ROOT FINANCIAL PARTNERS PRESENTS

The Early Retirement

Workshop

You’ve watched the videos. You’ve read the guides. You've even built a plan. You still don't have a clear framework.

This LIVE virtual workshop with Ari Taublieb, CFP®, MBA exists to fix that and help you build a clearer picture of your plan so you can make decisions with less second-guessing.

The first workshop SOLD OUT on September 18th. 

Date
Friday, October 9th
Format
Virtual, 8am–12pm PT
Availability
LIMITED SEATS LEFT!

Before You Register

 

Watch this 👇

(Are they not the CUTEST couple you've ever seen)?!

Register Now

The Early Retirement Workshop

Friday, October 9th  · Virtual

Create confidence to retire early!

Spots are filling fast. Once this workshop sells out, the next date is not yet confirmed.

Save 50%

All-Day Virtual Access

$749 $1,498
  • Full day of live sessions with Ari Taublieb, CFP®, MBA!
  • Pre-workshop questionnaire and detailed workbook
  • Live Q&A throughout the day
  • Step-by-step of every angle to retire confidently
  • Special guest speakers
  • Software to track your retirement timeline (even after the workshop)
  • A clearer picture of where your plan stands and what decisions are still ahead.

Watch this if you want to a summary of the previous workshop!

enroll now→

Secure checkout  ·  Questions? Contact us directly

The Day at a Glance

 

Friday, October 9th
All-Day Virtual Workshop

Morning Session

Welcome and Your Early Retirement Framework

How to think about your retirement readiness and why chasing a magic number is the wrong starting point.

Morning Session

Building a Rock-Solid Income Floor

Social Security strategy, investment income, and creating a reliable base designed to reduce the risk of running out.

Midday Session

The Real Retirement Budget

Not averages. Your spending, your lifestyle, your actual costs modeled against what your savings can support.

Midday Session

Tax Strategy That Changes the Math

Roth conversions, withdrawal sequencing, IRMAA traps. The decisions you make now that compound for 30 years.

Afternoon Session

Healthcare Before Medicare

The biggest gap in early retirement planning. ACA coverage, COBRA, costs, and how to budget without guessing.

Afternoon Live Q&A

Hot Seat: Live Q&A with Ari.

Bring your situation. Walk away knowing which decisions deserve your attention first.

 

Your Host

Ari Taublieb

CFP®  ·  MBA  ·  Early Retirement Specialist  ·  Root Financial Partners

Ari Taublieb is a Certified Financial Planner who has spent his career helping people not just reach retirement but understand whether reaching it earlier than they thought is possible — and what it would actually take. He knows the content landscape is saturated with general advice that does not move the needle for specific people in specific situations.

His approach is direct, personal, and built around one objective: cutting through the noise so you leave with a real framework, not just more information.

CFP®

Certified Financial Planner

Root Financial

SEC-Registered RIA

2,000+

YouTube Videos Published

Early Retirement

Specialist

 

This workshop is for you if…

You’re serious about retiring early.

  • You are within 10 years of retirement and want a real, specific timeline, not a rough estimate
  • You have saved well, but are not confident they will hold up across 30-40+ years 
  • You have watched a LOT of retirement content, but still do not have your answer for your specific situation
  • You want to stop second-guessing Social Security, withdrawal strategy, healthcare, and tax planning decisions
  • You are ready to invest one day to get the clearest picture of your retirement you have ever had.
 

Probably not for you if…

Retirement is not a near-term priority yet.

  • You are not ready to get serious about a retirement timeline
  • You want general financial education on one topic rather than a retirement plan on all topics
  • You are not ready to look honestly at your numbers, timeline, and tradeoffs
  • You want someone to just tell you what to do without engaging with the material yourself

Before You Register

 

Single and wondering if you should come?! 👇

Christian watched us on YouTube and was already retired!

Reserve Your Seat

 

Time is the only non-renewable currency. Retire early.

Once spots are gone, the next date is not confirmed.

ENROLL TODAY - Limited Seats Remaining
$749 $1,498
You save 50%

All-day virtual access on Friday, September 18th. This rate will not be offered again. 

  • Full day of live sessions with Ari Taublieb, CFP®, MBA
  • Pre-workshop questionnaire and detailed workbook
  • Live Q&A throughout the day
  • Step-by-step of every core aspect to retire
  • Special guest speakers
  • Software to track your retirement timeline (even after the workshop)
  • A clearer picture of where your plan stands and what decisions are still ahead

Spots are filling and this date will not repeat. Once this workshop sells out, the next date is not confirmed. Register now!

ENROLL NOW→

Secure checkout  ·  Questions before registering? Email us directly

Common Questions

 

Before you register.

Who is this workshop for?+
This workshop is designed for people who are within 10 years of retirement or retired and want more confidence around taxes, healthcare, investing, income planning, and making work optional.
Is this only for people who want to retire early?+
No. While we will discuss early retirement strategies, the principles apply whether you are hoping to retire at 55, 65, or anywhere in between.
What will I learn?+
You will learn how to:
  • Determine if you are financially ready to retire
  • Create a retirement income plan
  • Navigate healthcare before Medicare
  • Reduce lifetime taxes
  • Make smarter Social Security decisions
  • Avoid common retirement mistakes
How is this different from your YouTube videos?+
My YouTube channel contains over 2,000 videos and countless resources, but they are spread across hundreds of topics. This workshop puts everything together into one complete retirement roadmap so you can leave with clarity and an action plan.
What is the price?+
The price is $797 until July 1st.
What if I register and the date does not work?+
Email us at ari@rootfinancial.com if you can't attend after you sign up!
Will there be time for Q&A?+
Yes. Throughout the day you will have opportunities to ask questions and get answers specific to your situation. Ari will also stay as late as needed to answer all questions the day of the event.
Do I need to be a Root Financial client?+
No. This workshop is open to anyone looking for retirement planning guidance, regardless of whether you are a client.
Will I receive materials or resources?+
Yes. You will receive a detailed questionnaire and workbook we will use the day of the event.
What is the cost and the value?+
$797 is the cost. Confidence around your ability to retire without running out of money is the value.

Seats are filling. Sign up today.

One focused day. Your specific numbers. A real picture of what early retirement could look like for you.

ENROLL NOW →

Friday, October 9th  ·  Virtual  ·  Very Limited Seats 

Root Financial Partners, LLC is an SEC-registered investment adviser. This workshop is intended for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Engaging with this content or registering for this workshop does not create an advisory relationship with Root Financial. We do not provide tax preparation or legal services. Always consult an investment, tax, or legal professional regarding your specific situation. The strategies, frameworks, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.