Free Retirement Planning Workshop · Tucson Area

Make Your Money
Last as Long as
You Do.

A free, fact-based classroom workshop that gives you the confidence to stop worrying about market swings — and start enjoying retirement on your own terms.

90-minute session Multiple Tucson locations Completely free
Reserve Your Free Spot

Matthew De Luca

Retirement Income Specialist · 15+ Years

A Tucson-based financial educator who has helped hundreds of Southern Arizona families build retirement income strategies that survive every kind of market.

Licensed Advisor AZ Certified Fee Transparent
Education-first. No products sold in the room.
Real strategies, not generic advice
Bring your spouse — questions welcome
About This Workshop

The retirement class your broker never offered you

Most people retire with a portfolio built for accumulation — then discover the rules completely change once the paychecks stop. This classroom workshop is designed to change that. You'll leave with a clear-eyed understanding of what's actually happening in the markets, what your advisor may not be telling you, and how to build an income strategy that works regardless of market conditions. This isn't a sales pitch or a product presentation. It's a structured course — fact-based, plain-English, and built around the real questions people in or near retirement are asking.

"If you're wondering why the markets do what they do, seemingly without rhyme or reason — this course is for you."

Futurity First · Retirement Income Planning Workshop

YOUTUBE CHANNEL

Why You Should Attend This Workshop

Most people retire with a portfolio built for accumulation, only to discover the rules change once the paychecks stop. In this short video, learn how this workshop will give you a clear framework to evaluate your current plan and make decisions with confidence.

What We'll Answer

The questions you've been sitting with

These aren't hypothetical. They're the questions real people bring to this workshop — and leave having answered.

What's really working on Wall Street — and how do I avoid what isn't?

What does market volatility actually mean for my portfolio?

How do I maintain my income no matter what the market does?

How can I avoid the pitfalls of variable annuities?

What isn't my broker telling me about mutual funds?

How do I insulate my 401(k) or 403(b) from a major market correction?

How can I reduce the management fees quietly eating into my returns?

How do I make sure I never run out of money — without locking everything into an annuity?

What You'll Walk Away With

Three things you'll know before you leave the room

You'll come in with questions. You'll leave with a framework — something you can actually use to evaluate your current plan and make decisions with confidence.

Why the markets behave the way they do

Not predictions — understanding. Once you see the patterns and the forces at play, the daily noise stops feeling threatening and starts feeling navigable.

How to protect your income in any market

Specific strategies for creating stable, predictable retirement income that doesn't depend on the market having a good year — and doesn't require you to surrender control of your money.

Whether your current plan has hidden risks

You'll learn what questions to ask about your existing portfolio — the fees, the structure, the gaps — so you can go back to your advisor informed, not just hopeful.

WHAT TUCSONANS ARE SAYING

Real people, real results

Upcoming Dates

Choose a date near you

Morning and evening sessions available. Seating is limited — sessions typically fill 1–2 weeks out.

MAR 17

11:00 AM

Retirement: Tucson Office

4400 E Broadway, Suite 712 Tucson, AZ 85711

Reserve

MAR 17

6:00 PM

Retirement: Tucson Office

4400 E Broadway, Suite 712 Tucson, AZ 85711

Reserve

Where You'll Meet Us

A setting worth showing up for

Several of our workshops are hosted at El Conquistador — a resort that feels like a treat, not a chore. Come early, enjoy the surroundings. No folding chairs, no fluorescent lighting.

Secure Your Seat

Reserve your spot in under 60 seconds

Seating is limited. Just pick your date, leave your name and email, and you're confirmed.

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Prefer to register by phone? Call Marilyn at 5206689662

Futurity First