Friday, October 9th
  ·  All-Day Virtual, 9am–4pm PT  ·  50 TOTAL Seats!

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 is SOLD OUT on September 18th. 

Date
Friday, October 9th
Format
All-Day Virtual, 9am–4pm PT
Availability
50 Total Seats

Register Now

The Early Retirement Workshop

Friday, October 9th  ·  All Day  ·  Virtual

Create confidence to retire early!

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

Save 50% Until July 1st

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.

Once 50 seats are gone, they are gone!

enroll now→

Secure checkout  ·  Questions? Contact us directly

Before You Register

 

Here's exactly what is included and who this workshop is for.

Everything you need to know about the day, the format, and whether this is the right next step for you.

1

Your specific retirement dateHow to calculate when your savings may support leaving work — based on your real income, expenses, and lifestyle, not a range or a rule of thumb.

2

A spending plan built on your numbersNot national averages. Your income, your lifestyle, your actual costs modeled against your savings.

3

Tax strategy that compoundsRoth conversions, withdrawal sequencing, IRMAA avoidance. Decisions that pay off for decades.

4

Healthcare before 65The most underestimated cost in early retirement. How to bridge it — costs, options, and timing.

5

Live Q&A with AriAsk your specific questions. Walk away knowing which decisions deserve your attention first.

 

 

What You’ll Cover

 

Six sessions. Every major decision you need to make.

Not general retirement content. Specific frameworks, real math, and decisions you can make immediately.

01

Your Retirement Date

The actual math on when your specific plan could support early retirement, not a rule of thumb.

02

A Spending Plan You Trust

What will early retirement actually cost you? We model your income, expenses, and lifestyle with real numbers.

03

Social Security — Optimized

When to claim, how it interacts with your other income, and why the standard advice rarely fits your specific situation.

04

Tax Strategy That Compounds

Roth conversions, withdrawal sequencing, IRMAA avoidance — decisions that pay off for decades.

05

Healthcare Before 65

The gap most early retirees don’t plan for. How to bridge coverage before Medicare — costs, options, and timing.

06

Root Reserves and a Framework for Retiring

How to think about structuring conservative assets so your growth assets have room to grow — and what a 7-year income buffer could look like for your plan.

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

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% Until July 1st

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  ·  All-Day Virtual  ·  Very Limited Seats  ·  $797 Until July 1st

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.