Our Mission

Provide Americans with the tools, knowledge, and support they need to make informed decisions and build a secure retirement.

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Financial Seminars

Attend one of our educational workshops to get prepared for retirement.

Articles

Check out our library of articles on how to navigate the financial landscape.

Instructors

A community of advisors hosting workshops in over thirty-two states nationwide.

Contact Us

Have a question about a course, Can't find a course in your area? Reach out to us today!

What makes this financial seminar unique?

Your Goals, Your Dreams, Your Ideal Retirement

Many financial seminars and workshops offer good info, but Retirement Design Lab focuses on you and your vision of the ideal retirement.  Without a definition of success, you're just going through the motions.

This isn't just another seminar. Retirement Design Lab is an interactive workshop that gives you the power to design your ideal retirement. Take the first step and join us to craft your future.

Your Retirement
Seminar 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.

Willie Schuette
Willie - Florida/Ohio
Ben Harvey
Ben - Indiana/Ohio
Matt Effinger
Matt - Indiana
Bill Romeo
Bill - North Carolina
Tyler Bannister‎
Tyler - Missouri
Jim Yent, ChFC, CFA
Jim - North Carolina

Recent Retirement Articles

How Retirement Has Changed

The concept of retirement has changed, it has shifted from being a time of rest and relaxation to a time of new opportunities.

Visualizing Retirement

This article discusses the importance of visualizing retirement in order to pursue financial security and a successful retirement.

Retirement Planning Tips For Dentists

When determining the best retirement plans for dentists, it’s important to consult a certified financial planner that understands your state laws.

Should I work during retirement?

We discuss the pros and cons of working during retirement and how it might affect your lifestyle and social security benefits.

What To Know About Retiring In Indiana

Whether you’re looking to retire in Indiana or learn more about how much to save if retiring in Indiana, our financial advisors and seminars will help shed light on your decision.

Retirement Planning for Doctors

When planning how much a doctor should save for retirement, it’s vital to understand your spend and goals. Learn more from our financial advisors.

Retirement Workshops For Teachers

Regardless of what state you work, it’s vital for teachers to plan their retirement with the help of certified financial planners to maximize their efforts.

How Long Will Your Retirement Last?

If you’re looking to plan for retirement, it’s best to set goals with a certified financial advisor to produce the best plan for determining spend and savings.

4 Reasons To Attend A Retirement Workshop

Planning for retirement can feel overwhelming. Workshops are a great way to ask questions and learn more about your retirement options.

8 Questions To Ask At A Retirement Meeting

Working with a financial advisor can be overwhelming. Here is our professional guide to questions vital to understanding your retirement plan.

Retirement Planning For Self-Employed

Whether you run a small business or are a sole proprietor, it’s vital to create a retirement plan catered to your business and personal goals.