About this Event
Retirement planning hasn’t become more complicated but the environment in which retirement unfolds has changed.
For many households, that raises a reasonable question:
Is my current plan still aligned with how retirement will actually work going forward?
This session is not a sales seminar and not a product pitch.
It is a guided conversation led by a Certified Financial Planner, Certified Real Estate Planner, Estate Attorney, and Retirement Mortgage Advisor, focused on the structural elements of a durable retirement plan.
During this discussion, we’ll explore:
- What makes a retirement plan durable—not just optimistic
- How certain decisions quietly shape cash flow, lifestyle, flexibility, and legacy over time
- The often-overlooked role of housing, timing, and legal structure in retirement outcomes
- Where retirees tend to lose flexibility—and where it can be preserved or regained
- How to think about tradeoffs before they become constraints
This is designed for individuals and couples who are within ten years of retirement, or already approaching the transition, and who value clarity over tactics and understanding over pressure.
Expect an informed, practical conversation, thoughtful questions, and real-world context—not scripts, not scare tactics, and not sales pitches.
Join us for 75 minutes.
No pressure. Just good conversation—and better understanding.
Event Venue & Nearby Stays
850 39th Ave SW, 850 39th Avenue Southwest, Puyallup, United States
USD 0.00
