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Pre-Retirement Playbook

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About the 5-Part Webinar Series

Whether you’re nearing retirement or recently transitioned, this series helps you connect the pieces so you can approach retirement with clarity and intention.

The Pre-Retirement Playbook webinar series helps you understand how retirement income, Social Security timing, healthcare costs, legacy planning, and life goals work together to support a secure, meaningful future.

Register for one or all sessions in the series today!

What You’ll Learn

  • Build confidence in key retirement decisions
  • See how income, Social Security, healthcare, and savings fit together
  • Prepare for major retirement risks, as well as ways to manage them
  • Understand how healthcare, legacy plans, and life goals shape long‑term security
  • Move toward a secure and meaningful retirement, with a clear sense of identity

Who Should Attend

Clergy, lay employees, and those nearing retirement.

Register for one or all sessions in the series today!

Want More Information or Need Help?

Email lharwell@cpg.org.

Retirement Income Planning
Building a retirement paycheck
June 2, 3:00 PM ET

2Social Security Strategy
Deciding when and how to claim
July 23, 3:00 PM ET

Healthcare in Retirement
Planning for costs and care
August 27, 3:00 PM ET

Preserving Your Savings
Protecting what matters most
October 1, 3:00 PM ET

5Life After Work
Shaping the retirement you want
November 10, 3:00 PM ET

2026 Webinar Series

Fundamentals of Retirement Income Planning

CPG 5-Part Webinar Series

Register – Gain the knowledge and confidence to make smart retirement decisions today. Join our five-part series to learn how income, Social Security, healthcare, legacy planning, and life after work fit together—so you can move forward with clarity and confidence.

Learn the Basics of When and How to Claim Social Security

CPG 5-Part Webinar Series

Register – Gain the knowledge and confidence to make smart retirement decisions today. Join our five-part series to learn how income, Social Security, healthcare, legacy planning, and life after work fit together—so you can move forward with clarity and confidence.

Details coming soon for:

  • August 27, 2026—Healthcare in Retirement
  • October 1, 2026—Preserving Your Savings for Future Generations
  • November 10, 2026—Life After Work