Retirement: Where Every Day is Friday

Travel the world, take up a new hobby, stay connected with family and friends, or just relax and enjoy life. Register for one of our workshops to get organized, create a retirement plan, and make the most of your financial resources.

Define

Dream about what your ideal retirement looks like - permission granted!

Design

Once your ideal retirement is defined, you can design a plan that fits your needs.

Deploy

Implement your plan. You're ready to relax and savor your retirement.

Upcoming Financial Seminars

3/5 or 3/7

Matthews, NC

Everest Retirement Planners

Registration Deadline 3/4

Save my seat
Event ID: 1025
3/20 & 3/27

Wyomissing, PA

Wyomissing Public Library

Registration Deadline 3/19

Save my seat
Event ID: 1026
Picture of the course workbook.
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Check out our full course list by using the link below or in the top right corner.

52+
Cities
36+
Instructors
28+
States
5+
Courses

Financial Seminar Topics

10:00am

Creating Design Systems

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Christine Campbell
Wealth Advisor
Willie Schuette
Wealth Advisor
David Greene
Wealth Advisor

9:00am

Introduction to The ProductCon

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Kevin Campbell
Wealth Advisor
Christine Campbell
Wealth Advisor

10:00am

Creating Design Systems

Vitae malesuada fringilla eu in etiam. Non, sed ac tristique id pellentesque venenatis congue.

Kevin Campbell
Wealth Advisor

9:00am

Introduction to The ProductCon

Vitae malesuada fringilla eu in etiam. Non, sed ac tristique id pellentesque venenatis congue.

Kevin Campbell
Wealth Advisor
Willie Schuette
Wealth Advisor
David Greene
Wealth Advisor
Visualizing Retirement

How you will spend your time, what kind of lifestyle you will have, and how your finances will look. It can also include envisioning how you will stay active and connected with family and friends.

How retirement has changed


People today are living longer and healthier lives, retirees also have more options than ever before when it comes to how they choose to spend their retirement. As the cost of living increases so does the need for long-term financial planning so you can maintain  your lifestyle.

The big questions

When can you retire? When do you take Social Security? Will you run out of money? What happens if you become ill? Where and how to invest?

Unlocking your legacy

How to leave a financial and emotional legacy to those that matter most to you.

The importance of a planning process

Your systems determine how far you will go, not your goals and objectives.

retirement basics

Budgeting, determining your income need, accumulation versus distribution, and how to manage risk before and after retirement.

In order to properly manage finances before and after retirement, it is important to consider budgeting, determining one's income needs, accumulating versus distributing funds, and risk management.

types of accounts and their Rules

Know the tools and the rules of the most widely used retirement accounts.

taxes and retirement

Understand how taxes will affect your retirement income and uncover how to avoid certain tax pitfalls.

investments and balancing a portfolio

Learn 8 key investment vehicles that can be used during retirement, along with their advantages and drawbacks.

Risk Management in retirement

The when, where, why, and how of insurance in retirement.

estate planning tools

Understand the difference between wills and trusts.

Case Studies

Example situations that people may face in retirement and how to solve them by deploying strategies learned in this class.

Office Hours

Your chance to review your personal situation and ask about any specific situations you may be facing now or in the future. Below is the agenda for the meeting. Office hours are not meant to be construed as individual investment advice.

Office Hours Agenda

1) Meeting Overview
2) About Our Practice & Approach - (Our Process)
3) Your Financial and Lifestyle Goals
4) Understanding Your Expectations
5) Where We Go From Here

Frequently Asked Questions

Who is the instructor for the workshop?

Retirement Design Lab is a nationwide program that was created to help those in or nearing retirement to define and design their ideal retirement. Workshop instructors are licensed financial professionals that are committed to helping people in their community gain more clarity about their retirement. With only a few exceptions, each workshop is taught by local professionals.

I'm not married, can I bring a guest?

Sure! Whether it's a significant other or a close friend/family member, attendees who bring a guest find it to be helpful to bounce things off one another. Each registration includes two reserved seats and individual workbooks.

What happens after the workshop?

Personal finance is just that… personal. With this in mind, instructors are encouraged to make an individual consult available to all registrants at the conclusion of the workshop. Attendees benefit from the opportunity to ask more personal questions related to their unique situation. Your instructor will provide more details about this during the in-classroom sessions. Office hours are not meant to be construed as individual investment advice.

These dates don’t work for me… will you be hosting other workshops in the future?

Maybe. There are a number of factors     that go into scheduling these workshops, including instructor and facility availability. If the dates don't work for you, we'd suggest reaching out to to us via our contact page.

Should I bring my spouse?

Absolutely. The workshop makes every effort to get couples on the same page with their retirement plan. A variety of planning concepts are introduced that will help married couples to think critically about their own retirement picture. From Social Security claiming strategies to taxation issues, the workshop will provide insights for married couples to help them design their retirement.

What happens if I can't make one of the in-person classroom sessions?

We understand that things come up that may cause a scheduling conflict. When you register, you will receive direct contact information of the instructor. We would encourage you reach out ahead of time to discuss what options may be available. Our goal is to provide you with the "complete" experience. Your instructor will work with you to facilitate this.

Am I obligated to meet with and/or do business with the instructor?

No. However, most attendees choose to meet individually with the instructor to review their personal situation and/or address any questions they may have after the in-person classroom session(s) have concluded. At the conclusion of that meeting, you may choose to explore an ongoing relationship with the instructor via their independently owned financial planning firm. That is a personal decision and the classroom education should not be construed to be individual investment advice.

I'm a financial professional, how do I get involved?

We're always looking for financial     professionals who share our enthusiasm for consumer education. If you're interested in getting involved with the Retirement Design Lab educational series, drop us a note on our contact page and tell us more about yourself.

Instructors

Our team of experienced instructors have been helping people understand their retirement options for many years. They have a wealth of knowledge in the financial services industry and a deep understanding of long-term financial planning. They are passionate about helping people reach their goals and objectives.


Important Information & Disclosures:


Your registration covers in-person classroom instruction, a workbook, and one hour of time to discuss your specific situation (referred to as Part III - office hours. Office hours are not meant to be construed as individual investment advice.) At the end of the workshop, we want you to think differently about retirement. You'll be armed with the ability to analyze various planning decisions and implement strategies to potentially reduce taxes, manage stock market volatility, visualize your retirement, and much more.

Each topic will be discussed in greater detail at the presentations. Please note that any strategy utilizing investments carries an inherent element of risk. Certain strategies may not apply or be suitable for all registrants. For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor.

The instructors for your local RDL are affiliated with USA Financial Securities Corp. Member FINRA/SIPC. A Registered Investment Advisor. For specific information regarding the registration of your local presenter please visit:https://brokercheck.finra.org/