Free Educational Events
Retirement Workshops
Join us for a free, no-obligation workshop and learn how to make smarter retirement decisions. No sales, no pressure — just clear, practical education.
Social Security Workshop
Your Social Security claiming decision can impact your retirement income by hundreds of thousands of dollars. This workshop walks you through everything you need to know to make a confident, informed decision.
Led by Keith Callahan, this workshop is designed for people approaching retirement or already in retirement who want to understand their Social Security options clearly — without confusing jargon or pressure.
What You'll Learn
- How Social Security benefits are calculated
- When to claim — and why timing matters
- Spousal and survivor benefit strategies
- How working in retirement affects your benefits
- Tax implications of Social Security income
- The most common mistakes people make
- How to coordinate Social Security with your other income
Workshop Details
Format
In-person community workshop
Location
Local libraries and community centers throughout Massachusetts
Duration
Approximately 60–90 minutes
Cost
Free — no obligation
Who Should Attend
Pre-retirees and retirees (ages 55+)
What to Bring
Just yourself — materials provided
Workshop dates coming soon. Email keith@secureretirementsolutions.org to be notified when the next session is announced.
Roth Conversion Workshop
Strategic Roth conversions can be a powerful way to reduce your lifetime tax burden and gain more control over your retirement income. This workshop explains when conversions make sense, how to evaluate them, and common pitfalls to avoid.
Whether you have a large IRA, are concerned about future tax rates, or simply want to understand what all the Roth conversion buzz is about, this workshop will give you the clarity you need.
What You'll Learn
- What a Roth conversion actually is and how it works
- When conversions make financial sense
- Tax bracket management strategies
- Multi-year conversion planning
- How conversions affect Medicare premiums (IRMAA)
- Coordinating conversions with Social Security
- Common mistakes to avoid
Workshop Details
Format
In-person community workshop
Location
Local libraries and community centers throughout Massachusetts
Duration
Approximately 60–90 minutes
Cost
Free — no obligation
Who Should Attend
Pre-retirees and retirees with IRA/401(k) savings
What to Bring
Just yourself — materials provided
Workshop dates coming soon. Email keith@secureretirementsolutions.org to be notified when the next session is announced.
What to Expect at Our Workshops
Our workshops are designed to be educational, practical, and comfortable. Here's what you can expect.
No Sales Pressure
Our workshops are purely educational. There's no hard sell, no pitch — just useful information you can take home and use.
Clear Language
We explain everything in plain English. If you have questions, we encourage them — that's what we're here for.
Actionable Takeaways
Every attendee leaves with a clearer picture of their options and practical next steps they can consider.
Ready to Learn More?
Our workshops are the first step in our process. Attend one, and if you'd like to explore your personal situation further, we'll be here.