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Stop Playing Checkers with Your Retirement Taxes and Start Playing Chess
Money Management

Most retirees plan taxes year by year, but lasting retirement success requires a long-term strategy. Learn practical lessons for reducing lifetime taxes, not just this year’s bill, including how Social Security and Medicare surcharges work, avoid costly mistakes, prepare for future tax law changes and more. Leave with clear strategies and a helpful take home workbook to guide your next moves with confidence.

Adult Fall 2026
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The Retirement Sweet Spot: Balancing Health, Wealth and the Freedom to Enjoy Both
Money Management

What good is retirement if you don’t have the health or financial confidence to enjoy it? Discover practical ways to answer one of retirement’s biggest questions: “How much can I safely spend while I’m healthy enough to enjoy it?” Discover specific health strategies (beyond the typical “diet and exercise” conversation) that can help preserve the energy, mobility and independence needed to fully enjoy retirement. Perfect for current retirees and those preparing for retirement.

Adult Fall 2026