Monthly · Online
Retirement Income Lab
A guided workshop on coordinating Social Security, savings, pensions, and portfolio withdrawals.
- One focused planning topic
- Downloadable worksheet
- General Q&A
Quarterly · Online
Market Perspective Briefing
A calm review of market conditions, retirement-income risks, and the difference between headlines and planning decisions.
- Quarter in review
- Risk and income themes
- Long-term perspective
Member Session · Online
Ask the Education Team
Bring general questions about retirement transitions, income planning, estate topics, and family conversations.
- Questions submitted in advance
- Multidisciplinary discussion
- Educational resources
Past Poll Highlights
Questions that shaped member conversations
These informal community polls helped identify the retirement topics members wanted to explore next. They are educational pulse checks, not scientific surveys.
What creates the most uncertainty when turning savings into retirement income?
Knowing how much can be withdrawn
Coordinating multiple income sources
Managing market downturns
Planning for inflation
Discussion takeaway: Members wanted a clearer process for connecting spending needs with a sustainable withdrawal plan.
Which Social Security question deserves the clearest explanation?
When to claim benefits
Spousal and survivor benefits
Working while receiving benefits
Taxes on benefits
Discussion takeaway: Timing choices matter most when considered alongside health, longevity, household needs, and other income.
Which nonfinancial transition feels most important to prepare for?
Finding purpose and a new routine
Healthcare and caregiving changes
Family communication
Building social connection
Discussion takeaway: A successful retirement plan should support identity, relationships, purpose, and wellbeing—not only account balances.
Future Conversations
Topics members can help us prioritize
Poll results shown are informal community feedback rounded for readability and are not representative of the general population. Events provide general education, not individualized investment, tax, legal, healthcare, or financial advice.
Help choose the next conversation
Send us the retirement question you would most like the team to discuss.