Plan for What’s Next
Formerly our Retirement Planning Seminar.
Retirement is calling. Are you picking up?
Plan for What’s Next is a different kind of retirement planning seminar. It’s as much about why as how, and makes room for talking about life—not just investments, withdrawals, and taxes. It’s designed for folks who are getting close and those just starting to think seriously about life after work.
Meet us in May in Chicago
This year’s Plan for What’s Next seminar will be held from May 3-5, 2026 at the Embassy Suites Chicago Downtown Magnificent Mile in Chicago. We encourage participants—and their partners—to begin attending as early in their career as they’d like. Many participants attend more than once to hear from our panel of experts.
At the seminar, you’ll learn about:
How to manage your RPB account after you retire.
Retirement planning strategies from money management experts.
Navigating the lifestyle and psychological aspects of retirement.
The Social Security and Medicare benefits you’re entitled to, and when to take them.
Negotiating with your employer.
Registration for the seminar has closed.
HealthyWealth is a series of seminars that prepare you to pursue financial freedom (and freedom from financial stress) on your terms, today and throughout your work and retirement years. Read more about it.