Workshops
At The Wealth Defender, education is one of the most valuable services we provide. Our upcoming workshops are designed to give you clear, actionable guidance on the financial topics that matter most, from retirement planning to income strategies to navigating complex benefits programs. These events offer an approachable way to learn, ask questions, and gain confidence in your financial future.
What You Can Expect
- Straightforward Education
We break down complex topics into simple, easy-to-understand concepts so you can make informed decisions with confidence. - Actionable Strategies
Every workshop is built around real-world scenarios and practical steps you can use to improve your financial outlook. - Interactive Q&A
Participants are encouraged to ask questions and engage with the material. Our goal is to ensure you leave with clarity, not confusion. - Relevant Topics
Our workshops cover areas that matter most to retirees and pre-retirees, including Social Security timing, federal retirement benefits, annuity strategies, tax-efficient planning, and creating sustainable retirement income.
Upcoming Workshops
Our new workshop calendar will be posted here soon. Check back regularly for updated dates, topics, and registration details.
If you would like to be notified when new workshops are announced, or if you are interested in hosting a private workshop for your group or organization, please contact us directly.