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, October 24, 2026
10:00 AM to Noon
Boone County Public Library
Scheben Branch | Union, Kentucky
October Topic: If You Needed $80,000 Next Year, Where Would It Come From?
Your retirement money may not all be taxed the same.
You saved the money.
Now comes a different question...
When it’s time to use it, where will the money come from?
Traditional? Roth? Taxable? Tax-free?
If you're within ten years of retirement or recently retired, this interactive workshop will help you start seeing how those different buckets could affect the money you actually have available to spend.
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 picture of where your retirement money sits
✔ A better understanding of your Traditional, Roth, taxable and tax-free buckets
✔ Insight into where your retirement income may come from
✔ Your Tax Exposure Worksheet to help identify questions worth exploring before retirement
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.
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
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Yes.
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No. This is an educational workshop designed to help you gain greater retirement clarity.
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Absolutely.
Bring a sister.
Bring a friend.
Bring a neighbor.
Bring someone who is also thinking about retirement.
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No. Estimates are perfectly fine.
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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.
Saturday, October 24, 2026
10:00 AM to Noon
Boone County Public Library
Scheben Branch | Union, Kentucky
October Topic: If You Needed $80,000 Next Year, Where Would It Come From?
Your retirement money may not all be taxed the same.
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.
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