Creative Retirement
Finance/Law | Registration opens 5/18/2026 12:00 AM MST (Arizona)
Retirement isn’t one moment. It’s something you continue to shape over time. This class explores how to move from working years into retirement and how to refine your plan once you’re there. Learn how shifting from growth to income, creating predicable income for the things you love, and using different investment tools can help shape a retirement that feels both flexible and intentional. Designed for individuals, couples and business owners planning their next chapter.
Stacey Bendfelt
Bendfelt, Stacey - is a Financial Advisor with Raymond James specializing in maximizing retirement income. She assists clients in defining their ideal retirement lifestyle and creating personalized plans for financial independence. Stacey excels in optimizing distribution strategies, tax-efficient investing, and long-term care planning. She is committed to guiding clients through their evolving financial needs, so they can enjoy a more fulfilling retirement.