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Welcome to The Retirement Group (800) 900-5867

If you're looking for retirement-focused advisors to provide disciplined investing strategies, offer a straightforward market perspective, and help you navigate market volatility, then you have come to the right place. If you have any questions, please email us at info@theretirementgroup.com


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How to Begin Your Journey

1.Get the Guide for Fortune 500 Employees

The Retirement Group has put together a detailed retirement guide for Fortune 500 employees.

2.Watch a Webinar

Our team of retirement-focused advisors have put together a series of webinars which cover pension planning, how to avoid mistakes with your 401(k), and more.

3.Receive a Cash Flow Analysis

Our retirement-focused advisors can provide you with a complimentary cash flow analysis. 

4.Schedule a Call

To schedule a complimentary 15 minute call with one of our financial advisors please select a date and time on the calendar provided.

How does The Retirement Group Differ From Other Firms?

Unlike many money managers who offer generic portfolios, we design portfolios to your individual needs and goals. The Retirement Group runs cash flow projections for our corporate clients so we can determine your income needs. This is important because an individual retiring from AT&T, for example, have completely different investment needs than someone that may not be dependent on a pension or corporate 401(k) account. Furthermore, you will have a dedicated corporate-focused advisor who calls regularly to keep you informed of changes.

The Retirement Group:

  • check Run Cash Flow Projection
  • check Calls regularly to keep you informed
  • check Design a portfolio utilizing your goals and your corporate pension
  • check Weekly webinars to keep you informed

Some Money Managers:

  • cancel Only Sell Annuities
  • cancel Provide cookie-cutter portfolios
  • cancel Only call when they have something to sell

More Resources

3 Reasons Why Interest Rates Are On The Rise

3 Reasons Why Interest Rates Are On The Rise

Interest rates are a key driver of most financial assets. While most often referenced in relation to the bond market, rates are also a key input in traditional equity valuation...

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market-volatility-confidence

Handling Market Volatility with Confidence

Investing in 2019 was fairly easy. The Standard & Poor’s 500 Index (S&P) returned nearly 28% for the year with only a few bumps along the way. Today, however, we're faced...

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inflation-blocks-zoomed-in

A Note On Inflation

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it...

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Webinars for Fortune 500 Employees

 Download The Retirement Group's Most Popular Fortune 500 E-Books

The Retirement Group firmly believes education is key in the retirement planning journey, which is why we're offering these complimentary e-books.

What-to-do-with-an-early-retirement-option-cover

What To Do With An Early Retirement Offer

Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?

Lump-Sum-option-vs-Annuity-Cover

Lump-Sum Option Vs. Annuity

In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

Chevron-NUA-Net-Unrealized-Appreciation-Cover

Net Unrealized Appreciation

This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you and your retirement plan, when may NUA be advantageous  for you & when would NUA strategy make more sense than a tax-free rollover.

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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michael-corgiat

Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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brent-wolf-1

Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate

Retirement Seminars

Find a Retirement Seminar Near You

Join a complimentary in-person retirement planning seminar hosted by advisors from The Retirement Group and Wealth Enhancement Group. Seminars include a complimentary meal. Search by ZIP code or city to see upcoming dates near you.

44 upcoming seminars nationwide, soonest first

  • Retirement Dinner Seminar in Summit, NJ

    Thursday, October 15, 2026 at 6:30 PM EDT

    La Focaccia, 523 Morris Ave Summit, NJ 07901

    Tax planning for retirement. Hosted by Michael Goff.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Waite Park, MN

    Thursday, October 15, 2026 at 6:00 PM CDT

    The Park Event Center, 500 Division St. Waite Park, MN 56387

    Tax planning for retirement. Hosted by Bruce Helmer.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in San Francisco, CA

    Thursday, October 15, 2026 at 6:30 PM PDT

    Four Seasons Hotel San Francisco, 757 Market St San Francisco, CA 94103

    Tax planning for retirement. Hosted by John Stratton.

    Topics covered
    • Address taxes proactively rather than as an afterthought.
    • Reduce capital gains taxes.
    • Improve long-term after-tax outcomes.
    • Increase portfolio flexibility and create opportunities for diversification.
    Register

  • Retirement Dinner Seminar in Radnor, PA

    Monday, October 19, 2026 at 6:30 PM EDT

    Fleming’s Prime Steakhouse & Wine Bar, 555 E Lancaster Ave Ste 10 Radnor, PA 19087

    Tax planning for retirement. Hosted by Michael Goff.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Bridgewater, NJ

    Tuesday, October 20, 2026 at 6:30 PM EDT

    410 Commons, 410 Commons Way Bridgewater, NJ 08807

    Tax planning for retirement. Hosted by Michael Goff.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Edison, NJ

    Wednesday, October 21, 2026 at 6:30 PM EDT

    217 Lafayette, 217 Lafayette Avenue Edison, NJ 08837

    Tax planning for retirement. Hosted by Michael Goff.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Farmington, UT

    Wednesday, October 21, 2026 at 6:30 PM MDT

    Oakridge Country Club, 1492 Shepard Lane Farmington, UT 84025

    Tax planning for retirement. Hosted by Siobhan Collins.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Lincroft, NJ

    Thursday, October 22, 2026 at 6:30 PM EDT

    Charlie's of Lincroft, 700 Newman Springs Rd Middletown Township, NJ 07738

    Tax planning for retirement. Hosted by Michael Goff.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

  • Retirement Dinner Seminar in Logan, UT

    Thursday, October 22, 2026 at 6:30 PM MDT

    Logan Country Club, 710 North 1500 East Logan, UT 84321

    Tax planning for retirement. Hosted by Siobhan Collins.

    Topics covered
    • How your taxes change in retirement and why it matters.
    • Tax smart strategies designed for each stage of retirement.
    • How to prepare for required minimum distributions (RMDs).
    • Approaches for reducing the taxes passed on to your heirs.
    Register

Seminar dates, times and locations can change, so please check the registration page for the latest details. Don't see a seminar near you? Schedule a meeting with an advisor below.

The Retirement Group and Wealth Enhancement Group are not affiliated with the companies named.

See all upcoming seminars

Let Us Help You Reach for the Retirement You Deserve!

Contact us to learn how we've helped thousands of successful people retire comfortably.

Schedule a Meeting Call us: 800-900-5867