Frequently Asked Questions


Many retirees — and those close to retirement — are attending our workshops and seminars across the United States.

We’d love to have you join us, but we understand if you have a few questions before registering for an upcoming workshop. Here are some common questions your peers have had that might be helpful to you as well:

What will I discover?

How to retire smart! Together, we will evaluate challenges retirees and pre-retirees face in this day and age. Our goal is to arm you with the tools to start preparing for the retirement you’ve envisioned — confidently. Please see our course descriptions for more.

Where are the workshops held?

Most workshops are taught at a local college or university classroom, or training center. The class venue will vary depending on your location.

What is the commitment if I register?

A commitment to attend and participate! Courses can fill up quickly, leaving hopeful attendees on a waitlist, so we ask that registrants let us know as soon as possible should a schedule conflict arise.

Who teaches the workshop?

You’ll find your instructor is a licensed financial professional, well-versed in the course subject matter, and has a true passion for teaching others critical information pertinent in today’s new reality.

How long will each workshop last?

Workshops typically last 1-2 hours. Check workshop offerings in your area for more information.

Is anything for sale?

No, there is nothing to be bought. This is purely an educational course. If you wish to gain more information on strategies to help with retirement, you may be able to schedule an outside, confidential appointment with your local insurance professional.