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Money Wise Retirement Planning tailors its educational classes and events to address various financial issues that families and individuals face as they progress to and through retirement. These issues include creating income streams that support your desired lifestyle, developing tax strategies, optimizing Social Security, preparing for unexpected medical expenses and more.

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Clients Mix & Mingle Events

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Federal Employee Workshops

Federal Retirement Impact Workshops

Federal employees have unique planning needs—balancing their government benefits with the rest of their sometimes-complex financial picture.

Through extensive training, our firm is well-versed in the particulars of various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible financial planning services to our federal clients.

Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.

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Multi-Day Events:

Retirement Planning Today®

An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. We will help you discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course helps show you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

There are no upcoming multi-day events currently scheduled. Please check back soon!

Single-Day Events:

There are no upcoming single-day events currently scheduled. Please check back soon!