Retirement Planning Today® Workshop

An Educational Course for Adults

Learn how to avoid the top retirement planning mistakes.

To date, over 1,000 pre-retirees have taken the Retirement Planning Today® course to educate themselves on every aspect of personal finance – from income planning to investments and insurance, college planning to eldercare and retirement.

  • Create a plan to retire early
  • Use new tax laws to your advantage
  • Ask the right questions when evaluating insurance coverage
  • Select the retirement plan distribution choice that is right for you
  • Use 5 investment strategies to minimize risks and maximize returns
  • Plan your retirement income to preserve your standard of living
  • Ensure your estate plan still functions properly under the new laws

Sign up for our in-person workshop:

I am interested in the upcoming workshop:

The course guides you through the retirement planning process:

Take a minute to ask yourself…

How much money do you need to retire? How much will you need for your lifestyle?

Do you understand how inflation can impact your retirement planning decisions?

Do you have a plan that increases your financial stability throughout retirement?

Do you adjust your plan to respond to changes in the market?

Does your plan help minimize taxes for yourself and your loved ones?

Why attend the workshop?

Every person that comes through the course takes away a new perspective on their future.

This is your opportunity to ask specific, personal financial questions. This course is educational and non-commercial. No specific financial products will be discussed or sold.

WHAT YOU RECEIVE:

An easy-to-understand education on
retirement planning strategies.

A 235-page textbook with examples and
illustrations, which is yours to keep.

After the course, you will receive an optional
consultation with your instructor.

Learn How To Avoid The Top
Retirement Planning Mistakes

Workshop FAQs

The course is $75 and includes two small group sessions and a workbook. Bring your spouse or financial partner at no extra cost.

Yes! We encourage you to bring your spouse or financial partner at no additional cost. Be sure to include their name during registration.

We’ll cover the entire retirement planning process including: life planning, needs & expenses, roadblocks & mistakes, income sources, retirement plan distributions, investments, risk management & asset protection and estate planning.

Nope! Come ready to learn, ask questions and get direct access to a retirement planning expert.

Register for our in-person,
retirement planning workshop

I am interested in the upcoming workshop: