Plain-language education for the decisions that come with retirement
Financial Planning Education organizes free educational seminars and webinars for people who are retired or planning to be. Each event covers one topic — taxes in retirement, Social Security, retirement income, estate planning, or Medicare — in enough depth to ask better questions about your own situation.
Who presents
Events are presented by licensed financial professionals who live and work in the community where the event is held: financial advisors, CPAs, and attorneys. They are independent of Financial Planning Education, and they are responsible for their own licensing, disclosures, and regulatory obligations.
How we're funded
Presenting professionals pay Financial Planning Education (operated by Lead Quiver LLC) to organize and market their events. Attendance is always free, and attending never obligates you to meet with the presenter or purchase anything. Our important disclosures explain this relationship in full.
What we are not
Financial Planning Education is not an investment adviser, broker-dealer, or insurance agency, and it is not affiliated with the Social Security Administration, Medicare, or any government agency. Nothing on this site is individualized investment, tax, or legal advice.