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Learn, Connect, and Plan for a Confident Retirement

At The Allan Agency, we believe retirement planning works best when you have the knowledge to make informed decisions. Our events give you the opportunity to learn about financial strategies, Medicare options, and holistic retirement planning — all in a relaxed, interactive setting.

Join us for workshops, seminars, and one-on-one sessions designed to help you connect the dots between your wealth, healthcare, and legacy. Whether you’re just starting to plan or looking to refine your strategy, our events are a chance to get answers, gain clarity, and take actionable steps toward a confident retirement.

Check out our calendar below to see upcoming events — and reserve your spot today.

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  • December 2025

  • Thu 4
    December 4, 2025 @ 3:00 pm - 3:30 pm

    Retirement Education Course

    Desert Foothills Library 38443 N School House Rd, AZ, United States

    A Free Educational Retirement Planning Class for Adults 50-70

  • January 2026

  • Sat 10
    January 10 @ 2:00 pm - 3:00 pm

    Retirement Education Course

    Mustang Library 10101 N 90th St, Scottsdale, AZ, United States

    A Free Educational Retirement Planning Class for Adults 50-70

  • Thu 15
    January 15 @ 2:00 pm - 3:00 pm

    Retirement Education Course

    Mustang Library 10101 N 90th St, Scottsdale, AZ, United States

    A Free Educational Retirement Planning Class for Adults 50-70

  • February 2026

  • Wed 4
    February 4 @ 6:00 pm - 7:00 pm

    Retirement Education Course

    Southeast Regional Library 775 N Greenfield Rd, Gilbert, AZ, United States

    A Free Educational Course for Adults – Ages 50 to 70. Hosted in The Twain Room.

  • Sat 7
    February 7 @ 11:00 am - 12:00 pm

    Retirement Education Course

    Southeast Regional Library 775 N Greenfield Rd, Gilbert, AZ, United States

    A Free Educational Course for Adults – Ages 50 to 70. Hosted in The Twain Room.

  • Wed 25
    February 25 @ 5:30 pm - 6:30 pm

    Retirement Education Course

    Peoria Public Library 8463 W Monroe St, Peoria, AZ, United States

    A Free Educational Course for Adults – Ages 50 to 70. Hosted in The Willow Room.

  • Thu 26
    February 26 @ 2:00 pm - 3:00 pm

    Retirement Education Course

    Peoria Public Library 8463 W Monroe St, Peoria, AZ, United States

    A Free Educational Course for Adults – Ages 50 to 70. Hosted in The Willow Room.

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2801 E Camelback Rd.
Ste. 200, Phoenix, AZ 85016
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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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