Pre-Retirement Workshops

Pre-Retirement Workshops


Dear Educators,

Due to the unusual circumstances involving COVID-19, we are postponing the Spring Pre-Retirement workshops. We will be rescheduling the workshops and will notify those registered promptly once new dates and locations are confirmed.   In the meantime, we will be offering several Pre-Retirement Webinars. Please click the link below if you are interested.

With 21 years of experience conducting teacher workshops, we understand the importance of attending one of our informational workshops, as many of you are considering retirement in the next year or two. For the educators in this situation, we are offering a complimentary consultation with one of our seven financial consultants to review your plan and help you make good decisions on your retirement.

Lastly, we are deeply committed to the teacher community and with a client base of over 2,000 families, primarily educators, we understand the importance of planning and a proper, well-diversified, goal-based age-appropriate portfolio. 


  Schedule a Consultation

If you would like to schedule a complimentary consultation with a financial consultant to discuss your individual questions and retirement concerns, please click here:



Webinar Registration 

If you would like to register for an upcoming Webinar, please click here:




Workshop Notification 

If you would like to be notified when a new workshop schedule is available, please click here: