Who We Are

About Us

We live in a time when you can find almost any information online with just a few clicks. But is it a trustworthy resource for making major life decisions, like planning for your retirement? What about protecting your legacy so you can pass your assets on to the next generation?

Retire Right Workshops partners with trusted, licensed, and experienced financial services professionals nationwide to host events that provide community education. Every Retire Right Workshop presenter conveys important, easy-to-understand information based on their own expertise from working in the financial services industry.

When it comes to making smart, well-informed financial decisions around planning for retirement, we believe expert guidance is the key. You’ll leave our events feeling empowered, informed, capable, and ready to handle those milestone moments in your life with confidence.