Our Themed Educational Workshops (1-2 hours)
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  • DON’T WORRY BE HAPPY – A fun look at the art of increasing both your income and the important things in life... while lessening the chance of running out of money
  • RETHINKING TAXES AFTER AGE 60 – A "cheeky" workshop on how the tax code is stacked against retirees... and more importantly how they can take back control.
  • HEALTHCARE, YOUR WEALTH & INCOME – A both informative and entertaining workshop that addresses the costs and concerns of healthcare costs... and provides a unique perspective on how to address them.
  • UNLOCKING SOCIAL SECURITY – This is a BIG audience favorite!  Simple and easy to follow tips and tricks for getting the most from Social Security.   It includes how to plan for future changes in Social Security… why the IRS punishes Social Security recipients that have been good stewards of their money (and how to side-step that punishment)… and how to coordinate your benefits to get the highest payouts whether you are married, single, widowed and divorced. 
  • OUTSIDE THE BOX – This workshop combines the latest research on how to keep our minds young and is chockfull of fun optical illusions, puzzles, and hilarious videos.  It combines the "keeping our minds young" theme with keeping our savings safe.
  • TO CATCH A THIEF – A workshop that centers around a 12-question quiz about investing and fraud.  Everyone will leave with tools to protect their and their loved one’s savings
  • FINANCIAL SELF-DEFENSE – There are 7 essential documents to keep your family safe… you get them for free at this community service workshop.