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Seminars

Be smart and assured about your money at every stage of your life.

HealthyWealth is a series of practical, hands-on workshops that help you create a more confident and secure financial life—today, up to, and through your retirement years.

Explore our seminars

Which HealthyWealth Seminar is right for me?

I’m a real newbie. What’s my first step?

I need the basics (and some extra motivation).

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I’ve been saving and investing for a while. Can I do even better?

I’m ready to get serious.

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I’m starting to think about life after work. Where do I begin?

I want confidence in my plan for what’s next.

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I’m ready to make the post-career leap. Or am I?

I need help making (and making sense of) my transition.

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After a life of work, I get to work on living.

I’m ready to be inspired.

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Play

Watch the video for an overview of Plan For What’s Next, our flagship seminar experience.

The HealthyWealth Promise

HealthyWealth isn’t your typical series of retirement and investing seminars. It’s also a community of people like you, inspired by Jewish values and dedicated to serving others in their work. Together, we’re supporting each other to feel (and be) more financially confident and secure. That means:

1

Your future doesn’t have to follow a script.

Your work/life journey is unique. No matter where it takes you (or when you get there), we’ll help you create a framework for financial independence that fits your life. And that can last a lifetime.

2

This isn’t a waiting game. It’s a doing game.

Financial security shouldn’t be for “someday.” We can help you cultivate financial well-being at every life stage, not just in retirement.

3

No looking back.

Starting late? Feeling behind? That’s okay. We meet you where you are today—and help you get on a path to a future without financial regrets.

4

You’re not in this alone.

Every financial journey is personal, but it doesn’t have to be solitary. We’re in it together for all of the ups, downs, and sideways (financial and otherwise).

Our life stage seminars

Whether you’re aiming for a traditional retirement or your own vision of life-after-work, our expert-led seminars inspire and empower you to save with intention for what’s most important to you.

January 2026
28
Online

Kick-start—or restart—your financial journey with practical guidance everyone needs: how to spend wisely, manage debt, and save and invest with purpose.

Who it’s for:

You’re new to financial planning (or maybe need a refresher).

What you’ll take away:

  • How to balance today’s financial needs with tomorrow’s financial goals
  • The basics of spending, managing debt, saving, and investing for the long-term
  • How to make a financial plan that works for you (and stick with it)
Learn more and sign up
April 2026
22
Online

In your prime earning years, it’s time to go beyond the basics. You’ll explore the financial decisions you need to make now, so you won’t look back with regrets later.

Stay tuned! Registration information is coming soon.

Who it’s for:

Mid-career, active wealth builders.

What you’ll take away:

  • More confidence in your planning and investing
  • How to work with a financial advisor—and get real value
  • Clarity on your goals, priorities, and potential obstacles
May 2026
3 – 5
Chicago, IL

You may be a few years (or more) from retiring, but preparing for it is closer than you think. You'll leave knowing where you stand and the steps you need to take to put a plan in action.

Formerly known as RPB Retirement Planning Seminar.

Who it’s for:

You’re 2-10 years out from retiring (or something like it).

What you’ll take away:

  • A clear picture of your retirement readiness (both financially and personally)
  • How to turn your savings into steady retirement income
  • When to start Social Security and sign up for Medicare
Learn more and sign up
October 2026
22
Online

You’re counting down to day one of the big transition. Making the move to retirement (or whatever what’s next is for you) is about more than numbers. Together, we’ll work through the financial details and paperwork, as well as the lifestyle and mindset changes that come with this new chapter.

Stay tuned! Registration information is coming soon.

Who it’s for:

You're within your last year of work and getting ready to retire.

What you’ll take away:

  • Your action plan for the final 6-12 months
  • How to handle withdrawals
  • Your first year's retirement budget
  • What to expect (and not to expect) as you enter your next life stage
2027
TBD
Online

You're living on retirement income now (either fully or partially). We'll explore ways to manage your money for the long term, adjust as your priorities shift, and find purpose and joy in what could be your longest—and most fulfilling—life phase yet.

Stay tuned! Registration information is coming soon.

Who it’s for:

Retirees (full time, hybrid, or otherwise).

What you’ll take away:

  • Ways to make your retirement income last through inflation, healthcare expenses, and market changes
  • How to navigate relationship shifts and estate planning essentials
  • Ideas for finding purpose and building community in your post-career life
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