Frequently Asked Questions

Q: Do I need to know what I want to do in retirement before attending a workshop?
A: Not at all. The workshop is designed to help you discover  your possibilities, whether you’re feeling uncertain, overwhelmed with too many ideas, or somewhere in between.

Q: Is this workshop about financial planning?
A: No. While money is certainly an important piece of retirement, this workshop is focused on the non-financial  aspects—your time, identity, relationships, passions, and purpose. It complements the financial work you may already be doing, and if you’d like, you can share it with your financial planner so your money plan and your life vision work hand in hand.

Q: Who should attend?
A: Anyone who is approaching retirement (within the next 5 years) or has recently retired and wants to create a more intentional, fulfilling lifestyle. Couples are especially encouraged to attend together (and there is no additional charge for the second person).

Q: How is the workshop structured?
A: It’s interactive, practical, and reflective. Through guided exercises and discussion, you’ll explore your dreams, clarify your values, and start building a framework for your next chapter.

Q: Will I leave with something tangible?
A: Yes! You’ll receive a workbook that captures your insights, ideas, and plans—something you can continue to build on long after the workshop.

Q: Can both partners attend?
A: Yes—and it’s highly encouraged. Retirement impacts both of you, and many couples find the shared conversations especially valuable. Note: the price for a couple is the same as for one individual, so encourage your significant other to attend too!

Q: What makes this workshop different?
A: Most retirement prep focuses only on finances. Picturing Retirement  focuses on the life you want to create beyond money. It’s about moving from “work mode” to “wow mode.”

Q: How long is the workshop?
A: Two 2-hour sessions (via Zoom or in person), plus an optional follow-up coaching call to support you as you put your ideas into motion.

Q: What’s the biggest benefit of attending?
A: Clarity. You’ll walk away with a clear vision of how you want to live in retirement and practical next steps to start making it happen.