Workshop: Strong Year, Strong Future: Retirement Financial Check-Up and Home Insurance Review for 2026

Start the new year with clarity and confidence. This workshop brings together two critical pillars of retirement stability—your financial health and the protection of your home. Whether you’re preparing for long-term security or simply want to avoid costly surprises, this session will help you take control before the unexpected happens.

This session brings together a trusted team of professionals — an Estate Planning Attorney, a Financial Planner, a Retirement Mortgage Specialist, and an Insurance Agent — to help you integrate every piece of your financial, retirement, and legacy plan.

What You’ll Learn

• Retirement Financial Health Check-Up Learn how to evaluate your income, expenses, investments, and insurance needs for the year ahead. Understand how changes in retirement accounts, taxes, or market conditions could impact your cash flow and long-term stability.

• Home Insurance Review for 2026 Discover the most overlooked gaps in home insurance coverage—especially issues that can leave retirees financially vulnerable…