Retirement Workshops for Organizations
Your employees are worry about retirement. We can help.
HR teams book our workshops because they're tired of seeing talented women leave money on the table or delay retirement unnecessarily. Our sessions turn confusion into confidence.
Bring Practical Retirement Education to Your Audience
Available Presentations:
"Redefining What Retirement Looks Like" (45-60 minutes)
Perfect for organizations wanting to retain experienced female talent who think they can't afford to retire.
"The PROS+ Method Workshop" (2-3 hours)
Participants leave with a personalized action plan, not just theory
"Making Sense of Your Benefits" (60-90 minutes)
Finally understand what your benefits actually mean for your future—no jargon, no confusion.
Ideal For:
- Women's conferences and professional associations
- Corporate employee education programs
- Benefits fairs and community events
- Virtual presentations and webinar series
What's Included:
✅ Customized content for your audience
✅ Interactive elements and Q&A
✅ Take-home resources for participants
✅ Virtual or in-person delivery options
Most retirement calculators assume you'll work until 65 with steady raises. PROS+ is built for real life.
Personal Use
- See your retirement timeline with actual numbers
- Test different scenarios (part-time work, career breaks, early retirement)
- No login required, no spam, just answers
Organizational Licensing
- Branded interface → Your logo, your brand, building trust with your audience
- Usage analytics → See what your employees actually worry about
- Training materials → Your HR team can run this without you
Resources That Actually Help Your Employees
Retire Not Expire - The Book Your Employees Actually Need
- Finally, retirement guidance that doesn't assume everyone has a trust fund
- Bulk pricing for employee gifts or resource libraries
- Custom editions with your organization's foreword
Educational materials include:
- Career Gap Calculator worksheets"
- "Benefits Decoder cheat sheets"
- "What to Ask HR guides
Partnership Solutions That Actually Work
Your audience trusts you, but they're drowning in generic retirement advice that doesn't fit their lives. Let's give them education that actually helps.
For Employers
Your employees are worried about retirement—and it's affecting their work.
We create custom programs that turn anxiety into action:
- Multi-session workshop series that build confidence, not confusion
- Manager training to help them answer the retirement questions HR can't
- Custom PROS+ implementations that give your workforce real numbers, not wishful thinking
For Financial Professionals
Build trust before you ever mention a product.
Position yourself as an educator, not just another advisor:
- Client education workshop materials you can deliver immediately
- PROS+ white-label licensing to differentiate your practice
- Continuing education content that clients actually want to attend
Perfect for fee-only advisors and professionals who believe education comes before sales.
For Community Organizations
Everyone deserves quality retirement education, regardless of budget.
We work with your reality:
- Grant-funded educational programming to serve your community
- Sliding-scale workshop pricing based on your organization's capacity
- Volunteer presentation opportunities for underserved populations
We've delivered free and low-cost workshops to libraries, community centers, and nonprofits across the country.