Retirement Planning Workshops
What Is A Retirement Planning Workshop?
A workshop series hosted by The Montgomery Group designed to help you prepare for retirement. Learn from CFP® professionals how you should be planning and what you can start doing to achieve financial independence during your retirement years. Find out how our team utilizes the MASTERPLAN approach to help you reach your goals.
Whether you are already retired, approaching retirement, or far from retirement, this workshop will have valuable lessons that apply directly to you.
When & Where?
Dates for our 2024 workshops will be announced soon!