FREE Retirement Series Educational Workshops

Yes. There is no cost to attend, but seating is limited and advance registration is requested.

No. This workshop is educational in nature and is designed to help you better understand Social Security, Medicare, and retirement planning topics so you can make more informed decisions.

Individuals and couples who are approaching retirement, recently retired, or want to better understand their Social Security and retirement options. 

Absolutely. In fact, I encourage spouses or anyone involved in retirement planning decisions to attend together. Please indicate the number of attendees when you register.

Bring your questions. You'll have note taking materials provided or you can bring your own. No financial documents are required or needed.

The presentation lasts approximately 60 minutes with time for questions afterwards.

You'll leave with a better understanding of Social Security retirement benefits and Medicare and how they impact your situation. If you'd like additional guidance, you'll have the opportunity to schedule a private consultation at a later date. There is no obligation to do so.