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. Please see workshop descriptions for more.
Who are these
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.
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.
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!