Who presents at these educational workshops?

The presenter is a local financial professional who comes from a financial background. Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. Social security, income needs planning and estate protection are all a crucial part of your retirement plan.  Learning from a financial professional on these subjects can help you become more comfortable with your planning needs.

Who is Retire As You Desire?

Retire As You Desire Workshops is an educational resource for those nearing or in retirement. Retire As You Desire Workshops provides educational events open to the public across Illinois.

What will I learn at this workshop?

At a Retire As You Desire workshop, you will learn:

• A comprehensive overview of retirement planning.
• How to maximize your social security.
• Learn how to protect your estate from illnesses.
• Tools and strategies available to help you create cash flow in retirement.
• Traditional IRAs vs Roth IRAs.
• How rising taxes may affect your retirement cash flow.


What does the presenter get out of this?

Our workshops are focused around retirement education in our communities. While the presenter is given a chance to educate their community, often they find there are residents who are nearing retirement who may need help with their retirement planning in one way or another. If you are interested in working directly with the professional, they may charge a fee or commission. Your attendance to any of our workshops does not obligate you to engage the presenter in any service. This allows the presenter to potentially grow their practice, all while educating the community.

Is there a “sales” pitch?

No, our workshops are strictly educational. One of the most frequent comments we hear from past workshop attendees is how nice it is to go to a class and receive valuable information without being ‘sold’ something. While the presenter may hand out their business cards or brochures for services they offer, there is no obligation to engage with any speaker regarding their services during or after the workshop.

Is Retire As You Desire Workshops affiliated with any government agency?

No, we are not affiliated with any government entities.

How much does the workshop cost?

There is no charge to attend our educational workshops.  Please feel free to attend and to invite a friend or family member who can use retirement planning information.