I have hosted between six and 12 workshops per year since we started our practice. We use a third-party firm to help us identify a targeted mailing list with the right demographics and location. We also develop professional mailers that go out to thousands of households. We describe the meetings as investment strategy and asset protection workshops. We discuss retirement income planning, risk management for investments, tax planning in retirement, Social Security, legacy planning, long-term care, and much more. It is a very complete overview of topics pre-retirees and retirees need to start learning about.
Photography by Nick Fancher