Host a Workshop
Bring Clarity and Confidence to Your Community’s Financial Future
When your group is ready for a smart, honest conversation about money, retirement, or healthcare planning—without the jargon or sales pressure—we’re ready to show up.
At Leverage Planners, we’re regularly invited to speak at churches, professional associations, employee groups, and private social gatherings. Whether it’s a few friends around a conference table or a full room at a community center, we bring financial education that’s relatable, relevant, and rooted in real-world results.
What We Cover: Topics with Immediate Impact
Each workshop is anchored in the same thoughtful, experience-driven framework we use in our client planning process. You can select from a range of timely topics, or ask us to tailor something unique:
The Five Retirement Pillars
A simple, powerful framework that organizes the chaos of retirement planning into clear focus areas:
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Income Security – How to turn your savings into sustainable income
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Portfolio Protection – Avoiding market potholes without stalling growth
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Tax Strategy – Legal, ethical strategies to keep more of what you’ve earned
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Healthcare Funding – Preparing for the rising cost of care, without panic
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Legacy Planning – How to transfer wealth the way you actually want
Social Security: Timing, Taxes & Traps
Straight talk about how the timing of your benefits affects your long-term outcome—and how your other income sources may reduce or increase what you receive.
The Tortoise, the Hare & the Snail
Our signature investing metaphor that demystifies how growth, protection, and liquidity can coexist in your plan—and why sequence risk is the retirement killer no one talks about.
Taxes in Retirement
How taxes work after the paycheck stops—and why proactive planning matters most between retirement and age 72. We’ll break down:
- Required Minimum Distributions (RMDs)
- Roth conversions and tax bracket arbitrage
- Long-term capital gains strategy
LTC Planning with Leverage
Learn about our proprietary LTC Advantage strategy—how to safeguard your future healthcare options using repositioned assets, not new out-of-pocket costs.
Who Hosts Our Events?
We’ve presented for:
- Civic Groups & Clubs like Rotary, Kiwanis, and neighborhood associations
- Employers wanting to provide value-added retirement education for staff
- Faith-Based Groups looking to support their aging congregations
- Friend Circles who simply want answers and guidance over coffee
Whether it’s five people or fifty, if your group wants to learn—we’re here to teach.
We don’t sell from the stage. We teach, empower, and equip.
Ready to Bring a Workshop to Your Group?
Let’s talk about the best topic and format for your event.
📞 Call us at 425-223-4520
✉️ Email us at contactus@leverageplanners.com