Solving The Retirement Puzzle

About this workshop

A practical, easy-to-follow session that helps you “solve the retirement puzzle” — how Social Security, savings, investments, and healthcare all fit together to support the lifestyle you want.

• Key risks to your retirement nest egg (inflation, taxes, market volatility)
• How to turn savings into reliable income you can’t outlive
• Coordinating Social Security, Medicare, and other benefits with your plan