Retirement Workshops and Live Events

Educational events that help you transition into retirement

Largest Retirement-Focused Event

The Retirement Symposium is a FREE annual event focused entirely on helping people plan for a successful transition into retirement. If you are thinking of retiring in the next 5 years, this event was designed with you in mind.

Retiree Beware! Workshops

If you're nearing retirement, have saved well, and want to know what costly financial mistakes to avoid, attend our Retiree Beware events to learn about the financial products, scams, and fads most often targeted toward retirees and pre-retirees.

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1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

3As of 03/19, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $4 billion in total assets under management and administration. 

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

Financial Times, FT 300 Top Registered Investment Advisers, June 2016. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.