Retirement Fundamentals is a coalition of experienced retirement and estate planning professionals throughout the U.S. that are passionate about educating pre-retirees and current retirees.

This workshop will teach you how to create your own 21st Century Estate Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date estate education. Benefits Center was created because of that lack of proper financial education on all areas of retirement. 

There is no fee or charge to any of our workshops. We are set on serving communities and education for all.

Retirement Fundamentals workshops are delivered in a classroom style format in 1 hour or less.

Retirement Fundamentals does not promote or endorse any specific product or company, and no selling is allowed.

Retirement Fundamentals workshops are for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course. Our instructors are licensed and trained retirement and/or insurance professionals. These courses are held all around the country at universities, libraries, and community centers.