Services
Workshops & Webinars
Bring Practical Retirement Education to Your Audience
Available Presentations:
"Redefining What Retirement Looks Like" (45-60 minutes)
Our signature keynote that challenges traditional retirement myths and empowers women to plan on their terms.
"The PROS+ Method Workshop" (2-3 hours)
Interactive session where participants use our planning framework to assess their retirement readiness and create action steps.
"Making Sense of Your Benefits" (60-90 minutes)
Decode 401(k), 403(b), and pension plans in plain English—perfect for employee education events.
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
Retirement Tools for Individuals & Teams
Personal Use
Free Version: Basic retirement outlook assessment
Try PROS+ Free
Organizational Licensing
Provide PROS+ access to your employees, clients, or members with:
- Branded interface options
- Usage analytics and reporting
- Bulk access management
- Training materials for staff
Bulk Resource Orders
"Retire Not Expire" Book
- Individual copies: Available through standard retailers
- Bulk orders (10+ copies): Contact for group pricing
- Organizational editions: Custom covers and forewords available
Educational Materials
- Workshop handouts and planning sheets
- Customized retirement planning guides
- Branded educational content development
Custom Educational Partnerships
Work with us to develop retirement education programs tailored to your specific audience:
For Employers:
- Multi-session employee workshop series
- Manager training on retirement benefits communication
- Custom PROS+ implementations for your workforce
For Financial Professionals:
- Client education workshop materials
- PROS+ white-label licensing
- Continuing education content development
For Community Organizations:
- Grant-funded educational programming
- Sliding scale workshop pricing
- Volunteer presentation opportunities