We all carry money experiences that shape how we think, feel, and act with money. Over time those experiences form money scripts — unconscious patterns that quietly drive our decisions. Most people don’t even realize they’re there, yet they play a powerful role in how retirement unfolds.

In this interactive workshop, we take a close look at the beliefs most shaped by these money scripts — beliefs that directly impact retirement success:

1.  “I Still Have Time.”
2.  “I’ll Spend Less in Retirement.”
3.  “What Worked Before Will Work Later.”

Through real-life stories and personal reflection on your own money scripts and experiences, you’ll examine these beliefs, see how they play out in your own life, and learn how a proven process can shift them toward financial freedom in retirement. Participants leave with new awareness, actionable insight, and the opportunity to connect with Jeffrey one-on-one to apply the process to their own retirement.

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Our money experiences stay with us. They shape the way we view saving, spending, risk, and security. Over time, they become money scripts — deep-seated patterns that influence decisions, often without us realizing it.
In this workshop, you’ll:

• Reflect on your own money experiences and the scripts driving your financial choices.
• Examine three common beliefs that quietly undermine retirement success.
• Engage with real-life stories that bring those beliefs into focus.
• Discover a process designed to shift those beliefs and move you closer to financial freedom.

This is an interactive session where you’ll write down reflections, surface hidden assumptions, and recognize the impact of your own money story. At the end, you’ll have the chance to schedule a 1:1 conversation with Jeffrey to apply the process to your unique retirement planning needs.