Retirement Design Lab is a nationwide educational initiative to empower consumers to take control of their retirement.
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Retirement Design Lab is a nationwide program providing financial wellness education and resources to help individuals across all stages of life plan for a secure and fulfilling retirement. With different areas of specialization, we work with a diverse network of financial professionals to help further our mission to help everybody achieve financial freedom.
Retirement Design Lab is for anyone that wants to take control over their finances and put themselves on the path toward financial freedom. Retirement Design Lab has tailored events and resources to fit a wide range of people, including busy professionals, state and federal employees, retirees, and those aspiring to retire.
Our workshops and webinars cover a wide range of topics, including:
- Budgeting and saving for retirement
- Choosing the right investment strategies
- Understanding Social Security and Medicare
- Planning for healthcare in retirement
- Making sense of your pension options
- Downsizing and lifestyle changes
- Finding purpose and happiness in retirement
We offer both! You can find in-person workshops led by local financial professionals in various cities nationwide, as well as convenient online webinars you can attend from anywhere.
Many of our events are free or have nominal fees to cover administrative costs. We also offer some premium workshops with more in-depth content and personalized guidance.
The Retirement Design Lab instructors are financial professionals that take the time to teach our courses. These instructors operate their own independent practices throughout the country and work with clients in their local area. Many of them offer long-distance (virtual) meetings as well to make their services available to clients outside of their local geography.
Starting early is key to a secure retirement. Our workshops can help you understand the basics of saving, investing, and make informed financial decisions now that will benefit you in the long run.
That is THE GOAL. Our workshops break down complex financial concepts into easy-to-understand terms and help you develop a personalized plan based on your unique circumstances.
Our workshops, seminars, and webinars will provide a good foundation for education, but to truly evaluate your goals on an individual basis, we encourage attendees to meet individually with the instructor of the course. These professionals will typically make some time available to meet with people individually to discuss planning goals.
Given the complex nature of many topics, our instructors will likely discuss areas such as estate planning or tax planning at a high level. To assess your current situation in relation to these topics, you may need to speak to licensed individuals that specialize in that area. Feel free to ask our instructors if they can advise on specific topics or if they can direct you to a local licensed professional in that area.
We understand that concern. In fact, it’s one of the biggest concerns soon-to-be retirees have. Our workshops offer practical strategies for maximizing your retirement income and making your nest egg last throughout retirement. Our professionals will work with you to help you to build a retirement income plan that provides you with greater confidence in your retirement plan.
Don't worry, we're here to help! Our workshops provide guidance on transitioning to retirement, claiming Social Security and Medicare, choosing the right investment strategies for your retiree lifestyle, and navigating healthcare options.
Retirement planning and personal finance is a lifelong learning journey! We offer workshops on a wide range of topics, like managing your retirement income, finding purpose and staying active in retirement, and navigating healthcare changes as you age. Just like doctors, lawyers, auto mechanics, and just about every other profession, you may find that a second opinion provides you with a greater degree of confidence about your future. In other words, YES, you are welcome!
Your Goals, Your Dreams, Your Ideal Retirement
Many financial seminars and webinars offer good information but forget that your vision of the ideal retirement is what should drive your financial planning.
Our events are led by instructors coached to help you define your ideal retirement and show you paths to work towards it. These aren't your average retirement planning events. Retirement Design Lab offers live, interactive events both in-person and online, where your questions and curiosities are welcomed. Our instructors focus on education, empowerment, and helping you work towards your retirement.
Our team of experienced instructors have been helping people understand their retirement options for many years. They have a wealth of knowledge in the financial services industry and a deep understanding of long-term financial planning. They are passionate about helping people reach their goals and objectives.
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