Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.
We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
Maximize Your Social Security Benefits
At this workshop some of the topics you will learn are:
- The Best Time To Apply For Benefits
- Learn How You Can Raise Your Monthly Benefit More Than 75%
- How To Avoid Tax On Social Security
Upcoming Workshop Dates:
June 17th (Tuesday) at 6:30 p.m.-8:30 p.m.
June 19th (Thursday) at 6:30 p.m.-8:30 p.m.