Learn With Us!

Throughout the year, we hold workshops and seminars, and participate in conferences and events in an effort to educate our clients and audiences. Bookmark this page and check out our Facebook page for the most up-to-date information on workshops and public speaking events. We hope you will join us!


Last chance to attend one of our 2023 Public School Retiree Workshops!

If you are an Arkansas School Employee, planning to retire in 2023, and missed our workshops earlier this year, you don’t want to miss these special, educational, retirement presentations!

*Important reminder: All paperwork must be completed by May 31st.

The workshops will be via ZOOM and will last approximately 90 minutes with Q&A.

Registration is required - REGISTER HERE!

Understanding ARTRS Retirement With or Without T-Drop  - Sunday, April 16th 2:15pm – 3:45pm

Are you retiring and have a T-Drop or are you retiring with 25-28 years in ARTRS? Do you need to pick “Straight”, “Option A”, “Option B” or “Option C”? No idea??? If so, you don’t want to miss this webinar! Sign up and get ready for a thorough explanation of your pension and T-Drop options as well as page-by-page retirement application instructions. You will also have an opportunity to ask questions and/or schedule a no-cost, no-obligation, one-on-one retirement consultation.  Let our 28 years of experience work for you!

Understanding ARBenefits and Insurances in Retirement - Sunday, April 23rd 2:15pm – 3:45pm

If you are like most retirees, you have a lot of questions about how insurance will work as both a non-Medicare and Medicare primary retiree.  You might also be wondering what options are available for your spouse or if you should go on your spouse’s creditable group coverage. 

Also, you can’t go into retirement and ignore your teeth and eyes!  As the endorsed insurance representatives for the Arkansas Retired Teachers Association (ARTA), we will show you the best dental and vision plan options available to public school retirees and you will learn about ARTA’s cancer plan that pays a “lump sum” upon diagnosis and has the easiest claim process known to us!

You can’t afford to miss this insurance webinar where we will explain how to keep (or have the option for) health insurance in retirement. We will give a thorough explanation of Premium, Classic, Basic and Medicare primary options as well as explain the benefits of a health savings account (HSA). And don’t worry, you will have chances to ask questions!

Registration is required - REGISTER HERE!

Join us for a workshop on the topic of your choice or schedule an appointment to discuss YOUR retirement!


2023 Lesson Plans for Retirement Workshops

Join us on ZOOM in the summer for a complimentary, educational workshop specifically for active Arkansas public school teachers and employees. Wear your shorts & flip-flops, sit out back on the patio, by the pool or in your home office, to hear a broad range of topics relative to your current situation and future retirement.

Registration will open in late spring 2023.


Individualized Workshops and Professional Development

If your school district or individual school would like to schedule a workshop, please let us know by sending an email to

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