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Sign up for our FREE Retirement & Investment Planning Workshops

Our workshops provide an opportunity for you to get financial and retirement planning information and solutions at no cost to you – in a relaxed environment.

Topics that are commonly discussed in our workshops include:

  1. How to avoid running out of income during retirement
  2. How to avoid losing up to 70% of your IRA to Federal and State estate taxes and income taxes
  3. Different sources of income have different tax consequences. Learn tax-smart strategies for withdrawing funds – and which accounts to tap first
  4. The importance of distribution planning (understanding the rules that may allow you to reduce your risk and keep more of your money!)
  5. The 4 biggest threats to your retirement lifestyle: how to prepare for the expected – and the unexpected
  6. The biggest mistake you can make when doing an IRA rollover at retirement


To sign up for an upcoming workshop, simply click on the event you wish to attend below.


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