Wealth & Retirement Planning Workshops
Looking to learn more about one of our retirement planning services? Advantage Retirement offers informational workshops in the surrounding Springfield, Missouri, area around relevant and popular topics like Social Security, Investment Management, Retirement Tax Minimization Strategies and much more!
Attend One of Our Complimentary Retirement Income Planning Events!
You and a guest are invited to join us for a special event where you’ll have the chance to enjoy a delicious meal while learning about strategies that can help you develop a comprehensive plan to reach your retirement goals. Join us for one of our upcoming workshops where we'll cover important topics for those who are approaching retirement or recently retired such as:
- How new tax reform bills, inflation and market volatility may impact your retirement nest egg.
- How to replace your paycheck create retirement income that you and your spouse cannot outlive.
- Why today's current economic environment may be one of the most challenging to retire and what to do about it.
- Savvy Social Security strategies to make sure you maximize your income.
- Strategies to help protect your assets from rising taxes now regardless of the next tax policy.
- And more!
Dinner Event: Keeter Center
1 Opportunity Ave, Point Lookout, MO 65726
January 23, 2025: 6:00-7:30p.m.
March 20, 2025: 6:00-7:30p.m.
August 14, 2025: 6:00-7:30p.m.
October 16, 2025: 6:00-7:30p.m.
Dinner Event: Char
1620 E Republic Rd, Springfield, MO 65804
January 21, 2025: 6:00-7:30p.m.
March 18, 2025: 6:00-7:30p.m.
May 13, 2025: 6:00-7:30p.m.
August 12, 2025: 6:00-7:30p.m.
September 9, 2025: 6:00-7:30p.m.
October 7, 2025: 6:00-7:30p.m.
Dinner Event: Chateau
415 N St. Hwy 265, Branson, MO 65616
May 15, 2025
September 11, 2025
COFE Educational Events: Brentwood Library
2214 Brentwood Boulevard
Springfield, MO 65804
February 22, 2025
February 25, 2025
April 22, 2025
April 24, 2025
April 29, 2025
May 1, 2025
August 19, 2025
August 21, 2025
November 4, 2025
November 6, 2025
Can't make any of these dates? No problem! We have additional dates scheduled in the future. Call us at 417-893-7233 to reserve your spot.
Unable to attend one of our in-person events?
Call us to schedule a complimentary, one-on-one strategy session and we will review your current retirement plan and work with you to help create a custom strategy to fit your retirement needs.