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
March 12, 2026
March 17, 2026
May 14, 2026
May 19, 2026
October 13, 2026
Dinner Event: Char
1620 E Republic Rd, Springfield, MO 65804
January 15, 2026
January 20, 2026
April 16, 2026
April 21, 2026
September 15, 2026
September 17, 2026
Dinner Event: Chateau
415 N St. Hwy 265, Branson, MO 65616
August 6, 2026
August 13, 2026
October 8, 2026
COFE Educational Events: The Library Center
4653 S Campbell Ave
Springfield, MO 65810
November 4, 2025
November 6, 2025
February 19, 2026
February 21, 2026
June 6, 2026
June 8, 2026
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.