Retirement Planning Classes and Financial Workshops in Salem, OR

Learn about money in a friendly, no-sales classroom environment

Financial education is at the heart of ModeWealth’s mission, which is why we offer retirement planning classes in Salem, OR along with workshops on taxes, investing, and more. Our goal is to give you clear, unbiased information so you can make confident decisions—without pressure, jargon, or product pitches.

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Educational Classes & Workshops from ModeWealth

Learn, ask questions, and leave with practical next steps

Our classes and workshops are designed for real people, not finance majors—pre-retirees, retirees, busy professionals, and business owners who just want straight answers. You’ll find ModeWealth educators teaching at local colleges and community venues, as well as hosting select online sessions you can join from home. Each class is focused on education first: we cover topics like retirement income, Social Security, taxes, and estate basics in plain language, with plenty of time for Q&A. You’ll walk away with a better understanding of your options and concrete ideas to apply to your own situation.

Types of Classes and Workshops

Choose the format and topic that fit your questions

ModeWealth offers a mix of in-person and online educational events so you can engage in the way that works best for you. While specific dates and locations vary throughout the year, these are the kinds of sessions you can expect to see on our calendar.

Retirement Planning Courses

Our retirement courses are often held as multi-part evening classes at local colleges and community venues, covering Social Security, 401(k)/403(b) strategies, pension decisions, and building a retirement income plan. Attendees are encouraged to bring their own questions and leave with a clearer view of what retirement could look like for them.

Tax, Investment, and Estate Planning Workshops

These shorter workshops focus on topics like year-end tax strategies, small business tax tips, investing basics, and foundational estate planning concepts. Sessions are designed to be approachable and practical, helping you understand key ideas without overwhelming you with technical details.

Webinars and Online Events

For those who prefer to learn from home or live outside immediate Salem venues, ModeWealth periodically offers webinars and online classes. These sessions mirror our in-person content, with live chat or Q&A so you can still get your specific questions answered in a comfortable, low-pressure environment.

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