Understand your retirement options before you decide.
Free, no-obligation seminars and webinars on taxes in retirement, Social Security, retirement income, estate planning and Medicare — presented by licensed professionals in your community.
Why Financial Planning Education?
No cost
Every event is free to attend. Some include a meal, provided by the presenting professional.
No obligation
You never have to meet with anyone or buy anything. Come, listen, ask questions, leave.
Confidential
Your registration is used to hold your seat and send reminders, and is shared only with the professional hosting the event you chose.
Educational, not a pitch
Presenters explain how the rules work and answer questions. No products are offered for sale at the event.
Topics
Each event covers one topic in depth, so you can pick the question that matters most right now.
Taxes in Retirement
How withdrawals, Social Security and required distributions are taxed — and the order they happen in.
Upcoming Taxes in Retirement events →Social Security
Claiming ages, spousal and survivor benefits, and what changes a filing decision.
Upcoming Social Security events →Retirement Income Planning
Turning savings into a monthly income you can plan around.
Upcoming Retirement Income Planning events →Estate Planning
Wills, trusts, beneficiaries and the paperwork that keeps decisions in the family.
Upcoming Estate Planning events →Medicare
Enrollment windows, the parts and plans, and the costs people don't expect.
Upcoming Medicare events →How it works
1. Find an event
Browse upcoming seminars and webinars by topic and location.
2. Reserve a seat
Register in under a minute. You'll get a confirmation and reminders by email or text.
3. Attend and ask
Learn how the rules apply today, and bring the questions you've been meaning to ask.
Upcoming events
No events are scheduled right now. New events are added regularly — check back soon.