Workshop Topics

Our educational workshops cover a wide variety of informative, inspiring and enjoyable topics for one and all. Including, but not limited to:

  • Social Security Explained
  • Social Security Claiming Strategies
  • Women Approaching Retirement and Beyond
  • Social Security for Divorced Women
  • Retirement Basics for Women
  • Strategies for a Lifetime Income in Retirement
  • Exploring Your Options for a Quality Retirement
  • Understanding 401K Rollovers
  • Financial Blunders – Lessons We Never Learn
  • I.D Theft
  • Preparing for Long Term Care
  • Taking Control of Your Cash – Eliminating Debt
  • Tax Planning