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 โ€œfree steak dinnerโ€ seminars. The truth? That steak will cost you more than you know. At our workshops, you won't get a free steakโ€”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

Latest Past Events

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Free

Testimonials From Past Attendees

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

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