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 & Webinars

4/15

Largo, FL

An Educational Event on Reducing Taxes and Maximizing Social Security

With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation hosted by local retirement professional Willie Schuette from The 611 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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4/23 & 4/29

‍Wyomissing, PA

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

With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement professionals, Jeff Bush, 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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10/4 & 10/9

Raleigh, NC

CONFUSED BY SOCIAL SECURITY AND MEDICARE? YOU ARE NOT ALONE

Avoid costly mistakes with your medicare & Maximize your social security

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INSIGHTS