Lisa Y. Jones presents
The Northern Kentucky Retirement Clarity Series
Helping women create more control, liquidity, and tax-aware retirement income... one conversation at a time.
Holiday Edition · December Workshop
December Topic: The Retirement Wreath Challenge
Build your wreath. Protect your future.
A festive, hands-on morning where every retirement decision earns a decoration, and you take the finished Christmas wreath home.
Free · Registration required · Limited to 16 seats
You've spent years gathering the pieces.
Now comes a different question...
How do they all fit together?
If you're within ten years of retirement or recently retired, this holiday edition of the Clarity Series lets you see how the parts of your retirement work together, one decoration at a time, while you create a Christmas wreath to take home.
This is not just another retirement seminar.
and it's not just a craft classEvery guest starts with the same evergreen wreath. Lisa walks the room through five retirement scenarios. After each round, you'll talk through your choices at your table and add a new decoration to your wreath.
- Make real retirement decisions, with no wrong answers and no losing players
- Draw Holiday Surprise Cards that test how your plan handles the unexpected
- See how income, protection, taxes, longevity and legacy fit together
- Talk it through with women asking the same questions you are
- Leave with a finished wreath that reminds you what matters most
How the game works
Five rounds. One wreath.
Your wreath is the game board. Each round covers one part of retirement, and each decision adds a piece to your wreath.
Round 1
Build Your Foundation
Where will your retirement income come from, and how ready are you for it?
You add: GreeneryRound 2
Protect What Matters
Market risk, insurance and the unexpected expenses that can knock a plan off course.
You add: Red ornamentsRound 3
Watch for the Leaks
Taxes, inflation and withdrawals that quietly shrink what you have to spend.
You add: Gold ornamentsRound 4
Keep the Income Flowing
Lifetime income and longevity, for a retirement that may last longer than you expect.
You add: RibbonRound 5
Finish With Purpose
Beneficiaries, legacy and the priorities you want your money to serve.
You add: The bowEveryone earns every decoration. Your choices decide the colors, placement and finishing touches, so no two wreaths look the same.
Draw a Holiday Surprise Card
A few rounds come with a twist. You'll have two minutes to talk it over at your table before Lisa shares her perspective. Tap a card to see the kind of question you'll play.
There are no wrong answers. Just better questions.
What you'll leave with
A wreath for your door, and a clearer view of your retirement.
- Your finished Christmas wreath, ready to hang
- Your My Retirement Wreath card, with five questions to revisit at home
- A clearer picture of how your income, protection, taxes, longevity and legacy fit together
- Holiday refreshments and an unhurried morning in good company
Tap the card to turn it over
Before you attend
Just bring yourself.
No homework. No crafting experience. No numbers to gather.
Your wreath base will be ready and waiting, and every decoration and supply is provided.
After you register, your confirmation email will include access to The Money Game, a quick interactive experience designed to get you thinking about your retirement before we meet. Play it when you have a few minutes.
There are no right or wrong answers, and you do not need to know your exact numbers. Just come ready to enjoy the morning and explore what your next move could be.
Through wisdom is an house builded; and by understanding it is established.
Proverbs 24:3
About Lisa Y. Jones
Lisa Y. Jones is a Wealth Strategist, best-selling author, and retirement educator who helps women create more control, liquidity, and tax-aware retirement income.
Her practical, faith-based approach helps women understand how the pieces of retirement fit together so they can make confident financial decisions.
Holiday Edition
Frequently Asked Questions
Is this workshop free?
Yes. Your seat, your wreath and all supplies are free.
Is this a sales presentation?
No. This is an educational workshop designed to help you gain greater retirement clarity.
Do I need any crafting experience?
None at all. Your wreath base comes ready to decorate, and every decoration and supply is provided.
Why is seating limited?
A wreath and supplies are purchased for every reserved seat, so the workshop is limited to 16 guests. If seats fill, join the waitlist and you'll be notified if a spot opens.
Should I bring someone?
Absolutely. Bring a sister. Bring a friend. Bring a neighbor. Bring someone who is also thinking about retirement.
Please have each guest reserve her own seat so a wreath is waiting for her.
Do I need exact account balances?
No. Estimates are perfectly fine.
I'm married. Can I bring my husband?
Absolutely. We encourage couples to come together. Please reserve a seat for each of you.
Bring one retirement question.
Every attendee will have the opportunity to submit one retirement question they'd like answered.
Those questions will help shape both this workshop and future sessions in the Northern Kentucky Retirement Clarity Series.
Holiday Edition · December Workshop
December Topic: The Retirement Wreath Challenge
Build your wreath. Protect your future.
Free · Registration required · Limited to 16 seats
Disclaimer: Lisa Y. Jones is a licensed insurance professional and wealth strategist helping clients evaluate protection, income, and legacy strategies. This is not investment, tax, or legal advice.
This is not a Boone County Public Library event.
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