A complimentary, in-person class for people who are newly retired or planning to retire soon and want a better understanding of their options before making decisions.

Educational class only. No sales pressure.

What you’ll learn in this class

• How retirement income typically works once paychecks stop

• What to understand before choosing when to claim Social Security

• How taxes and inflation can affect retirement income over time

• Common planning gaps people often discover too late

• How to think about healthcare and longevity in retirement

Who this class is designed for:

• Individuals or couples ages 57–72

• Those retiring soon or recently retired

• People who want clear explanations, not jargon

• Anyone who prefers learning in a classroom setting

You don’t need to have everything figured out to attend.

What this class is not:

• Not a sales presentation

• Not a product pitch

• Not a high-pressure event

The goal is education — so you can make informed decisions at your own pace.

What to expect when you attend:

• A comfortable pace and plain-language explanations

• Printed materials provided

• Time for questions

• An educational overview designed to increase clarity, not overwhelm