About Us

Workshops

Schedule a no-fee educational workshop for employees, retirees, families, or community groups.

Put decades of experience in the room.

Employers can host an on-site educational workshop, while retiree groups and community organizations can request a focused session for their members.

There is no fee for this educational speaking service. Calendar availability is limited, so advance scheduling is encouraged.

Popular workshop topics

  • 401(k) and IRA rollovers
  • Lump-sum pension decisions
  • Retirement income concepts
  • Estate settlement and probate
  • Annuity education
  • Tax-aware legacy concepts

Schedule a workshop

A clearer next step

Talk through your next retirement decision.

Call 330-854-1144