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.

Saturday, September 26, 2026

10:00 AM to Noon

Boone County Public Library
Scheben Branch | Union, Kentucky

September Topic: Life Insurance As A Retirement Strategy

Does your current life insurance still fit the next season of your life?

You may already have life insurance.

Now comes a different question...

Does the coverage you have still fit the retirement you’re building?

If you're within the next ten years of retirement, or recently retired, this workshop was designed for you.

Whether you purchased life insurance years ago for family protection, still carry coverage through work, or simply are not sure what role it should play now, this interactive workshop will help you look at how life insurance may support protection, liquidity and legacy in retirement.

This is not just another retirement seminar.

During the session, you’ll play Lisa Y. Jones’ The Money Game, a fun, interactive way to test your financial instincts, uncover possible clarity gaps, and explore:

• Whether your money is prepared to provide protection, access, income, and legacy
• How you might respond to common retirement “what ifs”
• What you know about your beneficiaries, will, life insurance, and survivor income
• Which parts of your financial life may deserve a closer look
• How greater clarity can lead to more confident retirement decisions

What You’ll Leave With

✔ A clearer understanding of where life insurance may fit into your retirement strategy

✔ Insight into what coverage you may already have... or what gaps may exist

✔ Questions to help you evaluate protection, liquidity and legacy needs

✔ A clearer sense of what information you need before making your next move

Before You Attend

No homework. No forms to complete. No numbers to gather.

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 to the workshop ready to explore what your next move could be.

A smiling woman with short gray hair, wearing white glasses, a sleeveless maroon top, gold earrings, and a gold necklace, sitting at a wooden table with an open silver laptop in front of her against a gray background.

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.

Frequently Asked Questions

Yes.
No. This is an educational workshop designed to help you gain greater retirement clarity.
Absolutely.
Bring a sister.
Bring a friend.
Bring a neighbor.
Bring someone who is also thinking about retirement.
No. Estimates are perfectly fine.
Absolutely. We encourage couples to come together.

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.