Register to Attend Our Seminars and Workshops in Our Free Speaker Series.

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

  • Retirement Strategies in Uncertain Times. This course covers theIf you’re retired or retiring soon, you may be concerned about how these uncertain economic times will affect you. One day the market is up and the next day is a record-breaking low. How can you protect your nest egg during a Bear Market? This seminar outlines our Invest and Protect strategy—the same one that signaled us to get our clients out of the market during the 2008 crash and again this March. Our goal is to help you discover a path to financial peace of mind and to have your money last as long as you do.
  • 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. Ensure the next generation is cared for by learning how to choose the best options for transferring assets.

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.

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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