Seminar Registration

Financial Strategies for Successful Retirement®

Retire Better: Step One

The first step to a better retirement is preparation. Financial Strategies for Successful Retirement covers all aspects of retirement planning, providing new confidence in dealing with financial advisors.

While the class is designed for people at least 50 years old with a net worth of at least $1 million, it is offered to anyone interested in becoming better prepared for retirement.

Your seminar registration fee is $49 if you register in advance or $69 if you register on the first night of the seminar. Your fee includes admission for you and a guest (spouse/significant other/friend), and ONE workbook and set of materials to share. Additional workbooks may be purchased for $31 if you and your guest would both like to have your own course materials.

Thank you for your interest in our Financial Education Seminars. Please fill in the fields below with your contact information to find out when and where our next seminar will be held. We would be happy to talk with you and add you to our mailing list for future seminars.

Seminar Registration


We don’t currently have any seminars scheduled in the near future, but please fill in your information in the form below and we will contact you when our next session is scheduled.

Financial Strategies for Successful Retirement® Seminar

The entire course consists of 4 sessions held on 4 consecutive weeks. Each session lasts 2.5 hours with a 10-15 minute break during which complimentary refreshments will be served. Please select which evening you would like to attend.

Occasionally, we are asked if it is possible to attend some nights of one seminar and some nights of another. We try to accommodate such requests, if possible. If this is your wish, please select the seminar location you would attend most nights.

You must register in advance to guarantee you will receive course materials.

Please fill out the form to complete your registration. We will contact you regarding your method of payment. We take all credit cards, checks and cash. Upon completing your registration, you will receive a letter confirming the dates you have chosen.