Educational Retirement Seminars

Retirement decisions are too important to make without clear, unbiased information. My seminars are designed to educate — not sell — and provide practical guidance on the topics that matter most as you approach or move through retirement.

Each seminar focuses on helping attendees understand how income, healthcare, and risk work together in retirement, and how insurance-based strategies can bring clarity and confidence to long-term planning.

Who These Seminars Are For

These seminars are ideal for:

  • Individuals or couples within 10 years of retirement

  • Recently retired individuals seeking income clarity

  • Those concerned about market volatility

  • Anyone navigating Medicare decisions

  • Retirees who want predictable income and reduced risk

No prior financial knowledge is required, and there is no obligation to implement any solutions discussed.

What You’ll Learn

  1. How retirement income differs from working income

  2. Guaranteed income vs market-based income

  3. Common retirement risks and how to reduce them

  4. How Medicare choices impact retirement cash flow

  5. Where insurance-based strategies can add stability

  6. How to protect income for a surviving spouse

Common Seminar Topics

  1. Retirement Readiness: Income, Healthcare & Risk

  2. Medicare Planning: What to Know Before You Enroll

  3. Protecting Retirement Income in Volatile Markets

  4. Creating Reliable Income Youџ Can’t Outlive

A Different Kind of Retirement Seminar

These seminars are educational in nature and intentionally pressure-free. I do not manage investments, promote stock strategies, or offer one-size-fits-all solutions.

Instead, the focus is on:

  • Clear explanations in plain language

  • Understanding options and trade-offs

  • Learning how insurance-based tools can complement existing plans

  • Empowering attendees to make informed decisions

Upcoming Seminars

Joe's New York Pizza

104 Thomas Green Blvd ~ Clemson, SC

Tuesday January 20

Tuesday January 27

New seminar dates are added regularly. Please check back soon or contact me to be notified.

Reserve Your Seat

What Happens After the Seminar

Attending a seminar is simply a first step. Those who would like personalized guidance may request a complimentary Retirement Readiness Conversation to review their specific situation.

There is no obligation to schedule a follow-up, and no pressure to implement any strategy discussed.

Reserve Your Seat or Learn More

Register for an Upcoming Seminar
Schedule a Retirement Readiness Call

Seminars are educational in nature. No investment advice is provided. Insurance products may be discussed and are subject to carrier terms and conditions. Guarantees are backed by the financial strength of the issuing carrier.