Seminars & Workshops
We love hosting events to educate, nurture and inspire.
Our Upcoming Events
We love bringing people together to share our knowledge, new insights, and time-tested methodologies that help with all aspects of retirement strategies. Building relationships based on trust and integrity happens best when we connect—online or in person. Whatever the event, you’ll leave with fresh ideas and actionable options.
Retirement Readiness Workshop
A friendly, jargon-free session on Social Security timing, Medicare basics, and income planning.
Safer Income in Retirement (Live Webinar)
Learn how to structure withdrawals, avoid common RMD pitfalls, and keep more after taxes.
Estate & Tax Planning Essentials
A practical overview of wills, trusts, beneficiary mistakes, and tax-smart strategies.
Engaging, educational events—designed for every stage of your financial life
From nights at the movies to small-group workshops, our events help you learn, connect, and plan with confidence.
Movie Events
We host special movie nights that highlight stories resonating with people at different stages of their financial lives. These events are a lot of fun and a great way to meet new people—while learning about your financial future.
Dinner Events
Sometimes a dinner event is the way to go. Enjoy a nice meal with like-minded people and explore new retirement investment concepts in a relaxed, social setting. These are intimate and limited in size—so RSVP quickly when available.
Workshop-style Events
Hosted in our small conference room, these focused evening sessions dive into specific topics. Guests can ask questions and get answers right away—leaving with practical knowledge and a clearer understanding of their retirement options.
Choose Your Event Style
Workshops, movie nights, or dinner events—each one is practical, relaxed, and focused on safer retirement steps.
Workshop
Don’t Worry Retire Happy
How happy & stress-free retirees make the most from the least… with the smallest amount of risk possible.
Movie Event
Don’t Worry—Retire Happy
Build a confident retirement that prioritizes income, simplicity, and lower risk.
Dinner Event
Happier Retirement, Fewer What-Ifs
Stretch your savings, minimize surprises, and keep risk in check.