Free Educational Events
Workshops & Webinars
Learn strategies for investing, retirement income, Social Security, Medicare, and more through engaging presentations and small group discussions. Our classroom-style sessions and webinars offer a comfortable setting to ask questions, share experiences, and get practical guidance tailored to your needs.
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Educational & Practical
Real-world strategies you can apply immediately — no sales pitch, just useful information.
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Ask Questions Freely
Small group settings designed so you feel comfortable asking what's really on your mind.
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In-Person & Online
Attend at our Willoughby Hills office or join from home via webinar — your choice.
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Always Free
All Otium workshops and webinars are complimentary — no cost, no obligation to enroll.
Medicare Workshops: What You Need to Know
Money God's Way: Building Wealth with Purpose
Social Security Workshops
Live Webinars: Enjoy From the Comfort of Your Home
Can't Make It to a Workshop?
Schedule a one-on-one conversation with one of our advisors. We're happy to cover any of these topics personally — at a time that works for you.
Schedule a Call with an Advisor