Retire This Weekend

In one weekend, move from uncertainty to a written retirement income, investment and tax plan—personalized just for you.

You’ve worked hard to get here. You’ve saved, invested, and built a foundation for retirement. Now the challenge is putting all the pieces together—when to retire, how to use your savings wisely, what to do about healthcare, and how to feel confident that you’re ready. The decisions you make now will shape your retirement for years to come, and the good news is there are straightforward ways to create clarity and peace of mind.

If you’re ready to build retirement confidence, the Retire This Weekend workshop is for you.

About the Retire This Weekend Workshop

Friday Morning Session: Attend a 2 hour retirement planning workshop on Zoom.

Friday Afternoon Session: Attend a 1:1 30 minute personalized consultation, applying what we learned in the morning to your specific situation.

Who should sign up for the Retire This Weekend Workshop?

  • Adults age 55–70 who are retiring in the next 2 years

  • Households with $500,000 or more in retirement savings and investments

  • Couples or individuals who want clarity on when they can retire and how to structure income

  • Professionals who feel overwhelmed by Key decisions around turning your portfolio into a paycheck

  • Those who want a personalized action plan, not a generic retirement talk

What will I receive in the Retire This Weekend Workshop?

  • During the morning session, you’ll receive 2 hours of financial education covering:

    • The 3 Big Retirement Decisions – When to stop working, how much income you’ll need, and where it will come from.

    • Income Made Simple – Understanding your options and how to choose what’s right for you.

    • How to Pay Yourself in Retirement – The best order to use your accounts so your money lasts longer.

    • Healthcare & Medicare Basics – What to know about coverage, costs, and timing.

    • Protecting Your Nest Egg – Simple ways to guard against market ups and downs.

  • During the afternoon 1:1 session, we will:

    • Fill in your Retirement Blueprint with your own numbers — Social Security, pensions, savings, and investments.

    • See your monthly retirement paycheck — including how much can reliably come from your investments.

    • Review your investment mix — to see if it matches your retirement goals and risk comfort.

    • Spot your tax sweet spot — when shifting money between accounts could save you thousands.

    • Map out your healthcare path — when Medicare starts and what costs to plan for.

    • Leave with a simple 30-day action plan — your top steps to feel confident about retiring.

Ready to Retire This Weekend ?

By selecting a time below for your 1:1 session, you will automatically be registered for the morning (2 hour) session.