In-person and virtual formats available. Free for all parents of college-bound students.
Retirement Planning Workshop
In-Person · Community-Based
Free, no cost, no sales pitch. For anyone looking to improve their retirement situation.
At this workshop, parents will learn
Time Social Security for maximum benefit — claiming too early is a common, costly mistake that can affect retirement income by over $100,000
Avoid costly pension mistakes
Decide when you should or shouldn’t roll over a 401(k)
Reduce or eliminate taxes on your benefits
Understand how Social Security integrates with pensions, IRAs, and 401(k)s
Learn how to improve your retirement outlook. Everyone wishes they attended 10 years ago. This workshop covers the essentials of retirement planning in a clear, accessible format.