We regularly host educational seminars and workshops designed to help you better understand retirement planning topics. Our events are free to attend and provide valuable information without any sales pressure.
Upcoming Events
Are You Ready for Retirement?
Join us for this comprehensive retirement planning seminar covering longevity risk, income strategies, healthcare costs, inflation impact, tax-advantaged accounts, and Social Security optimization. Learn sustainable income generation methods to help secure your financial future. This event is free to attend and you're welcome to bring a guest.
Register NowInvestment Management Strategies Workshop
Discover the tricks and traps of investment management in this educational webinar. Learn about portfolio construction, risk management, and strategies to protect and grow your retirement assets. This complimentary event features expert insights on navigating today's investment landscape.
Register NowEstate Planning & Legacy Strategies
Learn how to protect your assets and ensure your legacy is passed on according to your wishes. This workshop covers wills, trusts, beneficiary designations, tax-efficient estate planning, and strategies to minimize estate taxes. Perfect for those looking to preserve wealth for future generations.
Register NowTax-Smart Retirement Strategies
Discover strategies to minimize taxes in retirement. Learn about Roth conversions, tax-efficient withdrawal strategies, Required Minimum Distributions (RMDs), and how recent tax law changes affect your retirement planning. This workshop includes dinner and is free to attend.
Register NowUnderstanding Medicare and Healthcare Costs
Navigate the complexities of Medicare and understand how healthcare costs can impact your retirement. Learn about Medicare Parts A, B, C, and D, supplemental insurance options, long-term care planning, and strategies to manage healthcare expenses in retirement. This is a must-attend for those approaching or in retirement.
Register NowPrivate Consultations
Can't attend a group event? We also offer complimentary one-on-one consultations at our Boca Raton office. During this meeting, we'll discuss your specific situation and goals.
Request an Event
Are you part of a community group, club, or organization that would benefit from a financial education presentation? We're happy to speak to groups about retirement planning topics. Contact us to discuss your needs.