Financial Wellbeing Institute
Free Educational Workshop
Retire with Confidence:
Market Volatility, Inflation & Taxes
Educate. Empower. Excel.
Wednesday, October 7, 2026
11:00 AM – 12:30 PM
Toftrees Resort
1 Country Club Lane, State College, PA 16803
Free workbook and pen provided · light snacks · 30-minute live Q&A · no products sold.
Free · Reserve Your Seat
Save my spot at this workshop
Registration open — seats available
100% free. No products sold. No obligation of any kind.
What you'll learn
The three forces that shape retirement income
01
The Foundations — how to think about retirement income
A retirement plan behaves differently than a working plan. We walk through the foundations — sequence of returns, longevity, and the way inflation compounds against a fixed income.
02
The Three Forces — volatility, inflation, taxes
How each force shows up in retirement, how they interact, and how thoughtful Social Security and tax planning fit into a durable income strategy.
03
Live Q&A — bring your questions
A dedicated 30 minutes for your questions. Come with anything you’ve been wondering about — no question is too basic.
Is this for you?
This workshop is built for people who…
- Are within 5–10 years of retirement and want a clearer plan for market volatility
- Have been unsettled by inflation and want to understand its effect on a fixed retirement income
- Want to see how taxes and Social Security fit into building retirement income with confidence
Parking
Free parking on site
Free parking is available on site. No meters, no permits — just pull in and come on in.
Cost
Completely free
100% free to attend. No products are sold. No obligation.