Seminar FAQ’S

Leverage is an educational organization providing educational seminars that provide the latest information you need to make informed decisions about a range of financial topics that can affect your retirement income.

No. Our educational organization is not affiliated with the Social Security Administration or any other governmental entity.

Our seminars are conducted by qualified, licensed professionals in your community – from CPAs and attorneys to financial advisors.

Our speakers are leaders in their field – from CPAs and attorneys to financial advisors. Each has been selected by Leverage for their expertise and knowledge of financial topics crucial to retirement planning.

There is no charge for our classroom-style educational seminars or for any of the informational material and personalized reports we offer at each session.

There is no “selling” at our seminars. However, our speakers may offer his or her services to attendees. If you choose to make a private appointment with a speaker, they may generate a fee or commission on products and services they provide to you. Keep in mind, your attendance at our seminars in no way obligates you to engage with the speaker for any service.

No. There is no “selling” at our seminars. Seminars are structured like educational classes providing information about topics crucial to retirement planning. Our speakers may hand out their business cards or brochures outlining their services. However, there is no obligation for you to engage with any speaker after the seminar.

Our educational organization is primarily funded by private and corporate entities; this also includes speaker fees. Advertising on the website and social media will also generate revenue for Leverage.