Educational Opportunities

LIVE Q&A with Tony Walker!
Tuesday, April 7th - 12:00 Noon (EST)
Monday, April 13th - 12:00 Noon (EST)
Monday, April 20th - 12:00 Noon (EST)

  • Due to the tremendous amount of Q&A participation in the previous Ages & Stages of Retirement Webinar and the volatility of the stock market – we will continue to host LIVE Webinars weekly to field questions

Future Opportunities:

Future Workshop Events TBD

  • Please complete the form to be alerted when future events are planned

Ready to Learn Now? Check Out These Recent Blog Posts!

How Big is Your Slice of Risk Pie?

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Contrary to what you may hear from the 'Financial World', there is no magic formula…

March 31st Live Webinar Q&A Recording:

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Please enjoy this recorded webinar from March 31st, 2020. See below for future webinar dates: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Join…

A Plan to Use, Enjoy and Protect Your Money!

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I find it interesting that with the recent stock market crash, you don’t hear from…

401(k) Rollover Frequently Asked Questions!

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As Tony always says, the 401(k) is a GREAT retirement savings tool, but a LOUSY…

March 24th Live Webinar Q&A Recording:

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Please enjoy this recorded webinar from March 24th, 2020. See below for future webinar dates: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Join…

Retirement is a Process, Not a Product… (300th Episode of WFR!)

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The country’s only TV show dedicated to Savers, The WorryFree Retirement®, recently marked its 300th episode! …

Special Workshop Recording! (March 16th, 2020)

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Due to recent CDC regulations, our recent workshop on Monday evening: The Ages & Stages…

Simplifying Your Finances In Retirement!

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You’ve heard the old saying, “Don’t put all your eggs in one basket.” But with…

Are Your Retirement Buckets Leaking?

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The Other Guys (Money Managers) charging high fees on all your investments are putting one…

The Free-Steak MISTAKE!

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I see this tale play out a lot. You receive a FREE steak dinner invitation(s)…

Don’t ‘go-it-alone’ in Retirement!

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Retirement is scary stuff, but when you’re single, the thought of “going-it-alone” and running out…

What is the Stock Market Anyway?

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If you have an IRA or 401(k), chances are, it's invested in some form or…