Investor Education

Your Path to Confident Retirement

We know retirement planning can feel overwhelming. That's why we are so focused on educating investors.

Our educational workshops and newsletters aim to make retirement simple. Why? We believe better education means better investors.

Here's some of the key topics we teach:

Retirement Income Strategies

Learn how to create reliable income streams that last throughout retirement, including Social Security optimization, pension planning, and withdrawal strategies.

Principles for Long-term Investing

Understand how to shift your investment approach as you near and enter retirement, balancing growth with income generation and managing market volatility.

Tax-Smart Retirement Planning

Discover strategies to minimize taxes in retirement through smart withdrawal sequencing, Roth conversions, and tax-efficient investment placement. Note: we're not tax professionals, but we can talk about strategies to discuss with your CPA.

Long-term Healthcare Planning

Healthcare in retirement can be confusing. We don't believe a retirement plan is complete without a plan for long-term care and health insurance.

Legacy and Estate Planning

What do you need to know about trusts and wills heading into retirement? Ensure your estate is protected from unnecessary headaches and taxation. Note: we're not attorneys, but we think understanding the basics is vital before you talk to your attorney.

You'll leave with actionable takeaways, planning worksheets, and resources to implement what you've learned.Whether you're just starting to think about retirement or preparing to retire soon, our workshops provide valuable insights in a supportive, educational environment.