SEMINARS

Social Security & Retirement Income Planning

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of income! Understanding how and when to file can make a significant difference in your lifetime benefits.

Join us for FREE educational workshops to discover how to integrate Social Security into a broader retirement income plan, so you can maximize your benefits, minimize your tax burden, and create a more sustainable financial future!

Wayne and Will regularly host retirement education workshops throughout the community. Our goal is to provide you general guidance on how to address the issues facing your retirement. Working with hundreds of clients, we've seen common themes that many folks are concerned about, and our workshop is designed to address these issues and provide a path for solutions. If you are in or near retirement (age 50+), we invite you to come join us for a casual, low-pressure, informational evening with dinner provided. It's a great way for us to get to know you, and you to know us, without obligation. We love meeting every member of our community who attends!

Interested in attending an upcoming workshop? Please contact us today to reserve a spot!