What's Next Retirement Roundtable

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Beyond the Numbers: How Do You Want to Live in Retirement?

Most people plan for the dollars and details of retirement. Far fewer plan for the days. What will your mornings look like? Your relationships? Your sense of purpose?

In this conversation-based roundtable, we’ll explore what it really takes to build a life you love on the other side of full-time work. Expect practical ideas, honest discussion, and a few “aha” moments as we dive into:

  • Clarifying what you want your next chapter to feel like
  • Rediscovering interests, passions, and possibilities
  • Rebuilding structure without recreating the workweek
  • Maintaining connection, curiosity, and community
  • Balancing freedom with meaning, engagement, and rest

Think of this as a guided reset: a chance to rethink what’s possible and sketch out a vision that’s aligned with who you are now—not who you were at 35.

Interested? Tune in for the first What’s Next Retirement Roundtable of 2026
Tuesday, January 20 at 5 pm

Reach out to get the Zoom link.

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.