About the Workshops
We offer no charge/ no obligation workshops where you can learn what steps to take to ensure a Successful retirement. The workshops are intended to help people make sense of retirement.
- You'll learn how to build your "retirement bucket"
- You'll learn about creating your own individual pension plan, even if your employer doesn't provide one.
Our expert Investment Advisors present the information and then answer any questions you might have. Afterwards you have the opportunity to sign up for a complimentary one-on-one consultation, but no commitment is necessary.
We're satisfied as long as you learn something of use for your retirement.