Demystify the steps you need to take to move towards your retirement goals.

Join a licensed financial professional for a live event.

In-Person Seminars

March 12th

Hilltop Needmore Town Park Community Center 4525 Hilltop Needmore Rd Fuquay-Varina, NC 27526

CONFUSED BY SOCIAL SECURITY AND MEDICARE? YOU ARE NOT ALONE

TIPS FOR MAKING THE BEST DECISIONS FOR YOUR SITUATION REGARDING SOCIAL SECURITY AND MEDICARE

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March 10th & March 12th

Pearl Tavern 1672 NW Chipman Rd Lee's Summit, MO 64081 6:00 PM

AN EDUCATIONAL EVENT ON TAX-SAVVY RETIREMENT PLANNING

As you approach your work-optional stage of life, navigating the tax code can feel overwhelming. But it doesn't have to be! This tax season, come and learn how you can take control of your future tax bills 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 retirement assets.

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March 5th & March 7th

2631 Eagle-Lambert Rd Chewelah, WA 99109

Retirement Income Planning & Social Security Basics

These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered. One of the most important decisions you will make before you retire is when and how to claim Social Security benefits.

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