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.
All events are free to attend. Space fills quickly at every location. Register early to secure your seat.
Master Your Social Security Strategy. When you claim Social Security determines your lifetime income. Learn the decisions that change your benefit by tens of thousands of dollars, how taxation affects your actual income, and how to coordinate claiming with the rest of your retirement plan.
Make Your Money Last a Lifetime. Your portfolio is only half the equation. How you withdraw from it, when you rebalance, and how you handle market downturns determines whether your money lasts 10 years or 30 years. Learn portfolio strategies specifically designed for retirement income.
Keep More of Your Money. Advanced tax strategies can save you tens of thousands in retirement income. Learn tax optimization, strategic gifting, charitable planning, and wealth transfer techniques to minimize taxes and maximize what you keep.
Advanced planning for high-net-worth households. Sophisticated tax, estate, and wealth-transfer strategies for those with significant assets to protect and pass on. A private session for a select group of families.
An exclusive afternoon of championship golf and fine dining, paired with high-level retirement and wealth strategy for accomplished professionals. Play, connect, and plan in a relaxed private-club setting. Limited to a select group.
The shift from accumulation to decumulation changes everything. This session is about what life actually looks like after retirement, how to draw down the wealth you've built with confidence, and how to live well, not just retire well.
New workshop locations and dates are added regularly. Check back often or visit our main page to learn what every workshop covers.