Because retirement planning is something that happens over such a long period of time, many people assume that it’s a process they can go through entirely on their own. While it’s true that certain elements of it can be managed adequately this way, there’s one big area where you’ll absolutely want to enlist the help of a professional:


You’re probably not an expert in investing and long-term personal finance… but you ARE an expert in living your own life. That itself may be one of the biggest benefits of retirement workshops – you get a chance to bring YOUR perspective and someone else’s together, all in the name of living as comfortably as possible all throughout your retirement years.

The Benefits of Investment Workshops: Breaking Things Down

From a certain perspective, investing with an eye towards retirement isn’t necessarily a recommendation – it’s a requirement. After all, you’re going to need money to live off of when you leave your job for the last time and simply putting a portion of your paycheck into a savings account won’t be enough to get the job done.

But at the same time, the rules of investing are in a constant state of flux – particularly in the wake of sweeping legislation like the Tax Cuts and Jobs Act that was first passed in 2017.

When the “rules” and “best practices” of proper investing are always changing, how can you be expected to keep up?

This, of course, is where investment workshops become your biggest ally.

When you attend an investment workshop in your area, you’ll be able to go on a deep dive into topics like:

  • Your savings requirements at your projected age of retirement.
  • Your medical history, and how it might account for the healthcare requirements you’ll have in your twilight years.
  • Which investment strategies line up with your own unique sense of risk aversion.
  • How to make sure that the amount of money you have on-hand actually lines up with the lifestyle you’d like to lead during this period.

Not only will you be able to finally make sense of the ever-changing world of investments, but you do so while ALSO considering the specifics of a decidedly unique situation: yours.

But more than anything, you’ll also get to enjoy the most important advantage of all: the peace-of-mind that only comes with knowing that your retirement needs are finally taken care of.

If you’d like to find out more information about the wide range of advantages that come with attending investment workshops, or if you’re just looking to learn more about events like this that are taking place in your area, please don’t delay – contact Fortified Retirement today.


Licensed Insurance Professional, provides general information about insurance and retirement-related products and services, these products and services may not be specific to a particular state. Information provided on this website, in seminars or through printed or other published materials are not intended as specific legal, accounting or investment advice to an individual’s particular situation. By providing your information to us, you agree that we may contact you regarding the potential sale of annuity and/or insurance products. Information provided by Licensed Insurance Professional does not necessarily represent that of the individual professionals presenting this information. All the information presented is believed to be accurate and is secured from reliable resources, however, no guarantee is made to the completeness or accuracy of the information presented. Any opinions expressed are those of the author and the material presented is for educational and informational purposes only and is not intended as legal, investment or tax-related advice.