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

• 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
• OCT20Tue

  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
• OCT21Wed

  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
• OCT21Wed

  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
• OCT22Thu

  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
• OCT22Thu

  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.