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Rejuvenate Your Retirement® —
Retirement Educational Planning Course

Retirement today involves more than simply replacing a paycheck. Decisions about Social Security, taxes, required minimum distributions, Medicare, investments, health care costs, and estate planning can all affect your long-term financial security. Rejuvenate Your Retirement® is an educational retirement planning course designed for retirees or those approaching retirement who want to better understand these decisions and create a thoughtful retirement income strategy.

The next course session

Coming soon. 

Rejuvenate Your Retirement® is an in-person course located conveniently to residents in Northern Virginia (Fairfax, Reston, Tysons, Falls Church, Alexandria) and Washington DC metro area. 

What is this course?

Rejuvenate Your Retirement® is a retirement planning course for adults age 65 and those approaching retirement. Over two educational sessions, participants will learn about: 

Retirement Income Planning

Learn approaches for creating retirement income that supports your lifestyle while helping your savings last throughout retirement. 

Tax Planning in Retirement

Understand how retirement withdrawals are taxed, when Roth IRA conversions may be appropriate, and how legislative changes may affect your retirement strategy. 

Health Care and Long-Term Care

Review Medicare, long-term care planning, health care expenses, and planning considerations for incapacity.  

Estate Planning

Explore wills, trusts, beneficiary designations, powers of attorney, and strategies that may help reduce taxes on your estate. 

Inflation and Market Volatility

Learn how inflation, changing markets, and sequence of returns can influence retirement income planning. 

Who Should Attend?

  • Recently retired
  • Planning to retire within the next few years
  • Looking to create a retirement income plan
  • Interested in reducing taxes during retirement
  • Unsure whether a Roth IRA conversion makes sense
  • Concerned about inflation
  • Reviewing your estate plan
  • Looking for education retirement planning guidance. 
  • This course is not designed for current EBW clients. Please see your advisor if you have any questions. 

FAQ

What will I learn in this retirement planning course?

First, you will learn whether you are asking the right questions about your retirement plan. Attendees will learn common retirement terminology, formulas, and real-world scenarios to help you ask the right questions about your retirement future. 

Is this course only for retirees?

This course is best suited for retirees and individuals and couples approaching retirement. If you are looking for additional retirement planning advice and don't yet meet that requirement, please connect with us directly. 

Will specific investments be discussed?

This is an education course only, and direct investments will not be discussed. 

Do I need financial planning experience?

No. This course is led by financial advisors who can explain the technical aspects of retirement and provide you with scenarios to help you better understand how to maximize your retirement. 

Is Social Security Covered? 

Yes. Social Security is a vital part of your retirement plan. 

Will Medicare be discussed?

Yes. 

How long is this course?

Rejuvenate Your Retirement® is a two-hour course over two separate days, one week apart. 

Is this course a sales presentation?

No. Rejuvenate Your Retirement® is an educational course that provides you with an opportunity to learn and ask questions about your retirement needs.

Meet Your Instructors

Learn from Experienced Retirement Planning Professionals

Rejuvenate Your Retirement® is led by experienced financial professionals who work with individuals and families on retirement planning every day. Your instructors bring practical knowledge and real-world experience to discussions about retirement income, taxes, Social Security, health care planning, estate planning, and other important retirement topics.

Logan Reed, CFP® is a CERTIFIED FINANCIAL PLANNER® professional with experience helping clients navigate retirement planning decisions.

Doug Danosos is a financial advisor who works closely with clients to develop personalized financial strategies and guide them through important retirement planning considerations.

Douglas Dañosos

Douglas Dañosos

Financial Advisor

(703) 506-0030

Logan Reed

Logan Reed, CFP®

Financial Planner

(703) 506-0030

Ready to Learn More About Retirement Planning?

Retirement brings important financial decisions, but you don't have to navigate them alone. Join Rejuvenate Your Retirement® to gain practical education, ask questions, and build greater confidence in the decisions that may shape your financial future.