Free Financial Education Classes for Retirees & Pre-Retirees

Educate | Empower | Enlighten

During Our Classes We Cover

Retirement Income

Will you have enough money in retirement? Learn strategies to help you generate guaranteed income

Market Volatility

How to protect yourself from market volatility in retirement through strategies designed to create reliable income

Legacy Planning

How to pass your IRA & 401(k) to future generations and lower the tax burden. Also, how the secure act may impact your estate.


How you can legally eliminate taking Required Minimum Distributions (RMD's) at 72 years old.


We are going to challenge you to think bigger and think differently about what is possible for your


Retirement MasterClass is comprised of a group of financial fiduciaries that are passionate about providing financial education and leadership to those within their communities.

Our events are always free to attend and zero-obligation. We look forward to seeing you at a future event!

Upcoming Class Schedule


January 10th, 2024

6:00 pm EST

How to Plan for Tax Efficiency in Retirement

Plumsteadville Inn | Plumstead, PA


January 11th, 2024

6:00 pm EST

How to Plan for Tax Efficiency in Retirement

Riverwinds Restaruant | W. Deptford, NJ


January 17th, 2024

6:00 pm EST

How to Plan for Tax Efficiency in Retirement

William Penn Inn | Gwynedd, PA


January 24th, 2024

6:00 pm EST

How to Plan for Tax Efficiency in Retirement

Brandywine Prime | Chadds Ford, PA


Very informative. Information presented where the average person could understand. Relaxed atmosphere and very professional at the same time.

Maria g.

Glenside, PA

The speakers were entertaining, knowledgeable about both the new and old tax laws, and very capable in their analogies. It was a very cold night, and I expected the weather to discourage attendees but no. The room was packed and people came for the information, not for a pre-paid dinner.

susan C.

Telford, PA

The class provided lots of data, and great information and ideas for handling taxes properly and efficiently. I am an accredited investor and still learned more than I expected to.. A very good class.

Hugh P.

Bucks County, PA

I also have seen many presentation and these folks are the only ones I have heard talk about what happens AFTER TAX returns.

Kevin F.

Cherry Hill, NJ

Very enlightening and helpful at a time that I needed to hear it!

Sanra M.

Princeton, NJ

I was particularly interested in their deep knowledge regarding taxes in retirement, specifically tax avoidance. I learned several tips for avoiding tax when taking required minimum distributions. There is NO hard sell during or after this seminar. I would highly recommend that anyone take advantage of these seminars.

Ken T.

Yardley, PA

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