March 17, 2026
The Retirement Checklist: 15 Things to Do Before You Quit Working (Webinar)
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*FREE FOR MEMBERS ONLY*
ABOUT THIS COURSE
Retirement is more than a date on the calendar—it’s a major life transition that requires thoughtful planning. This course walks participants through the key financial, lifestyle, and personal decisions to consider before retiring. From budgeting and income strategies to healthcare, taxes, and long-term goals, attendees will gain a clear framework to help them retire with confidence, clarity, and peace of mind. Whether retirement is a few years away or right around the corner, this class provides practical guidance to help you prepare for what’s next.
WE WILL COVER
- How to build a realistic retirement budget and income plan
- Strategies for Social Security, retirement account withdrawals, and taxes
- How to manage debt, inflation, and unexpected expenses
- Healthcare and Medicare planning essentials
- Estate planning and protecting your legacy
- Lifestyle planning: daily routines, goals, and where you’ll live
- The value of working with a fiduciary financial advisor
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