Summer FOCUS Workshop: Living In Retirement

Thank you to everyone who joined us recently for our 2026 Summer FOCUS workshop: Living in Retirement!

The group created the perfect environment for thoughtful discussion, meaningful questions, and conversations that flowed naturally. We always enjoy these opportunities to learn together, and we appreciate everyone who participated and shared their experiences.

Our workshop centered around the three seasons of retirement – the Go-Go Years, Slow-Go Years, and No-Go Years -and the unique financial and lifestyle decisions that come with each stage.

The relaxed setting encouraged attendees to ask thoughtful questions, share personal experiences, and learn from one another. Sometimes a smaller group creates the most meaningful conversations.

The Slow-Go Years (ages 75-84)

Kayla encouraged attendees to think proactively about “right-sizing” for the future before decisions become urgent.

 Questions to consider:

  • Is your current home still the right fit?
  • Would you enjoy being closer to family?
  • Would an easier property to maintain provide more freedom?
  • Would living closer to shopping, healthcare, and community activities improve your quality of life?
  • Is now the right time to relocate while you still have the energy to build relationships in a new community?
July 15, 2026