
Retire With Us
In The Triangle
Our Mission
Our mission is to educate and connect individuals nearing or in retirement with the resources and support needed for a successful financial and aging journey. Hosted by top local businesses in Raleigh, Durham, and Chapel Hill, this platform offers expert guidance and a vibrant community. Whether planning for your future or helping a loved one, join us to access the knowledge and connections essential for a secure and fulfilling retirement.
Upcoming Events
At Retire With Us In The Triangle, we host events throughout the year designed to educate and connect our community. We offer insightful sessions on the latest topics that matter most to those nearing or in retirement. Additionally, we provide social gatherings where you can mingle with our local business partners and fellow community members in a relaxed, enjoyable atmosphere.
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Our events are more than just informative—they're high-level, engaging, fun, and free. Don’t miss out on these unique opportunities to learn, connect, and grow. Check out our event calendar below and request to sign up as these events are invite only and have limited availability!
Wine/Mocktail Tasting & Social Event
March 25, 2025:
Aperitif Dessert Wine Bar
Join Us For Complimentary Wine Tasting + A Glass/Drink of Your Choice, Mocktails for Non-Drinkers, Charcuterie, Desserts, Giveaways & Engaging Conversations

Connect
Our "Retire With Us Network" offers a multi-family office experience for the middle market, providing a one-stop solution for financial and longevity planning. While each business is independent, we share a common mission and work together to offer seamless support for your retirement needs.
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Whether you need help with finances, legal matters, healthcare, or staying connected, our trusted local professionals are here to assist. If you already have some areas covered, you can fill any gaps by reaching out to our network.
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Explore our participating businesses below and connect with the experts you need to secure your future.
Comprehensive financial planners for your retirement, income, tax, investment and insurance needs.
Everything we do is geared toward providing you extraordinary clarity in the face of the unfamiliar details of preparing for incapacity or death.
Expert tax and accounting services to individuals and small businesses.
We make Medicare simple by providing personalized, no cost, independent broker services that treat you like family!

Your local guide to compassionate in-home care and senior living solutions.

A modern funeral home with affordable choices (cremation, aquamation, green burial) and exceptional care.

Education and Local Connections
We are dedicated to supporting your journey through all aspects of longevity. Whether you wish to work longer during retirement, age comfortably in your own home, focus on health and wellbeing, provide care to an aging adult, maintain social connections, stay mobile, or manage your finances, we have you covered. Our goal is to educate and connect you with the right local businesses specializing in these critical areas. Join us to gain the knowledge and resources you need to thrive in every stage of your retirement journey.
Education & Resources
Retirees Who Are Thinking About Working in Retirement
10 Resources to Help You Find a Job in Retirement

How to Continue Your Education in Retirement
How to Continue Your Education in Retirement (Without Spending a Fortune)

Technology: Staying on the Job
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
