Join an in-person session. All events are free and educational; taught by licensed and highly experienced financial professionals. Seats are limited - please register to reserve your spot.

Wednesday, 10/30/2025
6:00-8:00 PM
Toftrees Resort, State College PA
This class addresses critical challenges that retirees and those approaching retirement must navigate: market volatility, taxes, and inflation. Participants will learn strategies for managing investment fluctuations during their retirement years when sequence of returns matters most, discover techniques to structure withdrawals and income streams in tax-efficient ways, and explore methods to preserve purchasing power as inflation erodes the value of fixed incomes over time. By the end of this session, attendees will understand how these three factors interact to impact retirement security and will gain practical approaches for building a more resilient retirement plan that can withstand economic uncertainties while helping their savings last throughout their retirement years:

Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.
FWBI events are educational. Presenters are licensed financial professionals. No financial products are sold at events. Information provided is general in nature and not personalized advice. FWBI does not provide tax or legal advice. Participation does not create an advisory or client relationship. Consult a qualified professional for recommendations specific to you.
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