Plan For Retirement With Confidence
Wednesday, April 1, 2026 (5:30 PM - 7:00 PM) (MDT)
Description
Retirement Planning Workshop to reflect your values and meet your goals
This event is a personalized guided working session. Danielle Howard, CFP and our team will walk through structured exercises and help you apply them to your own situation in real time.
During the session, you will
Clarify what retirement success actually looks like for you
- Evaluate balance across key life areas such as family, health, finances, leisure, and community
- Identify whether your essential expenses are covered by reliable income sources
- Understand how discretionary spending connects to portfolio design
- Assess whether you have adequate reserves for contingencies
- Examine longevity, lifestyle, liquidity, legacy goals, and optimal financial tools
You will leave with written insights, clearer priorities, and specific questions to address next, whether with us or on your own.
Pricing
Complimentary
Wednesday, April 1, 2026 (5:30 PM - 7:00 PM)
(MDT)
Wednesday, April 1st from 5:30 - 7:00 p.m.
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