Financial Education Work shops
Starting the retirement planning process can feel overwhelming. You may receive advice from friends and family, as well as differing opinions from financial professionals. We created an educational process designed to help you learn in a no‑obligation environment.
We host live classes on topics that are most important to those planning for or entering retirement. These sessions provide an opportunity to learn, hear different perspectives, and benefit from the questions and experiences of others—while others learn from yours as well. Please view some of the classes below!
Social Security Benefit Options Workshop
Learn how to avoid the most common Social Security claiming mistakes and understand how your benefit election fits into your overall retirement plan. This class focuses on coordinating Social Security with other income sources so it works for your retirement, not against it.
Medicare Basics & IRMAA Awareness Workshop
Retirement Income Planning Workshop
Living Tax-Free: Strategies for Lower Taxes in Retirement Workshop
Estate Planning Workshop
Understand who will benefit from your estate and how to ensure your wishes are carried out. This class covers foundational estate planning concepts, techniques to help minimize estate taxes, and
common estate freeze strategies designed to preserve wealth for future generations.