Upcoming Events
Live workshops, open forums, and learning series from the RIA Advisors team — on the decisions that matter most: Social Security, Medicare, retirement income, and protecting what you’ve built.
On the calendar now.
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In Person EventRegister9:00 AM – 12:00 PM
Retirement isn’t a finish line. It’s a transition, and the years just before and after it can shape everything that follows. Join Danny Ratliff and Jon Penn of RIA Advisors for an educational workshop, with breakfast included, that walks through the key decisions pre-retirees face. Social Security & Medicare: Avoid costly, lifelong mistakes Taxes & […]
Three Ways We Teach
Candid Coffee
Open-forum conversations with Richard Rosso and Danny Ratliff on money, retirement, and financial protection. Bring your questions — nothing is off the table.
Lunch & Learn
Practical financial strategy sessions presented by Rosso and Ratliff — one focused topic, one lunch hour, and takeaways you can act on the same afternoon.
Dynamic Learning Series
Structured, one-hour virtual workshops on the big retirement decisions — Social Security, Medicare, and beyond. Live with Q&A, free to attend.
Past Event Recordings
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Candid Coffee
Ask Us Anything
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Candid Coffee
What You're Being Told About Annuities Is Wrong
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Candid Coffee
7-18-26 Candid Coffee – Naarrative Busters
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