Intelligent Retirement Planning is an educational resource for those nearing retirement. We provide educational workshops open to the public across the United States.

There is no charge to attend our educational workshops and seminars.

No, we are not affiliated with any financial institution or any other government entities.

The majority of our presenters are local professionals who come from a financial background with extensive hands-on experience. Retirement planning plays an important role in your life plan which is why it only makes sense to learn from someone coming from a financial background.

Our workshops are intended as community education. The presenter is given a chance to educate their community and often they find there are locals 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 doesn not obligate you to engage in any services from the presenter. This allows the presenter to potentially grow their practice, all while educating the community.

No, our workshops are 100% educational and objective.
Our most frequent comment 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 speakers regarding their services during or after the workshop.

Intelligent Retirement Planning is primarily funded by private entities which includes presenter fees. Advertising on this website will also be available soon.