05
Aug
Retiring Responsibly: Planning for the Retirement You Envision
Description
Retirement today can look very different than it did for previous generations. Longer life expectancies, inflation, market changes, taxes, healthcare costs, and family responsibilities can all affect how confidently someone steps into retirement.
This Lunch & Learn is designed for those approaching retirement, newly retired, or already retired who want to better understand how to create a more thoughtful and sustainable retirement income strategy.
We'll discuss
- What it means to retire responsibly in today's economy
- How inflation and market changes may affect retirement income
- Why retirement income planning is different from simply accumulating assets
- Common risks that can affect retirees, widows, and surviving spouses
- Planning conversations to consider before making major retirement decisions

Date and Time
Wed, August 05, 2026
11:30a - 12:30p PST
Location
Summer Wealth & Retirement Lunch & Learn Series
Verdani Office Complex, 6130 Innovation Way
Carlsbad,
CA
92009