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▶ Fintent Workshops Highlight Playlist

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Have you been saving and planning for retirement, but still feel unsatisfied with the plan?

A more intentional and mindful approach that aligns your financial goals with your personal values and lifestyle may offer a more fulfilling alternative to a purely numbers-driven plan.

In this workshop, Annelise Li, CFA, explores strategies for setting intentional goals and practicing mindful financial planning to create a retirement savings and spending plan that supports both financial and emotional well-being. Gain practical tips for balancing bucket-list aspirations with retirement expenses such as healthcare and housing.

This is a free workshop hosted in partnership with the New York Public Library.
The program will be held online via Zoom.

Participants must register through the NYPL event page below. 👇
https://www.nypl.org/events/programs/2026/02/24/planning-retirement-intention-and-mindfulness

After registration, the Zoom access link will be sent via confirmation email.