Events & Workshops

Retirement Classes & Events Offered

Federal Retirement Impact Workshops

Focused Financial Solutions has teamed up with ProFeds to provide federal employees in Colorado the opportunity to attend top quality education on their federal benefits.

ProFeds is a federal contractor that works with federal agencies to provide benefits and retirement training in accordance with OPM’s financial literacy objectives. ProFeds has been providing specialized, in-depth training on federal benefits to federal employees all over the country since 2008 and Coloradans now have the opportunity to learn from their highly sought expertise.

Maximizing Social Security

Social Security is one of the most valuable and least understood benefits available to retirees today. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so they may significantly and permanently impact their income and benefits for the rest of their lives. Advanced planning is essential as the decisions you make can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.


In this class, you will learn:

  • How to maximize Social Security benefits and how to minimize taxes on them
  • What to do if you have other income from employer pensions or deferred accounts
  • What the future of Social Security is and what it means to you
  • Strategies to consider before deciding to apply for benefits
  • How your current employment will affect benefits
  • When it makes sense to delay benefits and when it does not
  • How all of your assets fit together with Social Security to fund your quality of life in retirement
  • And much more!!!

ABC's of Retirement Planning / Your Dream Retirement

These classes were created to help those preparing for retirement and those who have already retired to be confident that they can answer the #1 question in retirement…”Will I outlive my money”?

What You Will Learn

  • How to manage the 5 most important Retirement Risk Factors
  • What financial planning concepts are true (maxims) and which are false (myths)
  • When to start social security and how to maximize your benefits
  • Modern day money risk management
  • How all of your retirement assets work together to create your personal retirement plan
  • Long term care today – where does it fit
  • And much more!!!

Taxes, Taxes, Taxes - Flip The Switch

Many people are fearful of how much they will have to pay in taxes in their retirement years and how much it will affect their quality of life in retirement and their legacy plan – and with good reason! Taxes, taxes, taxes on virtually everything.

What can be done to minimize taxation or even altogether eliminate taxation in retirement? How can I create a tax-free legacy plan? This course discusses our IRS code in action and presents tools and case studies to illustrate how to effectively reduce your taxes.