Upcoming Events

Come To An Event

We hold retirement planning seminars and events throughout the country. In addition to general retirement planning, these offer strategies relating to various retirement systems. Check out our Events page to see what is currently scheduled. Or if you want to host a seminar or event, please contact us.

Retirement Planning Class
Sunday, Mar 03 at 12:00 PM

1124 Berkshire Ave Springfield, MA 01151

Retirement Planning Class
Sunday, Mar 03 at 03:00 PM

1124 Berkshire Ave Springfield, MA 01151

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Mar 10 at 10:00 AM

APWU Union Hall 826 Main St. Darby, PA 19023

Retirement Planning Class
Sunday, Mar 10 at 01:00 PM

APWU Union Hall 826 Main St. Darby, PA 19023

Retirement Planning Class
Tuesday, Mar 12 at 10:00 AM

APWU Union Hall 826 Main St. Darby, PA 19023

Retirement Planning Class
Tuesday, Mar 12 at 04:30 PM

APWU Union Hall 826 Main St. Darby, PA 19023

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Mar 10 at 10:00 AM

Charlotte Area Local 3521 Mulberry Church Rd Charlotte, NC 28208

Retirement Planning Class
Sunday, Mar 10 at 01:00 PM

Charlotte Area Local 3521 Mulberry Church Rd Charlotte, NC 28208

Retirement Planning Class
Tuesday, Mar 12 at 10:00 AM

Embassy Suites 4800 Tryon St Charlotte NC 28217

Retirement Planning Class
Tuesday, Mar 12 at 05:30 PM

Embassy Suites 4800 Tryon St Charlotte NC 28217

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Classes
Sunday, Mar 10 at 10:00 AM

Eastern Maine Labor Council 20 Ivers St. Brewer, ME 04412

Retirement Planning Classes
Sunday, Mar 10 at 01:00 PM

Eastern Maine Labor Council 20 Ivers St. Brewer, ME 04412

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Mar 24 at 10:00 AM

SpringHill Suites 9698 Hague Rd Indianapolis, IN 46256

Retirement Planning Class
Sunday, Mar 24 at 02:00 PM

SpringHill Suites 9698 Hague Rd Indianapolis, IN 46256

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Mar 24 at 09:30 AM

APWU Union Hall 3829 Carnegie Ave Cleveland, OH 44115

Retirement Planning Classes
Sunday, Mar 24 at 12:30 PM

APWU Union Hall 3829 Carnegie Ave Cleveland, OH 44115

Retirement Planning Classes
Tuesday, Mar 26 at 09:30 AM

Residence Inn 5101 W Creek Rd. Independence, OH 44131

Retirement Planning Classes
Tuesday, Mar 26 at 05:00 PM

Residence Inn 5101 W Creek Rd. Independence, OH 44131

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Classes
Sunday, Mar 24 at 05:00 PM

Residence Inn 897 Arlington Ridge E Akron, OH 44312

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 07 at 01:00 PM

APWU Local 4 Union Hall 4116 Wahl St Blvd. Louisville, KY 40128

Retirement Planning Class
Tuesday, Apr 09 at 10:00 AM

Courtyard Marriott 9608 Blairwood Rd. Hurstbourne, KY 40222

Retirement Planning Class
Sunday, Apr 07 at 10:00 AM

APWU Local 4 Union Hall 4116 Wahl St Blvd. Louisville, KY 40128

Retirement Planning Class
Tuesday, Apr 09 at 06:00 PM

Courtyard Marriott 9608 Blairwood Rd. Hurstbourne, KY 40222

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 14 at 10:00 AM

APWU Union Hall 303 Burnside Ave Ste 2 E. Hartford, CT 06108

Retirement Planning Class
Sunday, Apr 14 at 01:00 PM

APWU Union Hall 303 Burnside Ave Ste 2 E. Hartford, CT 06108

Retirement Planning Class
Tuesday, Apr 16 at 10:00 AM

Courtyard Marriott 1 Day Hill Road Windsor, CT 06095

Retirement Planning Class
Tuesday, Apr 16 at 05:00 PM

Courtyard Marriott 1 Day Hill Road Windsor, CT 06095

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 28 at 09:30 AM

American Postal Workers Union, Detroit District Area Local #295, 20530 Southfield Detroit, MI 48235

Retirement Planning Class
Sunday, Apr 28 at 12:00 PM

American Postal Workers Union, Detroit District Area Local #295, 20530 Southfield Detroit, MI 48235

Retirement Planning Class
Tuesday, Apr 30 at 09:30 AM

Detroit Marriott Southfield 27033 Northwestern Hwy, Southfield, MI 48034

Retirement Planning Class
Tuesday, Apr 30 at 06:00 PM

Detroit Marriott Southfield 27033 Northwestern Hwy, Southfield, MI 48034

RSVP Form

Request a spot and we will text you to confirm your reservation.

Call us if you're having trouble finding and event at +1 (202) 858-3332 and we'll help guide you to the event.
No need to worry! Schedule a one on one appointment with one of our advisors where we can cover the same material we would cover in a seminar, but focus on information relevant to you rather than a large group. This will not cost you and we will not solicit you in this appointment.
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