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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Register12:00 PM – 1:00 PM
Four CFP® professionals. One conversation about financial planning, wealth management, and the decisions that shape your financial life. A financial plan is about more than investments—it’s about understanding how the different pieces of your financial life fit together and having a strategy for the decisions ahead. Join us for a live conversation with four CFP® […]
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
Savvy Social Security Planning
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