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Events

We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes, social security, and we regularly host established financial figures from around the country.

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list

Attend one of our events to learn how addressing these financial concerns can help you feel more confident about the days ahead and your retirement goals. To attend, find the day that best fits your schedule on the calendar below and register for that night.

 

Upcoming Events

August 27, 2020

5:30p - 7:00p

Piccirilli Ristorante

Register

Social Security Changes & Benefits Workshop

We'll Discuss: - Creative strategy and timing methods to get the most of your benefits. - Learn how Social Security income works even if you continue working after claiming. - Find out how much you give up if you chose to take benefits early - How waiting to claim your benefits may or may not be your best move - Identify additional spousal benefit opportunities (even if you've been divorced)

September 3, 2020

5:30p - 7:00p

Piccirilli Ristorante

Register

Social Security Changes & Benefits Workshop

We'll Discuss: - Creative strategy and timing methods to get the most of your benefits. - Learn how Social Security income works even if you continue working after claiming. - Find out how much you give up if you chose to take benefits early - How waiting to claim your benefits may or may not be your best move - Identify additional spousal benefit opportunities (even if you've been divorced)

Event Registration


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