Retirement isn’t just about how much you saved — it’s about how confidently you spend.
Many retirees worry quietly: Will my money last? Am I spending too much? Am I being too cautious? Too often, financial conversations are filled with jargon, pressure, or fear-based
messaging.
This free educational seminar focuses on helping you understand the real financial realities of retirement, how taxes, inflation, healthcare, and longevity affect your money — and how informed planning restores confidence and calm.
No products. No pitches. Just clarity.
You’ll Learn:
Why fear-based spending is common — and costly
How inflation and taxes impact retirement income
The difference between being cautious and being constrained
How legal and financial planning intersect
What questions protect long-term confidence
Expert Panelist (Discussion Flow)
Financial Planner / Wealth Manager (Fiduciary): Focus: Income sustainability, spending confidence, inflation
CPA or Tax Professional: Focus: Taxes, withdrawals, required distributions
Estate & Elder Law Attorney: Focus: Legal protections, long-term planning, contingencies
Register online or by phone at yoursilverjourney.com
Time: 2:00pm - 3:30pm
Location: Lora Hussey Room