We are excited to be partnering with and co-hosting these free webinars & masterclasses alongside one of the most respected voices in the entire retirement industry, Tom Hegna.

Tom Hegna is a best-selling author, renowned industry speaker, economist and world-class coach. He explains solutions to retirement using easy-to-understand words, ideas, and stories. With over 30 years of experience in the financial services industry, Tom’s financial advice has helped countless people build for a happier & optimized financial future and retirement.

Multiple dates to choose from on the registration forms



Don't Worry, Retire Happy: Seven Steps to Retirement Security

Don’t Worry, Retire Happy! Seven Steps to Retirement Security is your guide to straightforward retirement planning. Tom Hegna will simplify your retirement journey with his 7 Steps to Retirement Security.

Learn how to make a trouble-free plan for retirement with a solid foundation to build on for the future. Avoid living a just-in-case retirement and enjoy the fruits of your labor!

Whether you are a late starter with your retirement planning or you have a significant savings, this webinar outlines how to make the most of your savings with the smallest amount of risk.

Today, retirement is very different from that of our parents and grandparents. Learn the facts, risks and problems facing retirees today and the solutions to these retirement planning problems, to help you secure your retirement & “Retire Happy"

Paychecks and Playchecks: Retirement Solutions for Life

If you ask 50 different financial advisors how to plan for a secure retirement, you will get 50 different opinions. Their opinions are likely to be sub-optimal. "Paychecks and Playchecks: Retirement Solutions for Life" is a guide for retirement that is built for all markets, including uncertain markets like the one we are in today. The strategies in this presentation are based on a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live. You will learn how to retire with enough guaranteed lifetime income to cover your basic expenses and how to optimize the rest of your portfolio to make sure you receive your "playchecks" , have a low stress retirement and retire happy.

Who Wants to be a Millionaire?

In his Financial Wellness presentation, Tom shares simple concepts that can help anyone become financially independent. Not only can people become wealthy using these tips, research shows they will also likely be much happier and even live longer! Most people think you have to make a lot of money to become wealthy, Tom shows how it is NOT how much you make that counts, it's how much you keep and what you do with it. Techniques that can allow nearly everyone to become financially successful. Tom shows how poor planning, procrastination, debt and a failure to understand the Opportunity Costs of purchases doom many people to a life of financial stress and unhappiness. This is why we have created this free webinar. This is a presentation you don't want to miss!