Upcoming Retirement Events

Learn how to retire your way
seminar

Join us for a live dinner seminar or workshop

We host educational events designed to give you the information you need to feel confident about your future. Whether you're wondering about income strategies, tax planning, Social Security timing, or protecting your wealth, our seminars are a great first step toward getting clarity.

What to Expect

Our dinner seminars and workshops are informative, relaxed, and free of pressure. You’ll learn about topics that matter most as you approach or enjoy retirement, such as:

  • Strategies for generating reliable income

  • Managing taxes in retirement

  • When and how to claim Social Security

  • Estate and legacy planning essentials

  • How to navigate healthcare and long-term care decisions

You'll leave with real insights — not a sales pitch.

Reserve Your Spot

Space is limited for our exclusive events, so be sure to register early. Fill out the form below to secure your place at our next educational session and our office will confirm a date and time that works best for you to attend.

Fill out my online form.

Schedule a Visit

Understanding your concerns and biggest aspirations is where we begin. Schedule a visit to see how we can transform these into a written, coordinated strategy for your future.

melton
Melton & Company