Free Workshops
Learn. Ask Questions. Leave Confident.
Our educational workshops are free, no-obligation events designed to give you real answers about retirement — not a sales pitch.
Educational Events
Upcoming Workshops
Free educational workshops designed to help you make confident retirement decisions. Seating is limited — reserve your spot today.
Limited to 20 seats
Roth Conversion Workshop
March 18, 2026·6:00 PM – 8:00 PM CST
150 West Park Loop NW, Suite 105, Huntsville, AL 35806
Learn how strategic Roth conversions can reduce your lifetime tax burden, minimize RMDs, and create a tax-free legacy for your heirs. Complimentary dinner provided.
Limited to 20 seats
Social Security Optimization Seminar
April 8, 2026·6:00 PM – 8:00 PM CST
150 West Park Loop NW, Suite 105, Huntsville, AL 35806
Discover how to maximize your Social Security benefit — including the best claiming strategies for married couples and how to protect your survivor benefit.
Reserve Your Seat
Select an event on the left to register.