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Events

Upcoming Events

June 16, 2021

6:30p - 8:30p

https://us02web.zoom.us/j/85878670010?pwd=VVcyMGtQQUNiNHYwaTgvT29pRlBCUT09

Register

Social Security and Retirement Income Planning (copy)

You are invited to one of our June Webinars on "Social Security and Retirement Income Planning." We'll answer questions on what you need to know to MAXIMIZE your retirement income benefits; 5 factors to consider for deciding when to start taking benefits, innovative strategies for coordinating benefits with your spouse, how to coordinate benefits with other sources of income, how to minimize taxes on your benefits and Special rules on benefits for widows and divorced spouses.

June 24, 2021

6:30p - 8:30p

https://us02web.zoom.us/j/89912605496?pwd=SnpWTnVNVzdGZ1VFWkVwc0dZWXJRdz09

Register

Social Security and Retirement Income Planning (copy)

You are invited to one of our June Webinars on "Social Security and Retirement Income Planning." We'll answer questions on what you need to know to MAXIMIZE your retirement income benefits; 5 factors to consider for deciding when to start taking benefits, innovative strategies for coordinating benefits with your spouse, how to coordinate benefits with other sources of income, how to minimize taxes on your benefits and Special rules on benefits for widows and divorced spouses.

Past Events

June 8, 2021

10:00a - 12:00p

https://us02web.zoom.us/j/84628158429?pwd=S21CNFZMUGZpVFViTnowVTQ0d01Idz09

Social Security and Retirement Income Planning

You are invited to one of our June Webinars on "Social Security and Retirement Income Planning." We'll answer questions on what you need to know to MAXIMIZE your retirement income benefits; 5 factors to consider for deciding when to start taking benefits, innovative strategies for coordinating benefits with your spouse, how to coordinate benefits with other sources of income, how to minimize taxes on your benefits and Special rules on benefits for widows and divorced spouses.

December 22, 2020

6:30p - 7:15p

MS Teams Webinar

Maximizing Social Security (copy) (copy)

Please join us for one of our last Webinars of 2020 on "Getting the Most Out of Social Security." We'll answer some of your most pressing questions on ways to maximize your social security income. Feel free to invite others who may be considering starting their social security or those looking to retire in the not to distant future.

December 21, 2020

6:30p - 7:15p

MS Teams Webinar

Maximizing Social Security (copy)

Please join us for one of our last Webinars of 2020 on "Getting the Most Out of Social Security." We'll answer some of your most pressing questions on ways to maximize your social security income. Feel free to invite others who may be considering starting their social security or those looking to retire in the not to distant future.

December 2, 2020

7:00p - 7:45p

MS Teams Webinar

Maximizing Social Security

Please join us for one of our last Webinars of 2020 on "Getting the Most Out of Social Security." We'll answer some of your most pressing questions on ways to maximize your social security income. Feel free to invite others who may be considering starting their social security or those looking to retire in the not to distant future

September 24, 2020

7:00p - 7:45p

MS Teams Webinar

Financial Wellness Webinars - Social Security Maximization (copy)

Social Security Explained. Learn: Who is eligible, How to coordinate benefits with your spouse, How to increase benefits and avoid reductions, special rules for divorced spouses and widows, and more.

September 22, 2020

1:00p - 1:45p

MS Teams Webinar

Financial Wellness Webinars - Social Security Maximization

Social Security Explained. Learn: Who is eligible, How to coordinate benefits with your spouse, How to increase benefits and avoid reductions, special rules for divorced spouses and widows, and more.

August 20, 2020

7:00p - 7:45p

MS Teams Webinar

Women in Retirement (copy)

Retirement can be challenging for everyone. However, women are faced with additional hurdles as they're expected to do more with less even in retirement.

August 13, 2020

7:00p - 8:00p

MS Teams Webinar

401K Possible Money Traps and How to Avoid Them

Know your 401K Money Options.

August 11, 2020

7:00p - 8:00p

MS Teams Webinar

7 Financial Risks for Women in Retirement

7 Financial Risks for Women in Retirement and How to Combat them.

August 5, 2020

3:00p - 4:00p

MS Teams Webinar

401K Possible Money Traps and How to Avoid Them

These informational Webinars are designed to help you make informed and educated decisions whether making a job change transition or preparing for retirement.

Event Registration