March 13, 2026 (Presentation Slides)
This workshop explains how to turn retirement savings into a sustainable income plan by aligning financial decisions with personal goals while addressing key risks like longevity, inflation, and market volatility.
It challenges common retirement myths and highlights the importance of Social Security timing, long-term investing, and disciplined withdrawal strategies.
The framework centers on a simple, one-page financial plan that integrates goals, current finances, strategy, protection, and clear next steps.
