Frequently Asked Questions
How can I benefit from attending a workshop
Attending a retirement planning workshop can provide you with a clear understanding of the importance of having a written retirement plan. A personalized plan is crucial for ensuring lifetime income and avoiding the risk of running out of money over the course of retirement. The workshop offers valuable insights into retirement accounts, wealth preservation, the importance of lifetime income, and tax-saving techniques throughout your life. You’ll also learn how to optimize your Social Security benefits and how to avoid the ticking tax time bomb in retirement. Additionally, the workshop helps you avoid common retirement mistakes, empowering you to make better informed and sound decisions.
Who is Educational Retirement Workshops
Educational Retirement Workshops offers valuable educational resources for individuals approaching retirement. We organize and host informative workshops that are open to the public throughout Southern California. Our organization is independent and not affiliated with any financial or educational institutions, nor with any government agencies.
What is the cost to attend a workshop
Our educational workshops and seminars are completely free to attend.
Is Educational Retirement Workshops affiliated with anyone
We are not affiliated with any financial institutions or government entities. Our workshops are purely informational and educational, and no investments will be promoted during the sessions. However, the presenter may invite an attendee to schedule a no cost, no obligation follow-up consultation to discuss an individuals specific situation in more detail. While Educational Retirement Workshops organizes events for financial firms, we do not promote or endorse any of their financial services.
Who will be presenting at the workshops
The majority of our presenters are local professionals with a solid background in retirement planning and have gone through extensive Social Security training, all with extensive practical experience. Given that retirement planning is a key element of your overall life plan, it could be beneficial to learn from someone with expertise and that specializes in this topic. The presenter may invite you to a no cost, no obligation consultation, where a industry professional would be able discussed a specific individual situation in more detail.
How does the presenter of the workshop benefit
Our workshops are designed for community education, providing presenters the opportunity to share valuable information with their local community. During these sessions, presenters often find that some attendees may need assistance with their retirement planning and have questions about Social Security benefits. If you choose to work directly with the presenter, they may charge a fee or commission. However, attending any of our workshops does not obligate you to engage with the presenter in any way. This format allows presenters to expose the intricate details of retirement, talk about their practice while educating and serving the community.
Will there be a sales pitch at the workshop
There is no cost to attend a workshop and there is nothing to purchase. All of the workshops are no obligation, educational and objective. Our goal is to educate and empower pre-retires and retires by sharing valuable information in an environment without being "sold" something. While the presenter may hand out printed information, their business cards or brochures about themselves, there is no obligation to engage with any speakers during or after the workshop..
How does Educational Retirement Workshops make money
Educational Retirement Workshops is funded by private and corporate entities which includes marketing services and presenter fees.
Frequently Asked Questions
Who is Workshops for Retirement
Workshops for Retirement is an educational resource for those nearing retirement. We promote educational and informational workshops open to the public across the United States. We are not associated with any financial or educational institution nor any government entities.
How much does the workshop cost
There is no charge to attend our educational workshops and seminars.
Is Workshops for Retirement affiliated with anyone
No, we are not affiliated with any financial institution or any other government entities. Our Workshops are informational and educational. No investments will be promoted. However, the presenter presenting may invite you to a follow up consultation where financial products may be presented or offered. Workshops for retirement is promoting events for financial firms but does not promote nor support any of their financial services.
Who are the presenters at the workshops
The majority of our presenters are local professionals who come from a financial background (CFP, CPA, financial advisor, etc.). with extensive hands-on experience. Retirement planning plays an important role in your life plan which is why it only makes sense to learn from someone coming from a financial background. The financial professional presenting may invite you to a follow up consultation where financial products may be presented or offered.
What does the presenter get out of this
Our workshops are intended as community education. The presenter is given a chance to educate their community and often they find there are locals who may need help with their retirement planning in one way or another. If you are interested in working directly with the professional, they may charge a fee or commission. Your attendance to any of our workshops does not obligate you to engage in any services from the presenter. This allows the presenter to potentially grow their practice, all while educating the community.
Is there a sales pitch
No, our workshops are 100% educational and objective.
Our most frequent comment we hear from past workshop attendees is how nice it is to go to a class and receive valuable information without being ‘sold’ something. While the presenter may hand out their business cards or brochures for services they offer, there is no obligation to engage with any speakers regarding their services during or after the workshop.
How does Workshops for Retirement make money
Workshops for Retirement is funded by private and corporate entities which includes presenter fees. Advertising on this website will also be available soon.
Questions? Call us
909-536-1470
Hours
Mon-Fri 9am-5pm PST
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