Free Retirement Workshops

Serving South Orange County and surrounding communities

Learn What You Need To Know Before You Retire

Retirement decisions are some of the biggest financial decisions you will ever make. These free workshops are designed to give you the knowledge and clarity to make them with confidence. Each session covers one topic in depth so you walk away with real, actionable information you can use.

East Anaheim Community Center in Anaheim California, venue for Your Financial Genie retirement planning workshop

The Retirement Tax Trap: How to Protect Your Income Before It's Too Late

June 10 or June 11, 2026
6:00 pm – 7:00 pm

📍East Anaheim Community Center - Oak Room
8201 E. Santa Ana Canyon Rd, Anaheim, CA 92808

Most retirees are surprised to find out how much of their retirement income goes straight to taxes. The good news is there are proven strategies that can help you keep more of what you saved. This free workshop walks you through what those options are and how to put them to work before you retire.

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Upcoming Events

Orange Public Library in Orange California, venue for Your Financial Genie retirement planning workshop

The Retirement Tax Trap: How to Protect Your Income Before It's Too Late

July 14 or July 15, 2026
6:00 pm – 7:00 pm

📍 Orange Public Library
407 E Chapman Ave, Orange, CA 92866

Registration for this event is not yet open. Add your name to the list and we will notify you as soon as seats become available.

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Norman P. Murray Community Center in Mission Viejo California, venue for Your Financial Genie retirement planning workshop

The Retirement Tax Trap: How to Protect Your Income Before It's Too Late

August 5 or August 6, 2026
6:00 pm – 7:00 pm

📍 Norman P. Murray Community and Senior Center
24932 Veterans Way, Mission Viejo, CA 92692

Registration for this event is not yet open. Add your name to the list and we will notify you as soon as seats become available.

Notify Me When Registration Opens