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The Bridge to 65: Are You Prepared for the Years Before Medicare? The transition between retirement and age 65 can be one of the most important — and expensive — phases of your retirement journey. Join us for this in-person workshop and learn strategies designed to help you navigate healthcare costs, taxes, and income planning during this critical window. You’ll learn how to: ✅ Close the costly gap between retirement and Medicare eligibility ✅ Use Roth conversions strategically before tax rates change ✅ Turn retirement savings into predictable monthly income ✅ Identify your optimal timing strategy for long-term income ✅ Stress-test your plan against market downturns Planning this phase correctly can help create more flexibility and confidence in retirement. Tap “Learn More” to view full event details — including venue, date, and time — and to register for this educational workshop. Use of the meeting space does not constitute an endorsement of the program/meeting or its content by the venue.