top of page

Senior Planning: Navigating Financial Wellness in Retirement

The Senior Planning workshop is designed to empower individuals in their golden years.

The Senior Planning workshop is designed to empower individuals in their golden years to make informed financial decisions and achieve peace of mind in retirement. This workshop will cover essential topics tailored to the unique needs of seniors, including retirement income planning, healthcare costs, long-term care options, estate planning, and maximizing Social Security benefits. Expert speakers will provide valuable insights and practical strategies to help participants optimize their financial resources, protect their assets, and maintain a comfortable standard of living throughout retirement. Whether you're approaching retirement or already enjoying your golden years, this workshop offers invaluable guidance to help you navigate the complexities of senior financial planning with confidence and security. Don't miss this opportunity to take control of your financial future and enjoy a fulfilling retirement lifestyle.

bottom of page