The Golden Road to Retirement Living
The Golden Road to Retirement Living is a series of monthly Lunch & Learn Workshops that you can use as your gateway to explore the opportunities and solutions that support a secure and fulfilling retirement lifestyle. Designed for seniors and their families, and presented by professionals in our community, these events offer expert insights, practical advice, and valuable resources on topics like financial planning, housing options, and maintaining independence.
Whether you’re planning for the future or navigating life’s transitions, our events can provide the guidance and tools to help you make informed decisions with confidence. Join us on the Golden Road to discover how to create a retirement that’s as vibrant and rewarding as you’ve imagined.
Each month a new workshop will be presented by a member of our Golden Road Network Group, and/or carefully vetted referral partners. You will get the opportunity to meet all of our team members and connect with other like-minded seniors too! So, come, have lunch on us and learn how you can make your golden years of retirement independent, prepared and enjoyable.
Our Upcoming Golden Road Lunch & Learn Workshops:
Our Golden Road to Retirement Living Members:
Learn More About "Our Golden Road to Retirement Living" Community Education Team
Our Golden Road to Retirement Living education team members are part of a special community designed to help retirees embrace a vibrant, secure, and fulfilling lifestyle. Members gain access to trusted resources, including experienced Estate Planning Attorneys, financial specialists, and housing experts, all focused on helping you navigate the important decisions that come with retirement. Whether you're planning your future, protecting your assets, or exploring new living options, our network provides the support and guidance you need. Join us and take confident steps on your journey to a well-planned and rewarding retirement.
Tessa Roberts, Esq., Estate Planning Attorney
Phone: 253-498-0200
Email: tessa@washingtonestateservices.com
Website: https://www.washingtonestateservices.com/
Address: P.O. Box 490, Wauna, WA 98395
David Jordan, CFP®, RICP®, BFA™, Financial Planner
Phone: 360-763-0615
Email: david.jordan@thrivent.com
Website: Connect.thrivent.com/david-jordan
Address: 2819 NW Kitsap Pl, Ste 100
Silverdale, WA 98383
Shannon Faulkner, Retirement Mortgage Specialist
NMLS#2634518
Phone: 360-972-7306
Email: shannon.faulkner@FairwayMC.com
Website: MyReverseMortgageWA.com
Address: 9307 Bay Shore Drive NW, Suite 200,
Silverdale WA 98383
KJ McLean, Owner
Phone: 360-991-4911
Email: kjmcjunk1@gmail.com
Website: http://www.mcjunkpnw.com
Address: 8874 Banner Rd SE, Port Orchard, WA 98367
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Vonnette McKibben, Home Care Consultant
Phone: 360-782-4663
Email: vonnette.mckibben@homeinstead.com
Website: https://www.homeinstead.com/location/616/
Address: 840 Callahan Dr, Bremerton, WA 98310
At The Golden Road to Retirement Living, we know that trust is everything when it comes to planning for your future. That’s why we’ve carefully vetted each of our referral partners — including clutter control specialists, general contractors, handyman services, accountants, and more — to ensure they meet the highest standards of expertise, integrity, and service. You can feel confident knowing you’re connected with professionals who are committed to helping you make every step of your retirement journey as smooth and stress-free as possible.
If you are interested in learning more about who you can trust to help you age in place, please reach out to one of our team members. We would be happy to provide you with our carefully curated list of trusted professionals who are ready to support you in making your home — and your lifestyle — safe, comfortable, and suited for the years ahead.
Interested in having the our Golden Road Team come to your senior center, church, or club? Click the link below to let us know some of the details. We will reach out to you to schedule time to talk.
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Stay informed and take control of your financial future by joining our mailing list! As a subscriber, you’ll receive expert insights, updates on Home Equity Conversion Mortgage (HECM) loans, and helpful resources delivered straight to your inbox. Whether you’re exploring options or ready to take the next step, our curated content will keep you informed and empowered. Sign up today and stay connected with the latest tools and information to support your retirement goals!
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Copyright©2025 Fairway Independent Mortgage Corporation (“Fairway”) NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. All rights reserved. Fairway is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates, and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Equal Housing Opportunity.