College Financial Planning Workshop

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.
  • 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.