Can I actually retire at 65?
Whether that's next year — or still 10, 15+ years away.
If any of this sounds familiar, you're in the right place:
- You're not sure how much income your savings can really generate
- You don't know if you're paying more in taxes than you have to
- You're afraid you'll have to keep working far longer than you'd like
- A previous advisor stopped returning your calls when it mattered
- You're worried about repeating what happened in 2008
- You want a plan, not a product pitch
Takes 30 seconds. No cost, no obligation.
Your reservation holds two seats.
Meet Lara & Mike Herron
A husband-and-wife team based right here on the Front Range — not a rotating cast of corporate presenters. The two people in these photos are the two people you'll be sitting with.
Lara Herron
Lara made the move from a career in the technology industry into financial services — a clear, patient communicator who'd rather over-explain than leave a question unanswered. She holds a Series 65 license and is a licensed insurance agent, and focuses on translating insurance and income strategies into plain terms families can actually use.
Mike Herron
Mike also spent years in the technology industry before turning a lifelong interest in numbers into a career in retirement and insurance planning. He holds a Series 65 license and is a licensed insurance agent, and leads with steady, education-first guidance — a knack for simplifying financial complexity without dumbing it down. When he's not in the office, he's usually on a golf course.
"We want people to leave feeling educated, informed, and confident — confident in their strategy, confident in their decisions, and confident they have trusted fiduciaries walking alongside them."
— Lara Herron
Does this sound like you?
Most people at this workshop recognize themselves in three or four of these. If you do, the evening will be worth your time.
- You keep asking yourself, "can I actually retire at 65?"
- You're not sure how much income your savings can really generate
- A previous advisor stopped returning your calls when it mattered
- You're worried about repeating what happened in 2008
- You don't know if you're paying more in taxes than you have to
- You have accounts in more than one place and no idea how they work together
- You're recently widowed, newly single, or navigating a big life change
- You want a plan, not a product pitch
Not deciding is also a decision
The biggest retirement mistakes rarely feel like mistakes in the moment. They feel like doing nothing.
Claiming Social Security at the default age, leaving an old 401(k) sitting untouched, or not knowing what a market downturn would actually do to your specific withdrawal plan — none of these show up as an emergency. They just quietly cost more than they needed to, usually discovered years later, if at all.
None of this is inevitable, and there's no single right answer that applies to everyone. But the only way to know what applies to you is to actually look at the numbers — which is exactly what this evening is for.
The point of this evening is to find out what your options actually are, while you still have all of them.
What you'll learn this evening
Bring your questions — Lara and Mike answer them in person, not from a script.
- Can you retire — and when? How Social Security claiming age, savings, and spending combine to answer the question everyone asks first
- Turning savings into income you can count on — what your assets can actually generate, and how to make it last
- Keeping the tax bill from eating your plan — RMDs, Social Security, and Roth timing, and where taxes get triggered unnecessarily
- Leaving money to your kids without the headaches — passing on what you've built efficiently
- How the pieces fit together — why coordinating investments, taxes, Social Security, and legacy beats optimizing any one alone
- A next step, if you want one — no pitch from the stage, just a clear written offer for a private follow-up
What to expect
This is an educational evening. You'll leave with a clear enough picture to decide on your own time.
A no-pressure workshop
Light snacks and beverages are available, then Lara and Mike present. Plain English, real numbers, no hype — with time built in for questions throughout.
Ask your questions, face to face
Bring general questions to the room. Want to talk through your own numbers specifically? Lara & Mike are glad to follow up with you privately afterward — no pressure either way.
Bring a guest, free
Your reservation holds two seats. Most retirement decisions are household decisions — it helps to hear it together.
Before you reserve
The questions we hear most.
Will I be pressured to buy something?
No. The workshop is educational — we cover concepts, not products. If you'd like a private follow-up afterward, that's entirely up to you, with no obligation either way.
Can I bring my spouse or a guest?
Please do — most of what we cover affects household decisions, and it helps to hear it together. Your reservation already holds two seats.
I already have an advisor. Is this still worth attending?
Many attendees do. It's a good gut-check on your current plan, with no expectation to switch anything.
Event details
- Date
- Wednesday, September 30th
- Time
- 5:45 PM
- Where
- The Philip & Jerry Miller Library Castle Rock Library Event Hall A: 100 S. Wilcox Street Castle Rock, CO 80104
- Cost
- Free · snacks & beverages provided
- Seating
- 5 seats left · your reservation holds two
Get real answers about your retirement — however many years out it is.
One evening, no obligation. Worst case, you'll understand your own plan better than you did this morning.
Reserve My Seat