Planning Value

The Freedom Workshop
2026-12-11 10:00 - 11:30 (America/Chicago)
The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC

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

Half-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire

DiagnosticPinpoints your problem areas impeding Half-Retirement

Workbook100+ page reference guide chock full of exercises, cheat sheets, and more

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

SoftwareCut your workload with the help of our software

Best PracticesAugment the training by borrowing best practices from existing Half-Retirees

Tips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year

Bonus ChapterGet this valuable addition to the book

Spouses Guide100’s of hacks, best practices, cheat sheets and more to speed your Half-Retirement

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.

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
