Educational Workshops
Whether you are approaching retirement or already living it, these free workshops give you the knowledge to make confident decisions. No sales pitch, no pressure, just real information taught in plain English. Over 1,000 people have attended so far and every seat is always free.
Retirement By Design
Designing your retirement is not that different from designing a house. You start with a dream and build from there. This workshop teaches you the five critical strategies every retirement plan needs: designing for Risk, Social Security, Income, Taxes, and Healthcare. Whether you are still working, getting close to retirement, or already retired, a written strategy helps you think through the important questions, build a solid foundation, and make sure you are still on track no matter what the economy does.
Welcome to Medicare
Medicare does not have to be confusing. This educational workshop walks you through the basics of Medicare Parts A, B, C, and D in plain English. You will learn what Original Medicare covers, what it does not cover, and what your options are for filling the gaps. This is a no-pressure educational session. We do not discuss specific plan benefits or try to enroll anyone. We just make sure you leave with a clear understanding of your choices.
Life Insurance and Final Expense
This workshop breaks down life insurance in a way that actually makes sense. You will learn the difference between term life, whole life, and Indexed Universal Life (IUL), and how final expense coverage works to protect your family from unexpected end-of-life costs. Whether you are looking to protect a spouse, leave a legacy, or simply make sure your family is not left with a bill, this workshop gives you the full picture so you can make the right call for your situation.
🎓 All workshops are 100% free to attend 📞 Live Q&A with Max at every session 🛡 No sales pressure, ever
✓ Open to anyone approaching or already in retirement 📍 Held in person throughout Florida and available virtually