Workshops & Events
Upcoming Events
What’s happening—and where to find us next.
Check out our latest lineup of public workshops, special events, and community talks. From tax-smart retirement planning to long-term care strategy, these sessions are designed to be practical, eye-opening, and jargon-free. Reserve a seat or join the waitlist—these fill up fast.
Educational Workshops
Your shortcut to clarity—no sales pitch required.
Our signature workshops combine real-world examples, strategic insight, and a healthy dose of plain-English storytelling. We cover Social Security timing, tax traps, market myths, LTC planning, and more. Ideal for retirees and pre-retirees who want to make smart, informed decisions without getting buried in complexity.
Host a Workshop
Bring clarity and confidence to your community.
Want to educate your employees, clients, church group, or association? We can bring the Leverage Planners experience to you. Our customizable presentations are perfect for HR departments, civic groups, and advisors who want to deliver real value—without turning it into a sales seminar.
Ready to Join the Conversation?
Let’s take the first step together. Whether you’re exploring options or planning something big, we’re here to help you move forward with clarity.
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