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

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.

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.

Past Events

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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