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.

24 upcoming seminars nationwide, soonest first

• OCT8Thu

  Retirement Dinner Seminar in Boston, MA

  Thursday, October 8, 2026 at 6:30 PM EDT

  The Capital Grille, 900 Boylston St Boston, MA 02115

  Tax planning for retirement. Hosted by David Lucier.

  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
• OCT8Thu

  Retirement Dinner Seminar in Apple Valley, MN

  Thursday, October 8, 2026 at 6:00 PM CDT

  The Tavern Grill Apple Valley, 15435 Founders Lane Apple Valley, MN 55124

  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
• OCT8Thu

  Retirement Dinner Seminar in Scottsdale, AZ

  Thursday, October 8, 2026 at 6:30 PM MST

  Ruth's Chris Steak House, 7001 N Scottsdale Rd Ste 290 Scottsdale, AZ 85253

  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
• OCT13Tue

  Retirement Dinner Seminar in Oakland, NJ

  Tuesday, October 13, 2026 at 6:30 PM EDT

  Portobello, 175 Ramapo Valley Rd Oakland, NJ 07436

  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
• OCT14Wed

  Retirement Dinner Seminar in Parsippany, NJ

  Wednesday, October 14, 2026 at 6:30 PM EDT

  The Capital Grille, 10 Dryden Way Parsippany-Troy Hills, NJ 07054

  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
• OCT15Thu

  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
• OCT15Thu

  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
• OCT15Thu

  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
• OCT19Mon

  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

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.