Plan Smart, Retire Well

This in-person event is designed for individuals and families who want to approach retirement with clarity, confidence, and a solid plan. We’ll walk through the key financial and lifestyle decisions that come with aging, downsizing, and planning for the years ahead—whether for yourself or for aging parents.

Learn how to make your money work smarter today so you can retire on your timeline, not someone else's. We'll discuss strategies to support aging parents and how to plan financially for yours and their future.

Attendees will also gain insight into choosing the right retirement living option—whether you’re highly active and social, looking for a low-maintenance lifestyle, or anticipating the need for hands-on care. The goal is to help you align your finances, housing choices, and lifestyle so your next chapter supports the life you actually want to live.

We will share our expetise with you for about 45 minutes, and the remaining time will be followed by a casual atmosphere to have your questions answered.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Shannon Gervais