Retire by Design

Workshop Series

Retire by Design

Adding life to your years in retirement

Are you stressed about retirement? This workshop aims to help remove stress by taking you beyond financial planning and to help you create and enjoy your ideal retirement.

One of our clients shared, “I have plenty of money, but I am scared to death to retire.” We heard their pain point and decided to do some research. We found this to be a consistent theme and an unmet need, so we created a series of retirement workshops to help provide encouragement, guidance and support through retirement beyond the dollars and cents.

Retire by Design

Did you know that retirement ranks #10 on the list of the 43 most stressful life events, with 20 of the other most stressful events all happening near or in retirement? Retirement is a significant and often stressful life event, so purposely and intentionally designing your retirement with purpose and meaning is essential.

This retirement course is led and directed by Goodwin Investment Advisory’s Marketing Manager and Retirement Consultant, Tara Bruce.

We want to help you add life to your years, especially in your retirement. We want you to live your best life now and retire sooner than you think is possible. Let us help you retire now so that you can pursue meaningful work and add more life to every single one of your days.


  • Starting Fall 2024, Thursdays 6:30-8:30 PM

The first four expeditions

  • August 8, 15, 22, 29

The second four expeditions

  • Sept. 12, 26 Oct. 3, 10

The entire course lasts eight weeks (you can sign up for the first four weeks or all eight)

Goodwin Investment Advisory
238 River Park N. Dr.
Woodstock, GA 30188

Drinks will be served, including wine and beer, and some light refreshments.


  • $300 for the first four weeks, or $350, including your partner/spouse
  • $600 for the entire eight weeks, or $700 including your partner/spouse

*contact for any questions.

What topics will we cover:

Eight expeditions – These expeditions are weekly workshops that are both fun and practical. Each expedition is focused on a different essential retirement topic and will include interactive components, tools, discussion, worksheets, and activities to complete at home.

You can start by signing up for the first four expeditions.

  • Your time/plan

  • Your purpose

  • Your passions and pursuits

  • Your path

  • Your people

  • Your place

  • Your physical and mental health

  • Your presence

The goal is to finish this course with more confidence, peace of mind, and joy for your upcoming or current retirement. We want you to be excited about your future and look forward to the pursuits, hobbies, curiosities you have planned, and mastering the art of meaningful work.

The first four expeditions will guide you through creating a plan to manage your time, discover your passions and core pursuits, focus on your purpose, make an individualized purpose statement, and end with designing your clear path forward. Not only will you have a retirement consultant to instruct and guide you, but you will also be able to meet other community members in the same stage of life.

Each week, you will have worksheets to fill out, interactive components, homework assignments, and content to take home.

The subsequent four expeditions will include people, places, physical and mental health, and presence. Once those are complete, you can also hire Tara Bruce for one-on-one retirement consulting sessions, where you will dive deeper into curating your plan and have someone encourage and guide you on your journey toward and through retirement.