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Seminars

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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

Session 1:
Retirement Planning Today: An Educational Course for Adults – Age 50 to 70
Thursdays, September 24th & Oct 1st
6:30 p.m. to 9:30 p.m.

California State University Fresno – Craig School of Business
5245 North Backer Avenue
Room PB192
Fresno, CA

RSVP: Here

OR

Session 2:
Retirement Planning Today: An Educational Course for Adults – Age 50 to 70
Wednesdays, September 30th & Oct 7th
6:30 p.m. to 9:30 p.m.

California State University Fresno – Craig School of Business
5245 North Backer Avenue
Room PB192
Fresno, CA

RSVP: Here

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For more information on our 2026 seminar calendar,
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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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