Retirement Planning Workshop in Glenwood Springs, Colorado

About this event – 

Photos from our Retirement Planning Workshop in Glenwood Springs, CO. The event was hosted by Danielle Howard, Molly McMahon and Mahesh Odhrani. During the session we discussed:

– Clarify what retirement success actually looks like
– Evaluate balance across key life areas such as family, health, finances, leisure, and community
– Identify whether essential expenses are covered by reliable income sources
– Understand how discretionary spending connects to portfolio design
– Assess whether there is adequate reserves for contingencies
– Examine longevity, lifestyle, liquidity, legacy goals, and optimal financial tools

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