An Educational Retirement Planning Workshop

Preparing for retirement brings important decisions—and the right knowledge can make all the difference. Passport to Retirement is a two‑part educational workshop designed for individuals who are approaching retirement and want to feel informed, prepared, and confident as they plan their next chapter.

Led by Steve Kornetzke and David Purcell, this workshop focuses on practical retirement planning considerations and key strategies intended to help attendees better understand the financial landscape they may face in retirement. The sessions are educational in nature and designed to help clarify common questions around retirement readiness.

What to Expect

This workshop is offered as two evening sessions, each building on the other:

• Session 1: First week
• Session 2: Second week
• Time: 6:00 PM – 8:30 PM

During the sessions, participants will explore:

• Helpful retirement planning tips and key strategies
• Common risks retirees may encounter and how to think about them
• The role of safety nets in a retirement plan
• Important tax considerations and how they may impact retirement income

The goal of Passport to Retirement is to provide education and perspective—helping attendees better understand the decisions ahead and feel more confident navigating the transition into retirement.

This workshop is ideal for those who are nearing retirement or beginning to think seriously about how to prepare for it, and who value learning in a structured, informative, and approachable environment.