Popcorn and Finance

Financial topics can get complicated fast. Popcorn & Finance is a casual, low-pressure conversation where we take one financial topic at a time, break it down into plain English, and give you a chance to ask a CFP® professional general questions.
No formal presentation. No need to know anything about finance beforehand. Just grab some popcorn, join the conversation, and bring your questions.
Upcoming topics may include:
• Annuities — how they work, when they may make sense, and when they may not
• Long-Term Care — what Medicare does and doesn’t cover, insurance options, and planning ahead
• Running Out of Money — retirement income, withdrawal strategies, longevity risk, and how people plan for an uncertain lifespan
• Social Security and Medicare
• Retirement accounts and investing
• Life insurance
• Taxes and retirement planning
• Market volatility
• Estate and legacy planning
• And other financial questions you want to discuss
What to expect
Each event will focus on a general financial topic, followed by an open Q&A. The goal is education and conversation—not a sales pitch.
Ask the questions you’ve always wondered about:
“Are annuities actually good or bad?”
“How much money do I really need to retire?”
“What happens if I live to 95?”
“Does Medicare pay for a nursing home?”
“When should I start Social Security?”
“Should I pay off my mortgage before retirement?”
There are rarely one-size-fits-all answers, so we’ll talk about the tradeoffs, misconceptions, risks, and options involved.
🍿 Popcorn provided. Questions encouraged.
Important: Popcorn & Finance is intended for general financial education and discussion. Information presented is not individualized investment, tax, legal, insurance, or financial advice. Personal recommendations require consideration of your individual circumstances.