During this event, you’ll learn:

🔹 What the Fragile Decade Is — and Why It Matters

Understand the 5‑years‑before / 5‑years‑after framework and why research shows this is when retirees feel most financially and emotionally vulnerable.

🔹 How Retirement Transitions Really Work

Learn the four phases of major life change — Anticipation, Ending, Passage, and New Normal — and how they affect your mindset, identity, and planning.

🔹 How to Prepare for a Confident Retirement

We’ll walk through a practical year‑by‑year checklist covering savings reviews, income planning, spending audits, healthcare decisions, long‑term care, taxes, housing, purpose‑building, and more.

🔹 How to Build a Retirement Filled With Purpose, Structure & Joy

Retirement isn’t just about money — it’s about designing the life you want to live. We’ll explore priorities, passions, well‑being, and the four pillars of a happier retirement: Money, Health, Connection, and Purpose.

This event is designed to give you clarity, direction, and peace of mind as you prepare for one of life’s most meaningful milestones. Whether your retirement is approaching soon or still years away, you’ll walk away with a roadmap that makes the next chapter feel exciting — not overwhelming.