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An Evening in Del Mar · By Invitation

Your Two Presenters
The Planning Side
The Human Side
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Evening Details
Date
Time
Doors open at 4:30 PM. Program begins promptly at 5:00 PM.
Location
Exact address and parking details shared upon reservation.
Cost
Complimentary · Light bites served
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An Intimate Evening.

This gathering is intentionally small to allow time for conversation. RSVP early to secure your seat.

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An Integrated Conversation

Both Halves of the Transition.

Getting ready for your next chapter is both strategic and personal. One half is focused on planning while the other is based on values and fulfillment.

The Practical Side

A Strategic Planner

who can help you secure and grow your resources. He can help you live your life with more clarity and confidence knowing that your resources are optimized to fit your lifestyle.

The Human Side

A Cognitive Scientist

with a background in steering teams through pivotal growth and complex change, she offers practical tools to help you navigate purpose and identity through life shifts.

The Setting

A Relaxed Evening, in Good Company.

Come early and settle in with a little bite and enjoy an unhurried conversation among people thinking about the same chapter of life. This is meant to feel less like a seminar and more like an enlightening evening.

Secure Your Spot

Reserve Your Seat.

One short form and your seat is held.

1
Submit your registrationTakes under 60 seconds.
2
Check your inboxYou will receive a confirmation with the date, time, and full venue address.
3
Join us on the evening of September 24Doors open at 4:30 PM. Come a few minutes early to settle in.
The Evening

What We Will Explore.

An honest, unhurried conversation about your next chapter. Not a lecture, and not a sales pitch. Here is the ground we will cover together.

Topic 01
The Three Hidden Shifts

The day your work routine ends, three things quietly change: your identity, your purpose, and your daily structure. Most people don't see it coming.

Topic 02
Confidently Growing Your Resources

Learn how to secure and grow what you have built, through the ups and downs, so it lasts as long as you do.

Topic 03
Give Yourself Permission to Spend

Know your number, and actually trust it.

Topic 04
Plan with Purpose

Structure the life you want before life structures it for you.

Topic 05
Clarify Your Intentions

Start legacy planning now to bring all the moving pieces into focus.

Topic 06
The Window Ahead

Fill your time with experiences that matter most to you.

Venue Details

Where to Join Us.

A comfortable, private space in the heart of the Del Mar area. Doors open at 4:30 PM and the program begins promptly at 5:00 PM. Light bites are served, and ample free parking is available on site. The exact address and parking details are shared with you upon reservation.

Location
Exact address and parking details shared upon reservation.
Date
Doors Open
4:30 PM
Program begins promptly at 5:00 PM.

Reserve Your Place at the Table.

This evening is intentionally sized for a smaller audience in order to allow more time for conversation.

Reserve Your Seat
Common Questions

What People Ask Before They Come.

Is this a sales presentation?
No. This is an educational event. The intention is to leave you with a better sense of what lies ahead and how you can actively shape it to your advantage.
Is there a cost to attend?
No. This evening is complimentary.
Who is this evening for?
Designed for accomplished individuals approaching this next chapter, or already in it, who want what they have built to match the life they want.
Can I bring my spouse or partner?
Yes, and we encourage it. This transition affects the whole household.
Will I feel pressured in any way?
Attending is completely free of obligation. Come to learn and connect.
How long does the evening run?
Doors open at 4:30 PM. The presentation begins promptly at 5:00 PM and runs until 6:30 PM. For those who wish to continue the conversation, there is an opportunity to meet with the presenters immediately after or schedule a private meeting.
What if I register but cannot make it?
You can cancel anytime using the link in your confirmation email or by contacting us directly. A quick heads-up means your seat can go to someone on the waitlist.

Educational evenings on the transition into your next chapter, hosted for guests in the San Diego and Del Mar area.

The Evening
Reserve Your Seat What We Will Explore Venue Details Common Questions
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Copyright © 2026 Beeliance LLC. All Rights Reserved. Be Retirement Prepared is a brand owned and operated by Beeliance LLC. Workshops and educational content offered through Beeliance LLC are purely educational in nature and are not intended as, and should not be relied upon as, individualized financial, tax, legal, or investment advice. Attending a workshop does not create an advisory, fiduciary, or client relationship. Beeliance LLC does not sell financial or investment products, manage funds, or provide financial advisory services. Any relationship an attendee chooses to form with a presenter is solely between the attendee and that independent, licensed professional. Not affiliated with the Social Security Administration, IRS, or any other governmental agency. Workshops are hosted by independent professionals licensed in their state(s) of jurisdiction. There is no cost or obligation to attend. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.