Learn with Us: Upcoming Events for Retirees and Pre-Retirees
Join us for upcoming adult education seminars, designed to empower you with the knowledge and strategies needed to achieve a secure and fulfilling post-work life.
Free Retirement Planning Seminars Throughout Northeast Ohio
Our Hudson, Ohio fee-only certified financial planning professionals are committed to providing comprehensive retirement education to communities throughout Summit County and Northeast Ohio. These free community seminars offer valuable insights into the most critical aspects of retirement planning, from tax strategies to Social Security timing.
As fee-only CFP professionals, we provide unbiased educational content without selling products or earning commissions. Our fiduciary responsibility means every strategy we discuss is designed to benefit you, not generate sales for financial products. These seminars reflect our commitment to strengthening retirement security throughout the surrounding communities.
Upcoming Retirement Education Events
April 14th, 2026
1-Part Retirement Planning Seminar
Hudson High School – 6:00-7:30 PM
April 28th, 2026
1-Part Retirement Planning Seminar
Tuscarawas Public Library – 6:00-7:30 PM
May 13th, 2026
1-Part Social Security Seminar
Richfield Public Library – 6:00-7:30 PM
Frequently Asked Questions
How do I register for a seminar?
Click the “Register” link next to your preferred event date and location. You can also call our Hudson office during business hours to register by phone at 330-655-1543.
Can I bring my spouse or partner?
Yes. We encourage couples to attend together, as retirement planning affects both partners. Please register both attendees when signing up.
What should I bring to the seminar?
Just bring yourself and any questions you might have. We provide all materials and handouts.
Will there be sales presentations or product pitches?
No. As fee-only fiduciary advisors, we do not sell financial products or earn commissions. We are compensated through advisory fees paid by clients who choose to engage our financial planning services. There is no obligation to become a client after attending a seminar.
Do you only serve the communities listed, or do you work with clients from other areas too?
While our seminars focus on Northeast Ohio communities, our financial planning practice serves clients throughout Ohio and virtually throughout the United States
Serving Northeast Ohio Communities
Our retirement planning seminars serve families throughout Summit County and Northeast Ohio, including residents of Hudson, Peninsula, Richfield, Stow, Twinsburg, Aurora, Streetsboro, Cuyahoga Falls, Macedonia, Brecksville, and surrounding communities. Each seminar is tailored to address the specific needs and concerns of Ohio retirees and pre-retirees.
Registration and Additional Information
Space is limited for these community education events. Northeast Ohio residents are encouraged to register early for their preferred seminars. Evening schedules accommodate working professionals planning their retirement transition as well as current retirees seeking to optimize their financial strategies.
For registration information, questions about seminar content, or to schedule a personalized financial planning consultation with our Hudson-based CFP professionals, contact our office. We’re proud to serve as your local fee-only financial planning resource throughout Summit County and Northeast Ohio.
All seminars are provided as community education services. No products will be sold during these events. Individual financial planning services are available through separate consultations with our Hudson, Ohio fee-only certified financial planning practice.
Ready For Retirement?
If you are within 5 years of retirement, we can help you analyze the question, ‘Can I Afford to Retire?’ We can sit down with you to evaluate your retirement readiness. We can also help develop a plan designed to work toward your retirement goals.