Events

At Seaman Retirement planning, we hold informational seminars and other events that feature information on retirement planning and investment management. 

If you don't see a date or location that works for you, please call us and we can schedule a complimentary one-on-one consultation with a Seaman Retirement Planning advisor.

We'll be happy to sit with you and discuss your own personal financial situation.


PLEASE NOTE: 


Due to overwhelming demand for these events and limited seating, we ask our prospective attendees and their guests consider the following guidelines before submitting a request:

These events are designed for individuals ages 50 and above who are looking to obtain financial information and/or advice.

If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

Our policy is to give preferential seating to first time attendees.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 2, 2023

6:00p - 7:00p

Seaman Retirement Planning Office

WORKSHOP: Estate Planning & Wealth Transfer

Having a well-defined strategy is important to navigating markets; having the right legal documents and plan is equally as important in order to assure a successful retirement. Don't procrastinate the planning that can ensure your family's long-term financial wellness.

April 18, 2023

6:00p - 7:00p

Gateway Event & Conference Center

WORKSHOP: Estate Planning & Wealth Transfer

Having a well-defined strategy is important to navigating markets; having the right legal documents and plan is equally as important in order to assure a successful retirement. Don't procrastinate the planning that can ensure your family's long-term financial wellness.

October 4, 2022

5:30p - 6:00p

Online Event - Link Will Be Emailed To You

ONLINE WORKSHOP: Estate Planning & Wealth Transfer Webinar

Having a well-defined strategy is important to navigating markets; having the right legal documents and plan is equally as important in order to assure a successful retirement. Don't procrastinate the planning that can ensure your family's long-term financial wellness.

September 20, 2022

6:00p - 8:00p

La Pizzaria

June 14, 2022

6:30p - 7:30p

This is an online webinar so the event location will be in the comfort of your own home. Have the popcorn ready!

Long-Term Care Webinar: The Great Income Gap

When your income needs suddenly skyrocket due to long-term needs...where do you get the income to fill the gap? When planning for the future, older adults should take time to understand their risk of experiencing a serious cognitive disorder or physical disability, and how these conditions could impact their finances. Join Seaman Retirement Planning and LTC Specialist Alecia Barnette as they discuss the importance of Long-Term Care and how it could potentially fit into your retirement planning strategy.

May 4, 2022

6:30p - 7:30p

Stark Library - Jackson Community Branch

March 10, 2022

6:00p - 7:30p

Gateway Event & Conference Center (Near MAPS Museum)

WORKSHOP: Estate Planning & Wealth Transfer

Having a well-defined strategy is important to navigating markets; having the right legal documents and plan is equally as important in order to assure a successful retirement. Don't procrastinate the planning that can ensure your family's long-term financial wellness.

Event Registration


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