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Retirement Workshops

7 Personal Decision Points | Retirement Planning Workshop

A truly comprehensive retirement plan has a lot of moving parts. In fact, there are 7 key areas your plan should focus on now, especially if you’re planning to retire within the next 5 years.

What does your plan look like?

Our workshop is low-key, educational, and designed to help good savers discover if they’re actually ‘retirement ready.’

Seating is limited, so register today.

Derived from the same strategies we use to advise our more than 13,000 clients, our updated 7 Personal Decision Points workshop is an information-packed hour where you will learn:

  • Methods to calculate how much money you need to comfortably retire
  • How forward-thinking tax planning can save you serious money
  • Age-appropriate investment risk management considerations
  • And much more!

Click below to see available dates!

Wednesday, September 15th | 6:45 p.m. | Sacramento, CA | No longer available.

Thursday, September 16th | 6:45 p.m. | Auburn, CA | REGISTER NOW

Saturday, September 18th | 11:15 a.m. | Rancho Cordova, CA | No longer available.

Saturday, September 18th | 11:15 a.m. | Broomfield, CO | No longer available.

Wednesday, September 22nd | 6:45 p.m. | Lakewood, CO | No longer available.

Thursday, September 23rd | 6:45 p.m. | Boulder, CO | No longer available.

Saturday, September 25th | 11:15 a.m. | Highlands Ranch, CO | No longer available.

Saturday, September 18th | 11:15 a.m. | West Chester, OH | REGISTER NOW

Wednesday, September 22nd | 6:45 p.m. | Oakley/Midtown, OH | No longer available.

Thursday, September 23rd | 6:45 p.m. | Blue Ash, OH | REGISTER NOW

Saturday, September 25th | 11:15 a.m. | Florence, KY | No longer available.

Saturday, September 18th | 10:00 am PT (1 pm ET) | REGISTER NOW

Tuesday, September 21st | 12:00 pm PT (3 pm ET) | REGISTER NOW

Saturday, September 25th | 10:00 am PT (1 pm ET) | REGISTER NOW