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Hosted by CPA Personal Financial Specialist, Joe Arsenault and Jake Ulrich.

Next Location and date TBD


First Guest *
First Guest
Second Guest
Second Guest
Address *
Current Age *
*Select most senior age attending
Are you currently retired or preparing for retirement? *
What topics are you most interested in? *
*Check all that apply
Do you have one or more retirement accounts? *
*Examples include but are not limited to Traditional IRA, ROTH IRA, 401(k), SEP IRA, 403(b)
What is the estimated value of your retirement accounts in total? *
*This question helps determine the suitability of the workshop content for attendees. Please provide your best guess.

This is not a product or sales seminar. These are workshops hosted by a CPA Personal Financial Specialist who specializes in retirement planning and acts in a fiduciary capacity. 

Does the date and time not work?

Have us add you to our future workshop attendee list and we will contact you when a we schedule our next retirement workshop.