Free to Attend - Educational Workshops

Upcoming
Workshops.

Find a free retirement education event near you. Every workshop covers the planning topics that matter most before and during retirement. Format and amenities vary by event. Check each listing for details. Seating is limited at every location.

100% Educational
Always Free
Licensed Presenter
Multiple Locations
Upcoming Events

Find a Workshop
Near You.

All events are free to attend. Space fills quickly at every location. Register early to secure your seat.

Florida Single Session
Registration Closed
Community
Retirement Expo
Naples, Florida
Date
June 17, 2026
Time
11:30 AM - 1:30 PM

An interactive community session covering retirement income strategies, Social Security timing, tax planning fundamentals, and legacy basics. Free to attend with no obligation of any kind.

Texas Multi-Date Event
Private — Invitation Only
Retiring Well
UHCL
University of Houston Clear Lake, Texas
Dates
June 30 & July 1
Time
Details Coming Soon

A retirement education class covering income planning, tax strategy, Social Security, and more. This event is available by private invitation only.

Texas Multi-Date Event
Private — Invitation Only
Retiring Well
Kingwood
Kingwood, Texas
Dates
July 7 & July 9
Time
Details Coming Soon

A retirement education class covering income planning, tax strategy, Social Security, and more. This event is available by private invitation only.

Texas Multi-Date Event
Private — Invitation Only
Retiring Well
Cy-Fair
Cy-Fair, Texas
Dates
July 13 & July 15
Time
Details Coming Soon

A retirement education class covering income planning, tax strategy, Social Security, and more. This event is available by private invitation only.

Arizona Multi-Date Event
Registration Opening Soon
Desert
Retirement Lunch
Scottsdale, Arizona
Dates
June 26 & July 10
Time
11:30 AM - 1:30 PM
Meal
Complimentary Lunch

Two dates available. Choose the session that works best for you. Covers retirement income planning, Social Security, inflation risk, and tax-efficient withdrawal strategies. Complimentary lunch included.

Registration opening soon. Check back
Registration Opening Soon
Texas Multi-Date Event
Private — Invitation Only
Retiring Well
UHCL
University of Houston Clear Lake, Texas
Dates
July 28 & July 30
Time
Details Coming Soon

A retirement education class covering income planning, tax strategy, Social Security, and more. This event is available by private invitation only.

Texas Multi-Date Event
Private — Invitation Only
Retiring Well
Cy-Fair
Cy-Fair, Texas
Dates
Aug 11 & Aug 13
Time
Details Coming Soon

A retirement education class covering income planning, tax strategy, Social Security, and more. This event is available by private invitation only.

California Single Session
Registration Opening Soon
Pacific
Retirement Seminar
Laguna Beach, California
Date
July 18, 2026
Time
10:00 AM - 12:00 PM

A retirement education session covering income planning, Social Security strategies, market risk, and estate planning basics. Free to attend. Registration opens in late June.

Registration opening soon. Check back
Registration Opening Soon
More Dates Coming

Don't See Your
City Yet?

New workshop locations and dates are added regularly. Check back often or visit our main page to learn what every workshop covers.