Empowering Retirees Through Education
Take control of your financial future with expert-led seminars tailored for today’s “pretirees” or pre-retirees. Our monthly seminar programs are designed to simplify complex tax topics so you can make informed decisions with confidence.
Your Retirement Questions, Answered
From Social Security to tax-efficient withdrawals, we cover the topics that matter most. Each seminar is built to provide clarity, not sales pitches—just honest, helpful information. Discover how small changes today can lead to better outcomes tomorrow.
Free Local Seminars—Seats Fill Quickly
We host complimentary sessions in convenient Wilmington locations throughout the year. Whether you’re newly retired or planning ahead, there’s always something new to learn. Reserve your spot today and gain insights that could save you thousands.
Sign Up For Any Seminar NOW!
Ready to take the next step toward a more confident retirement? Our free, in-person seminars cover everything from taxes to income planning—and they’re designed specifically for retirees and pre-retirees. Visit our Seminar Schedule to see upcoming dates and reserve your spot today.