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