Knowledge is peace of mind
For over two decades, Mana Financial has helped thousands of individuals and families make smarter financial decisions through free educational workshops — in person and online.
We believe that an informed retiree is a confident retiree. That's why education has always been at the heart of what we do. Whether you're preparing to retire or already enjoying your golden years, our workshops provide the clarity you need to make wise, confident decisions about your financial future.
Real education. Real clarity. No sales pitches.
Our workshops are designed to teach — not to sell. Every session is built around helping you understand complex retirement topics in simple, actionable terms.
Led by Tim Dern, RICP, and his team of fiduciary advisors, these events focus on practical strategies you can apply immediately, regardless of whether you choose to work with us afterward.
"We're not here to sell products. We're here to empower people with knowledge."
The topics we cover
- How to turn your retirement savings into reliable, lifelong income
- Ways to reduce taxes in retirement and preserve more of your wealth
- Strategies to protect your assets from market volatility
- The truth about Social Security and how to maximize your benefits
- Medicare insights and how to avoid common enrollment mistakes
- Estate planning basics to ensure your legacy lives on
- How to create peace of mind through a holistic, fiduciary approach
"Each workshop includes a live Q&A session, so you can ask personal questions and get clear, straightforward answers."
Because retirement doesn't come with a manual
Most retirees don't need another financial product — they need understanding. Our goal is to remove the confusion and give you clarity, confidence, and control over your financial future.
Whether you're five years away from retirement or already there, our educational events will help you make decisions you feel good about — for yourself, your spouse, and your family.
Attend a workshop in-person or online
Mana Financial hosts regular workshops throughout the Chicagoland area and across the country through live webinars. Each event is free to attend, with no obligation — just valuable information delivered by experienced fiduciary advisors who care about helping you succeed.
Trusted by thousands of retirees nationwide
I learned more in one evening with Tim than in ten years of meetings with other advisors.
Everything was explained in plain language — finally, someone who cares about teaching!
I left with clarity and confidence. It's refreshing to attend a workshop that's truly about education.
Join us and take the first step toward peace of mind
Your financial future deserves clarity, not confusion. Join us for an upcoming workshop and discover how the right education can change how you feel about retirement — for good.