Planning for retirement has never been more complex. Markets shift, tax laws change, healthcare costs rise, and the future of Social Security remains uncertain. Passport to Retirement® is a nationally recognized program designed to help you navigate these challenges and prepare for the retirement you want.

Who should attend?

• Individuals and couples who are already retired or planning to retire soon

• Anyone looking to strengthen their retirement income, tax, or estate strategies

• Those who want to feel more confident in making financial decisions

What you’ll learn:

• How to set realistic retirement goals and calculate what you’ll need

• Ways to maximize Social Security and Medicare benefits

• Tax-efficient distribution strategies to help avoid outliving your assets

• Protecting your wealth from inflation, market volatility, and healthcare costs

• Investment basics, asset allocation, and how to build a portfolio for retirement

• Estate planning approaches to provide for family, reduce taxes, and support charities

What’s included:

• A complimentary 120-page retirement planning workbook packed with tools and real-world examples

• Practical instruction in straightforward, easy-to-understand language

• The opportunity to meet one-on-one with the instructor to discuss your personal situation (optional, no obligation)

Upcoming Session:
📍 Santa Fe Business Incubator, 3900 Paseo de Sol, Santa Fe, NM 87507
📅 2 session class - Tuesday, May 5, 2026 from 5:30pm-8:30pm & Thursday, May 7, 2026 from 5:30pm-8:30pm (beverage/snacks included)

Space is limited. Reserve your seat today!