Retire Well hosts in-person educational retirement workshops that make the biggest money decisions simple to understand, including taxes, Social Security timing, Roth conversions, pensions, and retirement income. Taught by a CFP® professional and a former tax attorney, with no sales pitch and no pressure.
Retire Well hosts educational workshops for people approaching or living in retirement. In a relaxed, in-person setting, we walk through the decisions that shape your financial future, in plain English, with no sales pitch and no pressure.
Every session is strictly educational. We do not sell financial products in the room and there is no obligation of any kind. The goal is simple: help attendees understand how the major retirement decisions fit together so they can plan with confidence.
Complex retirement topics explained simply, so you leave understanding the "why" behind every decision.
These are classes, not sales presentations. Nothing is sold in the room and there is no obligation to meet again.
Taxes, Social Security, pensions, and income, explained with the practical detail that helps you see how they fit together.
Workshop dates and registration are handled through each event's own registration page. For general questions about Retire Well, reach us directly: