Retirement Planning Hands-On Seminars: Learn by Doing
Chosen theme: Retirement Planning Hands-On Seminars. Roll up your sleeves for practical workshops, real-world drills, and stories that turn abstract retirement questions into confident, repeatable actions. Subscribe for tools, invites, and timely reminder checklists you can actually use.
Build Your Retirement Readiness Toolkit
Bring last month’s statements, categorize spending together, and project a first-year retirement budget you can test. One reader halved uncertainty after spotting hidden subscriptions. Download our template and tell us where your biggest leak surprised you most.
We pressure-test your comfort with losses using scenarios and a mock portfolio. When Karen watched a 20% drop in rehearsal, she adjusted equity exposure and slept better. Share your threshold and compare notes with peers respectfully.
In fifteen focused minutes, identify one automation that raises your savings rate this month—auto-increase, windfall rules, or redirecting raises. Post your chosen tweak, and revisit next seminar to measure momentum together.
Claiming Ages Sandbox
Explore age 62 through 70 with break-even charts and longevity sliders. After running the numbers, Drew chose 70 and insured longevity risk with a small annuity. Try the sliders, then comment which scenario fit your household assumptions.
Spousal and Survivor Tactics Walkthrough
Couples practice coordinated timing to maximize survivor benefits. We map roles on a whiteboard so both partners see trade-offs clearly. Bring questions, and record your playbook to share with family who may need to act under stress.
Timing and Taxes Integration
We blend claiming choices with Roth conversions and part-time income, so tax brackets stay friendly. Upload your draft timeline, and we’ll note checkpoints you can revisit annually without starting from scratch.
Healthcare and Medicare Prep Studio
We map enrollment windows, late penalties, and Part B/Part D decisions on a single sheet you can tape to the fridge. Add your dates, set reminders, and tell us which deadline was most confusing before the exercise.
Healthcare and Medicare Prep Studio
Run a twelve-month mock budget including premiums, copays, dental, and vision. One attendee discovered annual travel immunizations weren’t in the plan. Share a line item you almost missed and lock it into your baseline.
Tax-Savvy Drawdown Exercises
With colored blocks and a big whiteboard, we slot income sources into brackets year by year. Surprising gaps emerge for harvesting gains. Post your two best low-tax years for action, and we’ll cheer your plan.
Income Streams and Safety Nets Lab
Pension Options Role-Play
We act out single life versus joint-and-survivor elections with real pension line items. Partners trade roles to feel the risk. Record your choice, write why, and share it with a trusted friend for accountability.
Annuity Hands-On Comparison
We unpack quotes side by side, calculating internal rates and guarantees without sales pressure. After the math, decide if income insurance fits your plan. Upload anonymized specs, and crowdsource questions you want answered.
Lifestyle Design and Purpose Sprints
Retirement Week Pilot
Schedule a trial week with volunteer days, hobbies, workouts, and quiet time. Track energy highs and lows. Share your favorite hour, and we’ll spotlight ideas that made mornings joyful without a work calendar.
Meaning Map Workshop
Through prompts and sticky notes, you connect skills, causes, and relationships into a purpose map. When Priya saw hers, she emailed a museum to volunteer. Post a photo of your map or three words that define it.
Family Alignment Session
We script conversations about money, time, and expectations. Couples leave with a shared Saturday plan and fewer silent assumptions. Comment with one agreement you reached and one topic that deserves another coffee.
Beneficiary Audit Blitz
Log into every account and verify beneficiaries in a timed sprint. We’ve seen decades-old exes still listed. Report one fix you made, and set a recurring reminder to repeat the audit annually.
Letter of Wishes Writing Hour
Craft a plain-language letter explaining values, keepsakes, and digital instructions. A widow once said this document felt like a warm hand on her shoulder. Write yours, then share a line you’re proud of.
Digital Vault Setup
We organize passwords, documents, and contacts in a secure vault, with access instructions for your executor. After setup, nominate a digital deputy and confirm they can find everything within five minutes.