Retirement Planning Workshops in Richmond

Our retirement planning workshops walk through federal benefits, income, and legacy planning in plain language, with no obligation to schedule a consultation afterward.

We hold retirement planning workshops in the Richmond area on a regular basis, roughly six sessions a month during active workshop seasons.


Every session is built as financial education, not a sales presentation.


Topics cover FERS, CSRS, TSP, Social Security, income planning, and legacy planning.



Attending a workshop carries no obligation to book a consultation.

Real Education, Not a Pitch

We built our workshop program because too many people avoid learning about retirement out of fear it will turn into a sales conversation. Ours don't. Each session is structured as a genuine financial education seminar, covering how federal and retirement benefits actually work, so you leave with real answers instead of a follow-up call you didn't ask for.

Older couple smiling in a bright kitchen, woman resting a hand on the man's shoulder as he holds a mug.
Two people smiling at a table, reading papers beside an open laptop and phone in a bright living room.
Woman in a blue blazer working on a laptop at a wooden desk by a bright window

Come With Questions, Leave With Answers

If you don't know enough yet to know what to ask a retirement planner, a workshop is the right place to start. Our sessions cover foundational topics that most retirement conversations assume you already understand, including FERS and CSRS basics, TSP rollover options, Social Security timing, and the basics of legacy and estate planning.


  • FERS and CSRS benefit fundamentals for federal employees
  • TSP planning and rollover strategy overviews
  • Social Security timing and claiming strategy basics
  • Income planning fundamentals for retirees and pre-retirees
  • Legacy and estate planning essentials

Learn First, Decide Later, on Your Own Terms

Workshops are open to anyone planning for retirement, whether you're a federal employee navigating FERS and TSP or planning independently as a retiree or pre-retiree. There's no cost to attend and no pressure to book anything afterward. If a session raises questions specific to your situation, a no-cost consultation is available any time you're ready.

Upcoming Workshop Sessions

Individual workshop dates, topics, and registration links are posted regularly. Check our blog for the current schedule and to register for an upcoming session.

Frequently Asked Questions

  • Are there any free retirement workshops near me in Richmond?

    Yes. PDR Planners holds free retirement planning workshops in the Richmond area on a regular basis. Current session dates and topics are posted on our blog.

  • When is the next retirement seminar in Richmond?

    Workshop schedules are updated regularly and posted as individual sessions on our blog, since topics and dates rotate throughout the season. Check there for the next available date near you.

  • Is there a federal retirement workshop in Virginia?

     Yes. Several of our sessions focus specifically on federal retirement topics, including FERS, CSRS, TSP, and Social Security for federal employees. These are open to federal employees regardless of where they're stationed.

  • Do I have to sign up for a consultation if I attend a workshop?

    No. Our workshops are structured as financial education, not a sales presentation, and attending carries no obligation. A no-cost consultation is available afterward only if and when you decide you want one.

  • What topics do the workshops cover?

    Sessions typically cover FERS and CSRS fundamentals, TSP planning and rollovers, Social Security timing, income planning, and legacy and estate planning basics. Specific topics vary by session and are listed individually on our blog.