You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different!

Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a plan for long-term care, and leaving a meaningful legacy should all be part of your retirement roadmap.

During this interactive workshop, we experience retirement through the eyes of John and Sue. We see the decisions they have to make and some of the strategies they use to make the most of their retirement savings – including a six-figure savings tax strategy!