Estate & Retirement Planning Simplified
Join us for a clear, easy-to-follow session designed to help you understand the big moving parts of a strong retirement plan—income, taxes, healthcare, and estate planning—so you can make confident decisions.
What we’ll cover
A practical, plain-English workshop to help you connect the dots—so your retirement plan feels simpler, clearer, and easier to act on.
- How retirement income typically works (and common gaps to avoid)
- Social Security timing basics and coordination with other income
- Tax-smart planning themes for retirement withdrawals
- Healthcare & Medicare considerations as you approach retirement
- Estate planning essentials: beneficiaries, wills/trusts, and keeping plans current
- A simple next-step checklist you can take home
Women, Wisdom & Wealth — Pivoting Toward Retirement with Confidence
Join us for an exclusive evening designed to help you move toward retirement with clarity and confidence. We’ll cover practical strategies, thoughtful planning themes, and the key decisions that can help align your financial plan with the life you want next.
What you’ll take away
This is a relaxed, informative evening focused on real-world retirement planning topics—without jargon. Expect practical insights you can use right away, plus time for questions.
- Key retirement “pivot points” and how to plan around them
- Strategies for turning savings into dependable income
- Reducing common retirement risks (taxes, inflation, healthcare, market swings)
- How to coordinate Social Security and other income sources
- Simple planning steps to help protect your lifestyle and legacy
- Next-step checklist you can take home
Women, Wisdom & Wealth — Pivoting Toward Retirement with Confidence
Join us for a relaxed, informative lunch designed to help you move toward retirement with clarity and confidence. We’ll focus on practical planning themes and the key decisions that can help align your finances with the life you want next—without the jargon.
What you’ll take away
This complimentary lunch event is focused on real-world retirement planning topics—clear, practical, and built for action. You’ll leave with a simple framework and next-step checklist.
- Key retirement “pivot points” and how to plan around them
- Strategies for turning savings into dependable income
- Reducing common retirement risks (taxes, inflation, healthcare, market swings)
- How to coordinate Social Security and other income sources
- Simple planning steps to help protect your lifestyle and legacy
- Next-step checklist you can take home
Estate and Retirement Planning Workshop
Join us for an easy-to-follow, practical session designed to simplify estate planning. We’ll cover the essentials, common mistakes to avoid, and a clear checklist you can use to take action.
What we’ll cover
Estate planning doesn’t have to be overwhelming. This session is designed to give you a clear understanding of the basics and the “next right steps.”
- Wills vs. trusts — what they do (and don’t) accomplish
- Beneficiary designations and why they matter
- Powers of attorney and healthcare directives
- Common estate planning mistakes families make
- Simple steps to help reduce delays, confusion, and avoidable costs
- A practical checklist you can use right away
