- In-Person Events
Free In-Person
Retirement Planning Seminar
Join us for a free, in-person retirement planning seminar designed to help you better understand your options as you approach or move through retirement. These sessions focus on education, clarity, and practical next steps.
- Live, in-person educational seminar
- Retirement readiness and income planning
- Healthcare and long-term care considerations
- Common retirement planning mistakes to avoid
- Opportunity to ask questions in person
Free educational event, limited seating.
Save your seat for an upcoming in-person event
Registration required due to limited seating.
- Seminar Content
What we cover during the
In-person retirement seminar
This in-person seminar focuses on the retirement planning topics that matter most when you want to feel confident about your financial future. The session is structured to be clear, practical, and easy to follow, with time built in for questions.
- How to prepare for unexpected medical expenses in retirement
- Ways to create retirement income that supports your lifestyle
- Retirement readiness, what to review before you retire
- Common retirement planning mistakes and misconceptions
- Simple steps that help protect your long-term plan
- Planning Areas
Retirement planning areas we discuss
This event is an educational overview of retirement planning. If you would like personal guidance after attending, you may request a one-on-one conversation. During the seminar, we discuss common planning areas such as:
Retirement income planning strategies
Strategies for creating sustainable income streams
Tax-aware retirement planning approaches
Approaches to optimize your retirement tax situation
Long-term care protection strategies
Protection strategies for healthcare needs
Legacy planning for family goals
Considerations for achieving family goals
- Ideal Attendees
Is this retirement seminar right for you?
This event is a good fit if you prefer learning in a live, in-person setting and want a clearer understanding of retirement planning before making major decisions.
You may benefit if:
- You are approaching retirement and want a retirement readiness check
- You are retired and want to strengthen your income plan
- You want clarity around healthcare and long-term care planning
- You want to understand retirement strategies with real examples
- You value face-to-face learning and open discussion
- Questions & Answers
Frequently Asked Questions
Is the retirement planning seminar free?
Yes, the seminar is free. Registration is required due to limited seating.
What is covered in the retirement planning seminar?
We cover common retirement planning concerns including unexpected medical expenses and retirement income planning, plus retirement readiness topics and practical next steps.
Is this a retirement planning service or an educational event?
It is an educational seminar focused on retirement planning topics. If you want personal planning support after the event, you can request a one-on-one meeting.
Can I talk to a retirement advisor after the seminar?
Yes. If you want to continue the conversation after attending, you can request a consultation.
Can I bring my spouse or a guest?
Yes. You can reserve one or two seats during registration.
What if I cannot attend after registering?
No problem. Let us know and we can help you switch to another date.