Frequently asked questions

We've helped hundreds of workers, pre-retirees and retirees build tax-smart retirement plans.

That said, we understand you may want more details about the RETIREMENT OPTIMIZED program, workshops and webinars. Here are answers to the most common questions.

You'll learn a ton! We've curated a collection of articles, blog posts, videos and guides, and educational workshops to highlight top challenges many people face as they plan for and live in retirement. Together, we'll uncover insights, planning ideas and tax-smart strategies designed to help you achieve a more secure and sustainable retirement.
Whether you're in your working years or already retired, you can benefit from attending our classes. Those age 45 to 70 will most likely find the courses especially useful. You can choose from different courses, which range from general planning concepts to more focused topics, such as tax-smart strategies, long-term care and legacy planning.
Our instructors are typically nationally recognized and sought-after financial planning educators. They're passionate about sharing important insights, challenges and strategies to help you navigate planning and retirement challenges.
You can join a webinar from the comfort of your own home. Or, you can attend an in-person workshop, which are usually held at a local college or library.
No. We will not try to sell you anything. Our program is for educational purposes only.
We've seen too many people make the same mistakes when it comes to their retirement. That's why we're passionate about providing you with important information to help you make more informed decisions about your personal situation. Keep in mind that the information we provide does not constitute investment, legal or tax advice. If you are seeking recommendations, please contact a legal, tax and/or financial professional.