
You have been responsible about retirement. Disciplined, even. Thoughtful in how you have approached it. The financial plan exists. Perhaps the advisor is engaged. The numbers are moving in the right direction...
And yet, if you are honest with yourself, there are questions that have not been fully answered.
Not about money. About everything else.
What does a typical Tuesday look like, five years into retirement? How much time do you spend with others, and how much apart? What do you need to feel that your days still have purpose and shape? What does a life you actually designed look like, rather than one you simply arrived at?
Most people have touched on these questions. Not because they avoid them. Because until now, life has never required them to be fully answered. Work has been quietly answering those questions on your behalf, structuring your time, your rhythm, and your sense of contribution.
You have been more aligned by schedule than by design.
Retirement changes that. When the structure of work is gone, the assumptions underneath it become visible. The question is whether you surface them intentionally, while there is still time to design around what you find, or whether retirement surfaces them for you.
This is not a financial planning session. It is a guided design session for the lifestyle side of retirement, the part that determines whether the years you have been working toward feel like freedom or feel like drift.
In 90 minutes, you will:
Complete the Retirement Vision Inventory, a structured written exercise across the four areas of life that actually determine whether retirement feels like freedom or whatever happens: purpose and identity, social connection, health and vitality, and financial sufficiency.
Work in a small group with three or four other attendees to share one insight from your inventory and hear what others are discovering in theirs.
Leave with a written first draft of your retirement vision and a clear sense of which areas need attention first.
This workshop is for you if you are approaching retirement and the life side of it has not been fully designed. It is equally for you if you are already retired and the life you are living does not quite match the one you imagined.
You are welcome to attend alone or with a partner.
Date: Wednesday, July 15, 2026
Time: 7:30 PM Central | 8:30 PM Eastern | 5:30 PM Pacific
Format: Live on Zoom. Small groups. Interactive.
Investment: $97