Retirement is one of the biggest transitions a couple will experience — and it’s about far more than money. As careers wind down and routines change, couples often face important questions about lifestyle, purpose, healthcare, travel, family, finances, and how they want to spend this next chapter together.

This engaging workshop explores the financial and emotional conversations couples should have before and during retirement, including retirement timing, Social Security, healthcare planning, caregiving, spending priorities, and navigating changing roles and expectations.

Because successful retirement planning isn’t just about preparing financially — it’s about building a life that works well together