Seminars

Educating Minnesota Employees.
Retirement Education PLUS offers comprehensive pre-retirement seminars to Minnesota employees. Expert presenters share their knowledge in the areas of Social Security, Medicare, Financial Planning, Long-Term Care, Estate Planning, Caregiving, and Retirement Life Planning.
Delivering Objective Information.
We focus on education and have a true passion for empowering your employees to make informed decisions concerning their retirement. Your employees will appreciate that we do not sell products and services during the sessions.
With each seminar series, employees receive a Retirement Guidebook that provides resources, forms, and necessary process steps to plan for retirement. Employees can contact expert presenters directly with post-seminar questions.
Supporting HR Staff.
We are committed to supporting you. By partnering with Retirement Education PLUS, you receive one year of follow-up support on Social Security and Medicare topics. We also help alleviate your time and resource constraints by providing the experts and tools to get your employees on track for a rewarding retirement. We’ll do the work – you just need to get us there.
Building Engagement.
Gain a competitive advantage in your industry by engaging what matters: your employees. With Retirement Education PLUS, you will increase productivity and decrease time loss for those in the caregiving cycle and rev up those nearing retirement with tools for the future. Deliver enhanced profits with passionate employees who are committed to the organization that values their future and well-being.
Offering Custom Seminars at Your Location.
Retirement Education PLUS offers flexible scheduling at your location. Session times vary with many employers choosing evening offerings to meet the needs of their full-time employees and allowing for spousal attendance (a spouse or partner is encouraged to participate at no additional charge).
We provide a customized retirement education package at accessible pricing for all sized companies. Onsite seminar minimum is 10 participants. Smaller organizations who cannot meet 10 minimum participants may inquire about other options. Large group discounts are available.
Employees leave our seminars with the tools to answer the following questions:
- How does Medicare work?
- When should I draw from Social Security benefits?
- Where do I find help with caregiving?
- How will I pay for long-term care?
- Is early retirement an option for me?
- Will my money last?
- What is my dream for retirement?
- How will I leave a legacy?
- Where do I begin?