Retirement Clarity Starts Here — The Olive Institute
Free in-person retirement education workshops for people approaching retirement in Campbell, California (Silicon Valley) and New Braunfels, Texas (San Antonio area). Topics include taxes in retirement, Social Security claiming, and estate planning.
The Olive Institute is the free educational arm of Authentikos Advisory. It runs in-person retirement planning workshops and online assessment tools for people approaching retirement in Campbell, California (Silicon Valley) and New Braunfels, Texas (San Antonio area).
Where are the workshops held?
Community venues such as the Campbell Community Center in Campbell, CA and the Westside Community Center and McKenna Events Center in New Braunfels, TX. Each listing shows the venue, address, date and time.
How do I register for a free retirement workshop?
Visit the Workshops page, choose a date and location, and register online. Admission is free and there is no obligation.
What topics do retirement planning workshops cover?
Taxes in retirement, Social Security maximization, and retirement planning essentials such as income, estate planning, and healthcare costs.
Who leads The Olive Institute workshops?
Authentikos Advisory financial advisors, including James Bergis (Lead Wealth Advisor) and Brie Mason (Authentikos Advisor).
When should I claim Social Security?
Discover your optimal claiming strategy and see how different scenarios affect your lifetime benefits.
Am I on track for retirement?
Take our 2-minute quiz to see how prepared you are for retirement and get personalized recommendations.