Key facts
- It has raised $250K across 1 recorded rounds; the latest was Seed Round ($250K) in Mar 2026.
- My Retirement Workshops has filed 1 Form D with the SEC, most recently Mar 2026 ($250K sold to 1 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for My Retirement Workshops
Funding rounds
1 roundsAbout My Retirement Workshops
Provider of turnkey educational workshop systems designed for financial advisors to foster community trust and practice growth through objective retirement education. The company offers a fully managed education-first event marketing platform featuring exclusive territories and a domestic attendee engagement team, enabling clients to demonstrate expertise and build client relationships in a zero-pressure, classroom environment.
- Sector
- Consumer Products and Services (B2C)
- HQ
- Alpharetta, GA, United States
- Founded
- 2024
- Website
- myretirementworkshops.com/
- Ownership
- Privately Held (backing)
My Retirement Workshops doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in My Retirement Workshops shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on My Retirement Workshops in its N-PORT filings yet. We sweep new filings monthly.