Petros Planning Events

We frequently offer a variety of workshops and seminars designed to keep you educated and informed about topics impacting your financial, physical and emotional well-being. When you attend an event, you’ll gain the knowledge you need to make smart decisions about your future. And we don’t just talk at you; instead, we encourage an open give-and-take between our advisors and guest presenters.

We usually fashion our events for people who are age 50 or older and starting to think about retirement. When you attend, you’ll learn about how your wealth and health are connected – and the best ways to ensure you’re healthy in all areas of your life.

What do we talk about at these events? Some of our topics include:

  • Financial Longevity – Ensure you don’t outlive your money and avoid becoming a burden to your kids.
  • Health Care and Long-Term Care – Who will care for you when you can’t care for yourself – and how will you pay for it?
  • Retirement Income – Maximize Social Security benefits, retirement accounts, and other savings to live the lifestyle you desire in retirement.
  • Physical Health – Discover the secrets of living a long, healthy life, well into your 80s and beyond.


Upcoming Events



Join us for our exciting women-only events!

Meet like-minded women and find out more about the specific challenges women face when planning for retirement.

Find An Event

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