WELCOME TO RETIRE READY ACADEMY

Retirement planning

workshops for pre-retirees

We offer free retirement workshops throughout the year at KU Edwards Overland Park and K-State Olathe

UPCOMING WORKSHOPS

Our retirement masterclass is a free workshop that covers all areas of retirement planning.

Retirement Masterclass

April 15th & 22nd (Tuesday)

6:00 PM – 8:00 PM

OR

April 17th & 24th (Tuesday)

6:00 PM – 8:00 PM

KSU – Forum Hall, Rm 110
22201 W Innovation Dr,
Olathe, KS 66061

Get directions

Curriculum

This workshop is designed for pre-retirees, age 50 and up, who are looking to develop a comprehensive retirement plan.

1. Building a Retirement Plan

Learn how to structure your retirement strategy to cover income, investments, taxes, healthcare, and estate planning—ensuring long-term financial security.

2. Social Security & Taxes

Discover how to strategically claim Social Security benefits and design a withdrawal plan that minimizes taxes while maximizing your retirement income.

3. Investment & Bucket Strategy

Explore how to segment your assets using a bucket strategy, balancing risk and growth to support your financial needs throughout retirement.

4. Choosing the Right Advisor

Understand the key differences between advisor types, what to watch for, and how to ensure you’re receiving advice that aligns with your best interests.

5. Roth Conversions & Taxes

Learn when and how Roth conversions can fit into your plan, potentially reducing your tax burden and increasing tax-free income in retirement.

6. Market Volatility Planning

Develop strategies to navigate market fluctuations, stress test your plan, and create a resilient retirement strategy that stands the test of time.

There are two systems of taxation in our country: one for the informed and one for the uninformed."

Judge Learned Hand

ABOUT

Our retirement workshops provide straight-forward and engaging information for pre-retirees. These are not annuity dinner seminars.

10+

Awards Won

20+

Years Experience

98%

Happy Clients

80+

Projects Done

The workshop was established to help you make informed decisions on all areas of your retirement including healthcare, social security, taxes, investments, and legacy planning.

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up-to-date information. Each workshop will provide general, unbiased information. At the conclusion of each workshop, you may request to speak with the presenter in a private setting.

If you are looking to learn more about insurance products or annuities, these workshops are not for you.

Retirement

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Planning

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Income

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Security

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Taxes

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Fiduciary

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Investing

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Goals

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Health Expenses

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Assets

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Webflow

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Figma

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Adobe XD

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WordPress

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InVision

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Notion

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Ilustrator

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Photoshop

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Slack

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Doodle

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FAQs

What will I learn?

How to retire with more than a stack of statements and a diversified pie chart! Together, we will evaluate challenges and opportunities retirees and pre-retirees face today and over the course of retirement.

Who are these workshops for?

Each workshop will have material catered to various situations, but in general, our workshops are intended for pre-retirees aged 50-70 who are in or near retirement.

Where are the workshops held?

Workshops are taught at a local college or university classroom in your Overland Park or Oalthe. The venue will vary depending on your location and time of the year.

What is the commitment if I register for a workshop?

A commitment of time and attendance! Workshops can quickly fill up, leaving hopeful attendees on a waitlist, so we ask that registrants let us know as soon as possible should a schedule conflict arise.

Who presents the workshop?

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each workshop will provide general, unbiased information to you the attendee. At the conclusion of each workshop, you the attendee may request to speak with the presenter in a private setting if you so choose.

How long will each workshop last?

The Retirement Masterclass typically last 2 hours and consists of 2 sessions.

Is anything for sale?

No, there is nothing to be bought. This is purely an informational course. These workshops are not annuity dinner seminars!

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