REGISTER TO ATTEND OUR FREE SPEAKER SERIES WITH SEMINARS AND WORKSHOPS

The content of our free seminars is focused on topics important to those planning for retirement or in retirement.

  • Retirement Planning 101. Just getting started, this is a course that covers the basic issues we believe you should know for those nearing and in retirement.
  • Cybersecurity for Retirees. Learn ways to protect yourself from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
  • Medicare Basics. Learn about some common pitfalls before signing up for Medicare.
  • Tax Planning Workshop. Develop a tax planning strategy and learn how the new tax rules can affect your retirement nest egg.
  • Social Security Planning Workshop. Learn important ways to maximize your Social Security benefits.
  • Generational Estate Planning. Find out about choosing the best options for transferring assets to the next generation to ensure they are cared for.

Register today for an upcoming seminar or workshop below. If you don’t see an event near you or one that fits your schedule, we’d love to meet with you in our office or by phone.

AZ - Scottsdale & Chandler

  • Date
  • Descriptions
  • Time
  • Location
  •  

CA - Greater L.A. & Orange County

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Saturday, July 20 2019
  • Retirement Planning 101
  • 10AM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
  • Saturday, August 10 2019
  • Retirement Planning 101
  • 10AM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
  • Tuesday, August 13 2019
  • Cybersecurity
  • 7PM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
  • Thursday, September 19 2019
  • Cybersecurity
  • 7PM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
SEE MORE

OK - Oklahoma City

  • Date
  • Descriptions
  • Time
  • Location
  •  

TX - Dallas-Fort Worth Metroplex

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Saturday, August 10 2019
  • Retirement Planning 101
  • 10AM
  • Retirement Planners of America Headquarters
    Plano, TX
    Get Directions
  • Register Now
SEE MORE

TX - Greater Austin

  • Date
  • Descriptions
  • Time
  • Location
  •  

TX - Greater Houston & The Woodlands

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Saturday, August 17 2019
  • Retirement Planning 101
  • 10AM
  • Holiday Inn & Suites Conference Center Houston NW Willowbrook
    Houston, TX
    Get Directions
  • Register Now
  • Wednesday, August 28 2019
  • Retirement Planning 101
  • 7PM
  • Courtyard by Marriott Houston NASA/Clear Lake
    Houston, TX
    Get Directions
  • Register Now
SEE MORE

CONTINUE YOUR
FINANCIAL EDUCATION.

We believe that education leads to confidence, and confidence to peace of mind. That’s why we’re committed to providing ongoing education to our clients. We also share our retirement planning insights with everyone in the form of the Money Matters Radio Show, email market alerts, our online Retirement Education Resource Center, and our retirement and financial seminars.

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