Rebuilding a Successful Retirement

What does retirement "Success" look like?  Is it mere idleness?  Endless projects?  Futzing in the garden or basement?  Playing with the grandkids?  Part-time work?  Worrying about your portfolio?  Arts and Crafts?  Restoring muscle cars?

Many CPAs and other financial professionals and their clients spend more time planning a vacation than they do planning on how they'll live out the retirement decades of their lives.

This class assumes that a majority of the professional "Boomer," Gen X, Gen Y, and Millennial segments of our population have concerns about retirement, and in the non-financial as well as the financial aspects of retirement.