Universal Retirement prides itself in educating clients and professionals about retirement planning. Education is crucial when it comes to financial instruments and long term planning.

Since so many people ask similar questions about retirement options, we started holding workshops as an informal way to help provide answers to many questions. The three most popular workshops we hold are:

We look forward to seeing you at our next workshop. These workshops are interactive so bring your laptop, notepad, and lots of questions.

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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group

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