This solution-based workshop is focused on the unique stresses that individuals and couples experience in years leading up to retirement, and the first five years following. Among the issues discussed are (1) Get ready, get set…go!, (2) How to prioritize lifetime goals (the “bucket” list), (3) How to have the “money talk” with your family, and (4) How to get from here to there: planning for a future with uncertainties.
