Upcoming Events

Throughout the course of a calendar year, Derek will be conducting specialized classes on many subjects. These classes will usually be around an hour in length and they are designed to cover a particular subject that almost everyone faces during their own retirement planning process. 

Our goal for these workshops is to ensure each attendee finds value in the time spent.  Derek will share his key areas of focus and will help you better understand not only the big picture overview but the very important particulars. If you have not attended a class or workshop in the past, please see registration information below.