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What if retirement planning looked more like art than arithmetic?
In this interactive session, Bonnie brings her upcoming book to life on stage. She'll walk through the seven stages of the retirement lifecycle—from understanding one’s money mindset to saving, investing, retiring, living in retirement, spending wisely, and preparing for end of life.
The audience helps “draw” a live, AI-assisted Retirement Sketch, creating a visual representation of an ideal retirement journey. By the end, participants will see a fully realized, AI-generated “Retirement Lifecycle Sketch” and leave with tools to help clients design their own retirement story.
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