Turning Complexity into Confidence
Clarity. Confidence. Control.
Retirement Planning Shouldn’t Be Guesswork
— We Teach You What Wall Street Won’t.
At My Retirement Workshops, we break down the complex world of retirement planning into clear, actionable steps.
Whether you’re a few years from retirement or already there, our no-cost educational classes empower you to make informed decisions about taxes, investments, healthcare, estate planning, and more — without a sales pitch.
Local and Trusted
We host in-person classes at colleges, libraries, and learning centers across your community. Each event is free of charge, but seats fill quickly — so early registration is encouraged.
- 100% Educational
- No Financial Products Sold
- Designed for Adults Ages 50–70
Why Attend a Class?
- Learn strategies to preserve wealth and reduce market risk
- Learn strategies to preserve wealth and reduce market risk
- Get clarity on Social Security timing and benefits
- Explore how inflation and healthcare costs can affect your plans
- Understand how taxes may impact your retirement income
Invest in Yourself & Your Family's Future
Planning for retirement and navigating your financial future can feel overwhelming — but it doesn’t have to be. Education is the key to making informed, confident decisions about your money.
By understanding critical topics like taxes, investments, estate planning, retirement income strategies, and long-term care, you can take control of your situation rather than leaving it to chance or to others. Knowledge empowers retirees to protect what they’ve worked hard for, avoid costly mistakes, and create a plan that reflects their unique goals and needs.
The more you know, the better equipped you are to make decisions that bring clarity, confidence, and peace of mind.
Frequently Asked Questions
Who are you?
We are an independent educational platform dedicated to helping individuals approaching or already in retirement. We organize public workshops across the country to provide clear, accessible information on important financial topics. We are not connected to any government agency, financial institution, or university.
What does it cost to attend?
Our workshops are completely free of charge. There is no fee to register or attend.
Are you affiliated with any companies or organizations?
No — we operate independently and are not tied to any financial firms, government organizations, or schools. The workshops are strictly for educational purposes. Although the speakers may offer an opportunity to meet with them privately afterward, participation in such a meeting is entirely optional and separate from the workshop itself.
Who leads the workshops?
The workshops are led by experienced professionals from the financial industry — such as Certified Financial Planners, CPAs, or other qualified advisors — who have hands-on expertise in retirement and financial planning. Their goal is to share valuable knowledge and help attendees better understand the options available to them.
Why do presenters volunteer to lead these workshops?
The workshops give presenters a way to give back to their community by sharing their knowledge. Occasionally, attendees decide they’d like to work with the presenter after the class, which helps the presenter grow their practice. However, there is no obligation to hire or purchase anything from them — your participation ends when the workshop concludes, unless you choose otherwise.
Will I be pressured to buy anything?
No. Our workshops are purely educational and free from sales pitches. Many attendees comment on how refreshing it is to learn in a no-pressure environment. Presenters may leave their business cards or brochures for those who are interested, but no one will pressure you to sign up for any services during or after the event.
How do you fund these workshops?
We are funded through fees paid by the presenters and, in the future, through advertising on our website. This support allows us to keep the workshops free and open to the public.