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The Retirement Project Workshops & Presentations
Books & Guides
Workshops & Presentations
Retirement Wellness Programs
Upcoming Seminars
Retirement Income Workshop:
Sat. Feb 11, 10:30 am – 1200, 1-800-889-7401
809 Washington Street, the old train depot, LaPorte
Conservative income investors have long known the benefits of dividend paying companies. This workshop will teach you how to create consistent monthly income by owning those companies which have raised their dividends year after year. The key? Selecting the right companies, at the right time, which pay dividends in the right months. Attendees will also learn how sell (not buy) strategies make or break investing profits. Facilitated by: Drummond Osborn, CFP®
Do-It-Yourself Retirement Planning:
TBD, 1-800-889-7401
809 Washington Street, the old train depot, LaPorte
If creating your plan for retirement is always on tomorrow’s To Do List, join us tonight. You’ll learn: answers to the 10 Most Common Retirement Planning questions, how to select investments like a pro and create a cash flow plan for every day of retirement. Seating is limited. Facilitated by: Drummond Osborn, CFP®
Fixed Income Investing:
Ann Arbor P& R: Tues.TBD (734) 994-2300
Brighton Comm Ed: TBD (810) 229-4130
Don't invest in another CD, bond, bond fund, or annuity untill you attend this class. Not all "Safe & Guaranteed" investments are built the same. What you need to know, ask, and do before investing in any of these products. Learn the best strategies and techniques for conservative investors living on a fixed income.
Do-It-Yourself Retirement Planning:
Brighton Community Ed: TBD (810) 229-4130
If creating your plan for retirement is always on tomorrow’s To Do List, join us tonight. You’ll learn: answers to the 10 Most Common Retirement Planning questions, how to select investments like a pro and create a cash flow plan for every day of retirement. Seating is limited.
Intentional Investing
Ann Arbor P & R: TBD(734) 994-2300
What do your investments say about you? Simple, straight forward tools, resources, and strategies for including your personal, social, and religious beliefs into your investments. Learn how to screen investments for environmental and human right issues; alcohol, tobacco, and gambling; animal testing, community investments and more. Become an Intentional Investor! Presented by Robert Laura and the RetirementProject.org.
For too long individual investors have been handicapped in the retirement planning process. Our goal is to level the playing field and help consumers design and live a more meaningful and purpose driven retirement.
To sign up for a workshop or presentation, please fill-out our contact form or call 888-267-1138 (Michigan) or 800-889-7401(Indiana).
The Retirement Project is an educational initiative created by Drummond Osborn, CFP® and Robert S. Laura, co-founders of OSBORN Wealth Management/SYNERGO Financial Group. OSBORN Wealth Management/SYNERGOS Financial Group is a Registered Investment Advisor registered in the states of Indiana and Michigan, and is not affiliated with any bank or broker/dealer. This website and its educational initiatives are for informational purposes only and do not constitute an offer to sell or solicitation to buy any securities mentioned herewithin.