and partners attend for FREE
Lifetime Masterclass members attend for FREE
Reserve your spot with our executive travel partner, MEA Luxury Travel
BOOK YOUR RETREAT HERE
A G E N D A
Sunday, February 23
ARRIVAL & OPTIONAL EVENING SOCIAL
Monday, February 24
DAY 1: HEALTH AND WEALTH
9AM TO 3PM | WING LIM, MD & KEVIN MAILO, MD
Welcome and Introductions
1. Health and Wealth
Exploring the relationship between Health and Wealth and why neither can be realized without the other.
2. "Physician, Heal Thyself"... Really???
The blunt truth behind why physician wellness today is deeply flawed and focused on the wrong outcomes. Learn where we should really be channeling our energies personally and collectively.
3. Resiliency and Margin
True resiliency is total integration of our physical, emotional, financial, and social selves. In this section, we'll explore highly practical ways to enhance ourselves in each domain.
4. Mindfulness in Daily Life & Practice
We shouldn't simply endure our routines, we should be thriving in them! Learn the power of situational presence and boundaries to maintain emotional regulation regardless of what we face.
Tuesday, February 25
OPTIONAL WELLBEING DAY
MORNING ONLY | KEVIN MAILO, MD & INNA STEFEN, RN, M.ED.
We have enough obligations in our lives. Take this day to sleep, rest, read (leisurely!) or spend time with the ones you love.
But if you're feeling up for some light self-reflective programming (TBA), come and join Kevin and his partner, Inna.
Wednesday, February 26
DAY 2: PULLING BACK THE CURTAIN OF ELITE WEALTH
9AM to 3PM | WING LIM, MD & THE MASTERCLASS FACULTY
Few physicians reach a seven-figure net worth because it is so difficult due to many factors. But it is very attainable through the tax-planning and investing strategies that Canada's wealthiest use.
1. Secrets of the Top 0.1%
2. Wealth Paradigms
3. Building a Pension-Style Portfolio
4. Advanced Tax & Corporate Structuring
Thursday, February 27
OPTIONAL WELLBEING DAY
Programming TBA, Morning Only
KEVIN MAILO, MD & INNA STEFEN, RN, M.ED.
We have enough obligations in our lives. Take this day to sleep, rest, read (leisurely!) or spend time with the ones you love.
But if you're feeling up for some light self-reflective programming, come and join Kevin and his partner, Inna.
Friday, February 28
DAY 3: PRACTICAL STEPS TO ACHEIVING WEALTH
9AM to 3PM | WING LIM, MD & THE MASTERCLASS FACULTY
Lead by the key PhE Lifetime Masterclass Faculty, these sessions will provide eye-opening insights in wealth creation.
1. Your Personalized Financial Playbook
2. 360 Degree Alignment: Personal, Spousal, Professional
3. Breakout Sessions with 3 Options:
a) Tax Tricks, Traps, & Tips
b) Real Estate Pathways
c) Public Market Pearls
Join us for a wrap-up and farewell.
Saturday, March 1
OFF. TIME WITH SELF AND LOVED ONES :)
Sunday, March 2
DEPARTURE HOME
CURIOUS ABOUT THE MASTERCLASS?
True wealth requires ongoing learning with the right mentors.
Find out why so many Canadian physicians have purchased a lifetime membership with us.
LIFETIME MASTERCLASS