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The Learning Lab is an educational organization providing informational workshops with the latest information needed for informed financial decisions. We especially craft these lessons around issues impacting your retirement income.

No. We are not affiliated with the Social Security Administration or any other government entity.

Our Labs are conducted by qualified, licensed professionals in your community – from CPAs and attorneys to financial advisors. Each has been selected by The Learning Lab for their expertise and knowledge of financial topics crucial to retirement planning.

There is no charge to attend one of our events. Our classroom-style workshops along with any informational material, as well as personalized financial reports, are offered at each session complimentary.

There is no “selling” at our labs. However, our speakers may offer his or her financial services to attendees after the presentation. If you choose to make a private appointment with a speaker, they may generate a fee or commission on products and services that they provide to you. Keep in mind, your attendance at our labs in no way obligates you to engage with the speaker for any service.

No. There is no “selling” at our labs. Labs are structured like educational classes providing information about topics crucial to retirement planning. Our speakers may hand out their business cards or brochures outlining their services. However, there is no obligation for you to engage with any speaker after the lab.

Our educational organization is primarily funded by private and corporate entities, which includes speaker fees. Advertising on the website and social media also generates revenue for The Learning Lab.