Educational classes
Retirement Workshops Designed to Make Complex Decisions Easier to Understand
Attend an educational class to learn about retirement income, long-term care, Social Security, annuity basics, legacy planning, and financial confidence after life transitions.
Class Topics
Classes are educational and designed to help attendees ask better questions, understand options, and identify planning areas that may need attention.
Ask About Upcoming ClassesRetirement income basicsHow income sources may work together.
Social Security timingQuestions to consider before claiming.
Long-term care planningPreparing for care costs and family impact.
Annuity educationUnderstanding common structures and tradeoffs.
Retirement after divorceOrganizing the financial next chapter.
Legacy and protectionPlanning for people and priorities you care about.