Plan for Retirement with Confidence
A Smart Approach for Uncertain Times
An Educational evening and Workshop at Ironbridge Grill.
Hosted by Senior Financial Advisor Danielle Howard, CFP®.
According to the Employee Benefit Research Institute, nearly 4 in 10 retirees say their retirement did not unfold as they expected, often due to healthcare costs, market volatility, or unexpected life events. Many pre-retirees underestimate longevity risk and income needs.
Planning for retirement requires preparation and planning. At Strategic Wealth Design, we work with families and business owners to build retirement plans with confidence.
Join your neighbors for an interactive retirement workshop designed to help you stress test your current plan and identify practical next steps.
We will be serving appetizers and drinks.
Event Details
Ironbridge Grill
April 1st
5:30 to 7:00 p.m.
Seating is limited to keep the discussion interactive and personal.
Retirement Planning Workshop to reflect your values and meet your goals
This event is a personalized guided working session. Danielle and team will walk through structured exercises and help you apply them to your own situation in real time.
During the session, you will:
- Clarify what retirement success actually looks like for you
- Evaluate balance across key life areas such as family, health, finances, leisure, and community
- Identify whether your essential expenses are covered by reliable income sources
- Understand how discretionary spending connects to portfolio design
- Assess whether you have adequate reserves for contingencies
- Examine longevity, lifestyle, liquidity, legacy goals, and optimal financial tools
You will leave with written insights, clearer priorities, and specific questions to address next, whether with us or on your own.
Hosted by Your Neighbor
Danielle Howard, CFP®, Senior Financial Advisor
Danielle Howard is a Certified Financial Planner™ who has spent more than two decades helping families design retirement plans that align with their values and lifestyle.
She founded Wealth By Design in 2014 and merged with Strategic Wealth Design in 2025 to continue serving Roaring Fork Valley families with a holistic, planning first approach.
Join us for this educational and personalized retirement conversation.
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