Retirement Education Events by FirstIncomeRetirement
Good retirement decisions start with good information. FirstIncomeRetirement hosts educational courses and community events in the Sarasota area so you can learn about retirement topics in a relaxed, no-pressure setting and ask questions directly.
FirstIncomeRetirement Educational Courses
Our courses break complex subjects into practical lessons you can apply to your own plan. Typical topics include:
Retirement Income Essentials
How to turn savings into a reliable paycheck and how much you can withdraw each year without running short.
Social Security Strategies
Claiming ages, spousal and survivor benefits, and how your decision affects your household income for life.
Taxes in Retirement
Required minimum distributions, Roth conversions, and simple ways to keep more of what you have saved.
Protecting Your Nest Egg
Planning for market volatility, inflation, and long-term care costs before they become emergencies.
Upcoming FirstIncomeRetirement Events
New sessions are scheduled throughout the year, and seating is often limited. To find out about the next course or event, or to reserve a seat:
- Call us at (941) 323-7069
- Email [email protected]
- Or send us a message and ask to be added to our event notification list
Can’t make it to a live event? Browse our articles, booklets, and calculators, or book a one-on-one meeting.
Prefer a private conversation? Meet with us one-on-one to discuss your own retirement questions.
Schedule a Complimentary Consultation