Workshop Details:

Don’t miss this 2‑week workshop series! With each session offered twice weekly, you have the flexibility to attend when it fits your schedule—same great content every time.

Participants should attend one session per week.

• Week 1: 9/21/26 or 9/23/26
• Week 2: 9/29/26 or 10/01/26

Are You Ready for What’s Next?

Retirement is more than a milestone, it’s a journey. Make sure you’re prepared.

Join our Passport to Retirement workshop and help gain the clarity, confidence, and strategies you need to navigate your financial future with purpose.

What You’ll Learn

This interactive workshop is designed to help you make informed, confident decisions about retirement by covering:

• Income Planning: How to potentially turn your savings into reliable, lasting income
• Investment-Related Tax Strategies: Ways to manage taxes and help protect your assets from future increases
• Investment Planning: Aligning your portfolio with your retirement goals
• Social Security: Understanding timing and taxation strategies
• Healthcare & Long-Term Care: Preparing for future costs
• Estate & Legacy Management: Help protect what matters most

What Makes This Workshop Different

• Practical, Real-World Strategies
  Learn actionable techniques like Roth IRA conversions, cash reserve planning, and tax-efficient withdrawals.
• Hands-On Financial Workbooks
  Apply what you learn with guided exercises tailored to your personal situation.
• Personalized Guidance
  Take advantage of confidential consultations to review your goals and get professional insights.
• A Holistic Approach
  Go beyond finances, explore lifestyle considerations and what retirement really looks like.

Why Attend?

By the end of the workshop, you’ll:

• Feel more confident about your financial decisions
• Understand how and when to draw income from your accounts
• Learn strategies to help maximize income and minimize taxes
• Be more aware of potential healthcare and long-term care costs
• Walk away with a clear, personalized retirement roadmap

Who Should Attend?

• Individuals planning to retire within the next 5–10 years
• Those already retired and looking to potentially optimize their strategy
• Anyone seeking a practical, conservative approach to retirement planning

Reserve your spot today!

To REGISTER BY PHONE: CALL- 1-844-301-3377

BY EMAIL: tjohnson@triplecrownfs.com

OR ONLINE: www.triplecrownfs.com

BY MAIL: PO Box 415, Lyndonville, VT 05851

PRICE: FREE