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

8/12/2025 6:00pm

Sand Springs, OK

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

Come learn more at this public presentation, hosted by local retirement professional, Doug Bryan from Insight Wealth Planners. This educational workshop will cover tax‑efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.

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8/26 6:30pm

Chambersburg, PA

Estate Planning and Surviving Your Retirement

You and your spouse are cordially invited to an educational dinner event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation. In this jam-packed event, your presenters will show you strategies designed to preserve your capital, decrease your risk, maximize your income, and protect and grow your assets.

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8/20 & 8/21 2025

Liberty Township, OH

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 professional, Ben Harvey from Pathway Financial Planning. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.

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9/11/2025 4:00pm

Online

Women & Wealth: Bridging the Financial Gap to Empower Your Future

In this no-cost webinar, we’ll break down why retirement is different for women, discuss the wealth gap, talk about overcoming barriers. Walk away knowing that you can create a retirement plan that empowers you as you work towards a confident retirement.

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9/9/2025 12:00pm

Online

Women & Wealth: Bridging the Financial Gap to Empower Your Future

In this no-cost webinar, we’ll break down why retirement is different for women, discuss the wealth gap, talk about overcoming barriers. Walk away knowing that you can create a retirement plan that empowers you as you work towards a confident retirement.

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7/29/2025 6:00pm

Spring Park, MN

Getting the Most Out of Social Security

Learning how to avoid costly mistakes may be the best investment you can make.

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INSIGHTS