Looking For a
Financial Partner?

Connect with one of our Retirement Design Lab instructors to start your financial journey.

Retirement Design Lab
Instructors

Retirement Design Lab instructors are independent financial professionals who serve a diverse client base; many of them serve clients in multiple states throughout the country.

Arturo Burgueno

Wealth Management and Legacy Planner
San Antonio, TX
https://www.retirewitheverest.com/

Barry Thomason

Founder/Owner | Financial Advisor
Chewelah, WA
https://www.thomasonfinancial.net/

Ben Harvey

Senior Financial Planner
West Chester, OH
https://www.pathwayplanners.com/

Bernie Avon

Financial Advisor
Pittsburgh, PA
https://www.pennfinancialservicesllc.com/

Bill Romeo

Certified Financial Planner™
Matthews, NC
https://www.retirewitheverest.com/

Bob Travers

Investment Advisor Representative
Homer Glen, IL
https://www.legacyfinancialusa.com/

Chris Tanke

Financial Advisor, Founder & CEO
Grand Haven, MI
https://www.strategicfg.net/

Craig Watkins

Managing Partner; Financial Advisor
https://www.cfgstrategies.com/

Dan Welp

Chief Financial Officer | Wealth Planner
North Mankato, MN
https://www.welpfinancial.com/

David Greene

Wealth Advisor
Las Vegas, NV
https://www.beaconfinancialgrp.com/

Greg Zott

Financial Advisor
Troy, MI
https://www.gnzfinancial.com/

Jake Towles

Financial Advisor
Raleigh, NC
https://www.generations-wealth.com/

Jim Yent, ChFC, CFA

Wealth Advisor
Raleigh, NC
https://www.goldenyearsadvisors.com/

Levi Edgecombe

Financial Advisor
Puyallup, WA
https://www.tahomaadvisorygroup.com/

Mike Smolko

Financial Advisor
Puyallup, WA
https://www.tahomaadvisorygroup.com/

Nick Wages

Wealth Advisor
Lee's Summit, MO
https://www.srgfinancialadvisors.com/

Sam Williams

Financial Advisor
Grand Rapids, MI
https://www.premier-financial.com/

Sara Wolf

Financial Advisor
St. Joseph, MI
https://www.wolfadvisoryservices.com/

Scott Hilliard

Financial Advisor
Troy, MI
https://www.gnzfinancial.com/

Shannon LaRosse

Wealth Advisor
Allentown, PA
https://www.wellspring-financial.com/

Stephanie Greene

Financial Advisor & Planning Strategist
Grand Haven, MI
https://www.strategicfg.net/

Steve Bowlds, RICP®

Wealth Advisor
Sand Springs, OK
https://www.yourrba.com/

Steve Jablonski

Wealth Advisor
Norristown, PA
https://www.informedfamily.com/

Teresa Yent, ChFC, CLTC

Wealth Advisor
Raleigh, NC
https://www.goldenyearsadvisors.com/

Tom Hajny

Financial Advisor
https://www.enviafinancial.com/

Tyler Bannister‎

Wealth Advisor
Columbia/Lee's Summit, MO
https://www.srgfinancialadvisors.com/

Wayne Hentrup

Retirement Planner Wealth Manager
Evansville, IN
https://www.hentrupfinancial.com

Willie Schuette, RICP®

Wealth Advisor
Avon Lake, OH & Largo, FL
https://www.the611group.com/
April 13, 2026

Everything You Need to Know About Leave Preparatory to Retirement

Learn about leave for preparatory retirement with Retirement Design Lab, including how it works, who qualifies, & how to plan your retirement timeline.
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