Mike and Mary Beckett from Merrill Lynch Wealth Management and Daniella Kerner, LBIF executive director, will present “Planning for Your Holistic Retirement.”

The speakers will pose this question to attendees: “If life is four distinct 8,000-day segments of learning, growing, maturing and exploring, what’s your ‘See More/Do More Exploring Plan’?”

Admission is $5 per person, or free for LBIF members and friends.

Wine and cheese will be served.