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A Guided Workshop for Those 5–10 Years from Retirement.
The Retirement Planning Crash Course is a 2-hour, in-person workshop designed for individuals and couples who are 5–10 years from retirement and want a clear, practical understanding of how retirement actually works. We’ll cover how income sources fit together, how taxes impact retirement decisions, and the most common mistakes people make as they transition from earning a paycheck to living off their savings. This is a guided, plain-English overview focused on clarity and confidence, not sales, and is ideal for those who want to understand the full retirement picture before making major decisions.
A Guided Workshop for Those 5–10 Years from Retirement.
The Retirement Planning Crash Course is a 2-hour, in-person workshop designed for individuals and couples who are 5–10 years from retirement and want a clear, practical understanding of how retirement actually works. We’ll cover how income sources fit together, how taxes impact retirement decisions, and the most common mistakes people make as they transition from earning a paycheck to living off their savings. This is a guided, plain-English overview focused on clarity and confidence, not sales, and is ideal for those who want to understand the full retirement picture before making major decisions.
