The Five Years That Can Change Your Retirement
Part of the Being Financial Retirement Roadmap Experience
Retirement Roadmap Consultation & Educational Dinner
Social Security • Medicare • Retirement Income • Retirement Planning
Bella Luna Wood-Fired Pizza | Harrisonburg, Virginia
Retirement is rarely defined by a single decision.
Instead, it often involves a series of important choices about Social Security, Medicare, retirement income, taxes, investments, healthcare, estate planning, and legacy planning. Many of these decisions happen within just a few years of one another, making this one of the most important planning periods of your financial life.
The Retirement Roadmap Experience was created to help individuals and couples throughout Harrisonburg, Rockingham County, and the Shenandoah Valley better understand these decisions through a two-part educational experience that combines a one-on-one consultation with an educational dinner seminar.
Upcoming Seminar Dates
- Tuesday, October 6, 2026
- Thursday, October 22, 2026
- Tuesday, November 10, 2026
Location: Bella Luna | Harrisonburg, Virginia
What Is the Retirement Roadmap?
The Retirement Roadmap is the framework that guides the Retirement Roadmap Experience.
Rather than looking at Social Security, Medicare, retirement income, taxes, investments, healthcare, estate planning, and legacy planning as separate decisions, the Retirement Roadmap helps organize them into one connected planning journey.
Together, we’ll begin mapping the financial milestones that often occur before and during retirement, including:
- Your retirement goals
- Social Security timing considerations
- Medicare eligibility
- Retirement income planning
- Required Minimum Distributions
- Personal retirement priorities
Your Retirement Roadmap begins during your one-on-one consultation and continues throughout the educational dinner seminar.
As you continue through the planning process, your Retirement Roadmap can become a visual guide for future conversations, helping connect important retirement decisions over time.
Social Security, Medicare, and the Decisions That Surround Them
For many people, retirement planning begins with questions about Social Security or Medicare, but those are only part of the picture.
You may be asking questions such as:
- When should I begin taking Social Security?
- How does Medicare fit into my retirement plan?
- How might these decisions affect my retirement income?
- What role could taxes play during retirement?
- How do investments, pensions, and other income sources work together?
- Which retirement decisions should I make first?
These decisions often influence one another. Looking at them individually may not provide the full picture.
The Retirement Roadmap Experience is designed to help you better understand how these pieces fit together and how they may relate to your own retirement journey.
How the Retirement Roadmap Experience Works
Your experience is designed in two parts.
Part 1 — Retirement Roadmap Initial Consultation
Before attending the educational dinner, you’ll meet one-on-one with a member of the Being Financial team for a 45–60 minute Retirement Roadmap Consultation.
During your consultation, we’ll:
- Learn about your retirement goals and priorities.
- Discuss your biggest retirement questions.
- Introduce the Retirement Roadmap.
- Begin mapping important retirement milestones and planning considerations.
- Explain how the educational dinner builds on your consultation.
Your consultation also confirms your reservation for the educational dinner.
Part 2 — Educational Dinner Seminar
After your consultation, you’ll join us at Bella Luna for a complimentary educational dinner and retirement planning seminar focused on many of the important financial decisions people encounter as they approach retirement.
Topics may include:
- Social Security claiming considerations
- Medicare planning basics
- Retirement income planning
- Tax planning considerations
- Investment coordination
- Estate and legacy planning
- Common retirement planning questions
Throughout the seminar, we’ll continue using the Retirement Roadmap introduced during your consultation to help connect these topics into one planning framework.
Who Should Attend?
This educational experience is designed for individuals and couples throughout Harrisonburg, Rockingham County, Bridgewater, Dayton, Elkton, Broadway, Timberville, and the surrounding Shenandoah Valley who are:
- Planning to retire within approximately five years.
- Recently retired.
- Evaluating when to begin Social Security benefits.
- Preparing to enroll in Medicare.
- Looking for a more coordinated approach to retirement planning.
- Wondering how retirement income, taxes, investments, and healthcare fit together.
Meet Your Presenters
The Retirement Roadmap Experience is presented by the Being Financial advisor team, Jared Troutman, Mandy Leeth, Kassi Redifer, Marcy Holbert and Nathan Leo.
Throughout the consultation and seminar, our goal is to simplify complex retirement topics, answer your questions, and help you better understand how retirement planning decisions often work together.
Meet the Being Financial Team
Request Your Seat
Because the Retirement Roadmap Experience begins with a personal consultation, seating is limited.
To request a seat:
- Request your seat below & complete form
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After we receive your request:
- We’ll contact you to schedule your Retirement Roadmap Consultation.
- Once your consultation has been scheduled, your reservation for the educational dinner will be confirmed.
To keep the experience personal and allow time for individual consultations, seating for each seminar is limited.
The Retirement Roadmap Consultation is the first step in the experience and is required to attend the educational dinner. If you are unable to complete your consultation before your selected seminar date, your reservation may be released to someone on our waiting list.
Frequently Asked Questions
Is there a cost to attend?
No. The Retirement Roadmap Consultation and educational dinner are provided at no cost.
Why is a consultation required before the seminar?
The Retirement Roadmap Experience is designed as a two-part educational experience. The consultation introduces the Retirement Roadmap, helps us understand your retirement questions, and provides the foundation for the educational dinner.
Your reservation is confirmed once your consultation has been scheduled.
Where are consultations held?
Consultations are held at the Being Financial office.
328 S. Main Street, Suite 101
Harrisonburg, VA 22801
Where is the seminar held?
The educational dinner seminar is held at Bella Luna in Harrisonburg, Virginia.
Can my spouse attend?
Yes! Because many retirement decisions affect both spouses, we encourage couples to attend together whenever possible.
What should I bring to my consultation?
Simply bring your questions. There is no need to gather account statements or financial documents for your consultation.
Will I receive individualized financial recommendations?
The Retirement Roadmap Consultation is educational in nature and introduces our planning process. Individualized recommendations, when appropriate, are provided only after a more comprehensive planning process.
Important Disclosure
The information presented during the Retirement Roadmap Consultation and educational seminar is for educational purposes only and should not be considered individualized investment, legal, tax, or insurance advice.
Additional disclosures will be provided as appropriate.