Experience the retirement you deserve. Join a free workshop in your area, led by experienced Retirement Planners. Discover common traps in retirement and learn valuable tips to secure your hard-earned money. Learn about common tax misconceptions and new rules that could affect your retirement. Discover strategies to protect more of your money for yourself and for the next generation. Explore upcoming events in your area on the calendar below. Your journey to a fulfilling retirement starts here.
This two-hour course offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single, upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. you will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.