Workshops Focused on Retirement Education

Attend sessions on practical retirement planning strategies.

Free Retirement Workshop: No Sales Pitch. No Fancy Dinner. Just Answers.

You have seen those “free steak dinner” seminars. The truth? That steak will cost you more than you know. At our workshops, you won't get a free steak—but you WILL get a chocolate chip cookie the size of your head, sound retirement advice in everyday English, and absolutely zero pressure.

  • 75-minute educational presentation.
  • 15-minute open question and answer session.
  • Complimentary refreshments (including our famous cookies!).
  • Take-home workshop workbook.

What You'll Learn in 90 Minutes

  • How to create guaranteed lifetime income.
  • The biggest Social Security mistake (and how to avoid it).
  • Tax-smart withdrawal strategies most advisors miss.
  • How to protect your nest egg from market crashes.
  • Estate planning essentials everyone needs.
  • Medicare enrollment timeline and common pitfalls.
  • When it makes sense to work with a financial advisor.

Upcoming Dates

October 27 & October 29,

1:30 -3:00 & 6:30-8:00

Planning for a Secure Retirement.

Testimonials From Past Attendees

"Best retirement information I've ever received—and I've been to a dozen of these things." - Mike R.

Group reviewing paperwork in office setting

Location

98 Lower Westfield Road, Suite 109
Holyoke, MA 01040