Hosted By

Jenn Seeger

Retirement Income Specialist

An Interactive Workshop Designed to Answer The Four Financial Questions Everyone Over 40 Should Know

This is not a generic financial seminar. This is not a sales presentation.

This is a small, private workshop for couples who are serious about making smart decisions with their money before retirement.

You are here because someone thought highly enough of you to extend a personal invitation.

During This Private Session, You’ll Get Clear Answers to the 4 Most Important Financial Questions:

1. What rate of return must your current assets earn to maintain your lifestyle — adjusted for inflation — without running out of money?

2. How much should you be saving each month (or year) to ensure your future income matches your current standard of living?

3. How long do you realistically need to keep working before your accumulated assets can support you through life expectancy?

4. If you retired today, how much would your lifestyle need to change to prevent your money from running out?

Using my Financial GPS Planning Software, we will model your real numbers so you can see your financial trajectory clearly — not based on guesses, but on math.

Who This Workshop Is For

This session is specifically for:

- Professionals and couples age 40+

- Those serious about retirement clarity

- Individuals saving at least 10% of income and/or with $250K+ in assets

- People who value thoughtful, disciplined financial decisions

If that sounds like you, you’re in the right place.

What to Expect

- A small, private group setting

- Interactive financial modeling

- Clear, straightforward education

- No pressure

- No obligation

Complete confidentiality (anything entered into the software can only be seen by you)

The Workshop Outcome

You won’t leave with more information. You’ll leave with clarity, confidence, and clear next steps.

By the end of this private workshop, you will know:

✔️ Are you truly on track — or just hoping things work out?

✔️ How much is actually enough for your lifestyle?

✔️ What rate of return do you really need — not what someone guessed.

✔️ If nothing changes, will you be okay?

Your Personalized Financial Snapshot

Before you leave, you’ll receive:

1) A downloadable Personal Financial Report answering the 4 most important questions about your future.

2) A one-page Financial Fact Checker summarizing your entire financial picture in one clear view.

3) Access to the same modeling tool so you can adjust variables at home and see how decisions impact your future in real time.

Financial GPS Workshop Details

Time:
Fridays at 10:00am

Location:
T1ME & Co (Google Map)
2nd floor of Sunrock Condo Hotel Lobby. Take the stairs to the second level and enter through the doors on your left.

Please bring:

- Your laptop or tablet

- Pre-Workshop Financial Checklist items (sent after registration)

Reserve Your Seat

Because this is a private, invitation-only workshop, seating is limited. If you would like to attend, please complete the registration form below to request your seat.

Once confirmed, you’ll receive:

- The address

- The pre-workshop checklist

- Final event details