Workshops
Retirement and Estate Planning Workshop
About this workshop
A practical, easy-to-follow session that helps you approach retirement and estate planning with confidence — how income, taxes, investments, healthcare, and legacy planning can all work together to support the lifestyle you want.
- Key risks to your retirement nest egg (inflation, taxes, market volatility)
- Strategies to turn savings into reliable income you can’t outlive
- Coordinating Social Security, Medicare, and other benefits with your plan
- Estate and legacy basics: wills, trusts, and beneficiary mistakes to avoid
(Includes Dinner)
You’re invited to attend
Retirement Masterclass
About this workshop
A practical, easy-to-follow session that helps you approach retirement with confidence — how income, taxes, investments, and healthcare can all work together to support the lifestyle you want.
- Key risks to your retirement nest egg (inflation, taxes, market volatility)
- Strategies to turn savings into reliable income you can’t outlive
- Coordinating Social Security, Medicare, and other benefits with your plan
Retirement and Estate Planning Workshop
About this workshop
A practical, easy-to-follow session that helps you approach retirement and estate planning with confidence — how income, taxes, investments, healthcare, and legacy planning can all work together to support the lifestyle you want.
- Key risks to your retirement nest egg (inflation, taxes, market volatility)
- Strategies to turn savings into reliable income you can’t outlive
- Coordinating Social Security, Medicare, and other benefits with your plan
- Estate and legacy basics: wills, trusts, and beneficiary mistakes to avoid
