Retirement: Excitement or Uncertainty?

The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails. Experience a typical scenario in our planning software to see how decisions impact your retirement goals. While focused on a Gen X couple, all ages are welcome. Join us for the virtual event in August!

Date: Wednesday, August 19th, 2026

Time: 5:30 PM

Location: Virtual Event

Presenters: Laurie Kramer, CFP® and Alan Menase, CFP®

RSVP Here