Blue Jean Financial
Pre-Retirement Workshop
This free workshop is designed to help you prepare for a confident, well-rounded retirement. In just one session, you’ll learn practical strategies to protect your savings, reduce stress, and make the most of your next chapter.
Choose the date that works for you
- Tuesday, September 30 – 6:00-7:00pm at Professor Java’s in Albany
- Thursday, October 16 at 6:00-7:00pm at the Desmond in Albany
Is this Workshop right for you?
This session is designed to be especially valuable for people approaching retirement with important financial decisions ahead.
5–10 years from retirement
You still have time to make smart adjustments that can dramatically improve your future lifestyle.
$100k+ in investable assets
Strategies we’ll cover are most impactful if you’ve already built a nest egg to protect and grow.
$100k+ annual income
You’re likely balancing savings, taxes, and lifestyle choices that require tailored planning.
Seating is limited—don’t miss out!
Our goal is to make sure these events have genuine value for everyone who attends. For that reason, we’re limiting the number of attendees for each event. Reserve your seat now to make sure you get the material and insights you need to make good choices for your future.
Meet your host
Bryan McWayne brings a farmer’s work ethic, a head for numbers, and a heart for people into every relationship. He’s walked his own path through trial, faith, and experience, and now helps others do the same—building financial plans that are honest, simple, and built to last.
Bryan has walked with everyday American families across our community as they’ve prepared for retirement. Now he’s opening the playbook for you.
Don’t miss this free 60-minute workshop in Albany. You’ll get the 7 Retirement Essentials guide plus exclusive strategies on taxes in retirement.
Let’s Plan for a Fulfilling Next Chapter
You’ve worked hard, saved diligently, and you’re looking ahead to the next chapter—retirement. Whether that’s five years out or just around the corner, now’s the time to make sure your plan is solid and ready—built on stone and not sand.
At this event, we’ll walk through seven key areas that often get overlooked or underestimated in the years leading up to retirement. These aren’t just financial checkboxes—they’re hard-learned lessons that can shape how confident and prepared you’ll feel in the years ahead.
We hope this event sparks helpful conversations and gives you a stronger sense of what’s working, what might need a tune-up, and what questions you want to ask next.
Reserve your seat at the Workshop
We just need a few pieces of information to make sure we can get you the info you need for the event.
Blue Jean Financial, LLC (“BJF”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where BJF and its representatives are properly licensed or exempt from licensure.