Get face-to-face
financial support.

From classrooms to libraries, join us to become equipped with the tools and support you need to move toward your retirement goals with confidence.

In-Person Seminars & Online Webinars

9/9 & 9/10 2025 6:00pm

Orland Park, IL

Getting the Most From Social Security

Come and learn more at this complimentary group presentation, hosted by local retirement professionals!

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9/11/2025 6:30pm

Puyallup, WA

GETTING THE MOST FROM SOCIAL SECURITY TO RETIRE WITH CONFIDENCE

Come and learn more at this complimentary presentation, hosted by local retirement professionals, Mike Smolko and Erica Bearer from Tahoma Advisory Group. This educational workshop will cover retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.

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9/16 & 9/18 2025 6:00pm

Lee's Summit, MO

AN EDUCATIONAL EVENT ON SOCIAL SECURITY STRATEGIES AND TAX-EFFICIENT RETIREMENT PLANNING

Come and learn more at this complimentary group presentation, hosted by local retirement professionals, Nick Wages and Tyler Bannister from SRG Financial Advisors. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for making the most of your Social Security benefits.

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9/16 & 9/24 2025 6:00pm

Wyomissing, PA

RETIRE WITH CONFIDENCE: ATTEMPT TO MAXIMIZE YOUR SOCIAL SECURITY BENEFITS AND LEARN TAX-EFFICIENT RETIREMENT STRATEGIES.

Come and learn more at this complimentary group presentation, hosted by local retirement professionals, Steve Jablonski and Shannon LaRosse from WellSpring Financial. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.

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9/22/2025 6:00pm

Newburgh, IN

AN EDUCATIONAL EVENT ON SOCIAL SECURITY STRATEGIES AND TAX-EFFICIENT RETIREMENT PLANNING

Come and learn more at this complimentary group presentation, hosted by local retirement professional, Wayne Hentrup from Hentrup Financial Group. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.

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9/9/2025 6:00pm

Grand Haven, MI

When should I take Social Security?

Chris began his adventure as a financial advisor in 2005. Chris has a ”teacher’s heart,” which is now applied to communicating significant financial concepts to our clients.

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INSIGHTS