Retire Well

Taxes in Retirement

Financial Educational Workshops

You have dedicated your life to building up savings for your retirement. You have saved, invested, and made the most of workplace retirement plans. Now, you are faced with the task of maximizing retirement income. Our educational workshops, led by local advisors, offer valuable tips, advice, and services to ensure you retire well.

Expert Advice

Learn from local advisors who specialize in retirement income planning and management.

Wealth Management

Learn how to invest for stability, income and growth potential.

Man asking a question at an event

Discover

Simplify Your Retirement Planning

Learn how to effectively plan for your retirement

1. Sign up for an Event

After registering for a seminar or webinar, you will receive a confirmation email from us containing all the event details such as the date and time, instructions for finding or joining the event, and our contact information. Additionally, we will send you several reminder emails to make sure you attend.

2. Attend Event

You will receive all the essential details about how to locate and participate in the seminar in the emails we send. Please ensure that you sign in! The speaker will introduce themselves, their affiliated company, and their expertise at the beginning of the presentation.

3. Gain Valuable Information

You are not required to do anything after attending the presentation. However, if you found it enjoyable and would like more information or a personalized discussion with the host, feel free to schedule an appointment with them. That's all there is to it!

Expert Guidance

Our workshops are led by knowledgeable advisors who specialize in retirement planning. They will provide you with valuable insights, strategies, and personalized advice to help you make informed decisions about your financial future. You can trust in their expertise and guidance.

Engaging Workshops

Our workshops are designed to be engaging and interactive. You'll have the opportunity to learn from experienced financial advisors, ask questions, and participate in group discussions. We believe in creating a supportive environment where everyone can learn and grow.

Not A Sales Pitch

If you are close to retiring or already in retirement, you may be wondering about the potential impact of taxes on your financial situation. This is not a sales presentation; it's an opportunity to gain knowledge about approaches that could optimize your retirement funds. It also offers a friendly and low-pressure setting to seek answers to your questions.

Financial advisor talking to an elderly couple
Financial advisor talking to clients
Financial advisor talking to some clients
Testimonials
See what people are saying about Retire Well
Value of information 4.76 / 5.00
Clarity of presentation 4.81 / 5.00
Overall score 4.79 / 5.00
"Presentation was straightforward and informative. It gave me some things to consider."
Yvonne Wilson
“I laughed...I cried...it was a spectacle!”
Karen Price
"Very informative, thanks!"
Ray Oler
“Good information, clearly communicated.”
Cindy Smith
“Very good presentation. The information was very well thought out that made sense.”
Anthony Hill
“Wonderful, incredible and awe-inspiring!”
Sarah Hill

Upcoming

Discover Retirement Planning Workshops

Explore our upcoming workshops for valuable retirement planning insights.

Please check back soon for more events

Find an advisor

Get connected to a network of financial advisors, financial planners, wealth advisors, and other investment professionals.

Thank you! Your request has been received!
Oops! Something went wrong while submitting the form.

Free resources

Use our free resources to help you with your financial future.

About Retire Well Workshops

We collaborate with qualified, reliable experts - licensed specialists in their fields who convey important information in a clear and impactful manner, helping you make wise decisions. Our experts aim to keep you well-informed, empowered, competent, and self-assured, enabling you to tackle any challenges that come your way.