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Trusted Guidance, Local Experts

Whether you’re just starting to plan for retirement or looking for ways to maximize your savings, My Guide to Retirement is a trusted resource designed to make your decisions easier and your future more secure. By partnering with local experts, we bring live, in-person events to your area—helping you gain insight, build relationships with trusted professionals, and make informed decisions with confidence.

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What Past Attendees Say

This event provided excellent information and made me realize how much I wasn't aware of. Thank you!

The speaker did a great job. They seemed very knowledgeable and presented the material in a way that was easily understood. I learned a lot!

Very knowledgeable speaker and very well-presented information. Location was very close to my home and easy to find.

Very well done. Knowledgeable and presented in a way to achieve better understanding.

The presentation addressed the real and legitimate points of being prepared for end of life "business." Our presenter was engaging and knowledgeable on the subject—very informative. Thank you!

Awesome presentation! I wish I knew this when I was younger.

Great event. Prompted my husband and me to jump on in and take hold of these issues that we’ve been procrastinating about for some time now.

This was extremely valuable to me. I really appreciated that you didn't try to sell me anything. I can now take the information and ponder it, get my ducks in a row, and proceed without pressure.

Very informative and educational event. Our presenter was very experienced in his field, had a relaxed presentation style and was very informative.

The speaker was extremely informative and very organized. I appreciated that she covered the essential information in a timely manner. This was a very worthwhile event.

Great presentation. Our presenters were fantastic.

It was eye opening that death is not the only purpose for such protection. Becoming injured and/or incapacitated also makes a case for your making sure your wishes are known and followed when a person may not be able to do so for themselves. This was a informative without any Hard Sell.

My wife and I found this seminar very useful. We have been delinquent in establishing a will. The speaker informed us that a will is subject to probate, so now we will pursue a trust. We are grateful. Thank you.

I enjoyed the presentation and the information I learned.

It was well worth the time. Appreciate the excellent speaker and useful presentation that knocks out a lot of what would otherwise be a mountain of questions in about an hour. Very good at getting through an otherwise challenging subject and motivating people to act on an important life task.

Very informative!! Thank you!

It was a great presentation; the presenter kept the seminar interesting and held everyone’s attention— with the goal of ensuring people are knowledgeable and can make informed decisions.

Wonderful presentation from a kind and engaging speaker!

I thought the event information was very beneficial for my wife and me, and will certainly inform our decisions going forward.

It’s nice and very informative. We always avoid this topic, but it was clearly explained.

I was very satisfied with the presentation, and it met my expectations. I have better insight into what I need to plan and the next steps required. Thank you!

The speaker was very informative and extremely knowledgeable. The information provided was enough to realize that one needs more coverage on life’s unexpected situations.

Presentation, speaker, venue…all were quite good. Was more than pleasantly surprised. Good overview that tied legal, financial and tax implications together well. I was impressed.

Extremely pleased with the presentation and it was great info.

I found the seminar to be very informative and productive.

My husband and I thought the speaker was excellent.

We were planning to investigate a Trust fund for our kids but never got around to it. Now that we are getting older it seemed more important now than ever and it made perfect sense for us to check it out. Thank you!

Our presenter was very informative and very clear on the information. Showed his knowledge. Was entertaining and compassionate on his scenarios and his private life. Awesome job.

The seminar was very interesting; the speaker was well prepared and presented information clearly. I'm very pleased with the opportunity to receive information and feel more comfortable with my final plans.

Frequently Asked Questions

Who is My Guide to Retirement?

My Guide to Retirement is an independent educational resource helping those approaching retirement access clear, reliable information. We connect you with local workshops and provide free guides and resources—so you can make informed decisions with confidence.

Who presents at our events?

Our partner-led workshops and webinars are presented by experienced professionals from your local area. Presenters may include financial advisors, attorneys, and other qualified professionals who specialize in retirement, healthcare, and estate planning topics.

How much do our workshops cost to attend?

There is no cost to attend our educational events.

How do presenters benefit from hosting these workshops?

These sessions are intended to educate the community. Presenters may connect with attendees who want additional help, but there is no obligation to engage their services. If you choose to work with a presenter, they may charge a fee or commission for their services.

Is there a sales pitch?

No. The focus is on providing clear, educational information. Presenters may make themselves available if you’d like to learn more, but there is no obligation to take any next steps.

Is My Guide to Retirement affiliated with any government agency?

My Guide to Retirement is not affiliated with any local or federal government entities.