Redefine Retirement
Educational Courses
A smarter approach to retirement.
Retirement isn’t just an ending—it’s a new beginning. Your time is your most valuable asset, and this next chapter is about making the most of it.
Our courses are led by experts who break things down in a way that actually makes sense—so you can spend less time worrying about money and more time living life on your terms.
We’ll help you navigate rising taxes, shifting markets, and the challenge of making your savings last — then build a retirement plan that actually works for you.
What We’ll Cover:
01
Taxes in Retirement: What You Need to Know
02
How to Make Your Retirement Income Work for You
03
Getting the Most from Social Security
04
Avoiding Common Retirement Mistakes
05
Investing in Retirement: What’s Different Now?
06
How to Financially Protect Your Legacy
Is this really free?
Yep! There’s no cost to attend—just good information and real conversations.
Do I need to bring anything?
Nope. We’ll provide everything you need, including materials to take notes if you’d like.
Will I be sold anything?
Absolutely not. This is a purely educational event, and we won’t be talking about investment products or trying to sell you on anything.
Is this linked to Social Security?
No, we’re an independent firm, and this event is not affiliated with the Social Security Administration or any government agency.
