Seminars

Join Us for an Educational Event

Our workshops are designed to help individuals and families navigate some of the most common financial challenges in retirement—such as planning for unexpected healthcare costs and creating reliable income streams to support the lifestyle you envision.

Attend one of our sessions and discover strategies that can help you feel more prepared and confident about your financial future.

Learn about important financial topics such as:

  • Determine the amount of money you need to retire
  • Understand how inflation can impact your retirement planning decisions
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning

New event information

In partnership with California State University – Fresno Campus – University Business Center

Thursdays, March 19 and 26
6:30 p.m. to 9:30 p.m.
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OR

Tuesdays, March 24 and 31
6:30 p.m. to 9:30 p.m.
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There are no upcoming events at this time, but check back soon!

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For more information on our 2026 seminar calendar,
please fill out the form below!

Financial Seminars and Workshops in Fresno, California

Do you have questions about your retirement? Mason Street Wealth Management is here to help!
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