Thrive Financially in Retirement

Explore Sound Financial Strategies for a Confident Retirement

If you are retired or approaching retirement, this two-day educational course is designed to help you better understand key financial concepts that may support your retirement goals. Throughout the program, you’ll learn about strategies to help manage and preserve your retirement assets, along with core investment principles and risk management techniques. We’ll also cover common tax considerations that may arise in retirement and explore how to identify and potentially reduce avoidable estate-related expenses. In addition, we’ll discuss select provisions from the 2025 One Big Beautiful Bill Act and how they may impact your financial planning.