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

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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7/29/2025 & 7/31/2025 6:00pm

San Antonio, TX

Getting the Most From Social Security

Helping those between the ages of 57-67 answer the question: “When should I take Social Security?”

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6/18/2025 12:00pm

Online

Social Security & Retirement Income: Find Greater Planning Confidence

Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market v...

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6/17/2025 6:00pm

Online

Social Security & Retirement Income: Find Greater Planning Confidence

Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market v...

Save my seat
6/17/2025 12:00pm

Online

Social Security & Retirement Income: Find Greater Planning Confidence

Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market v...

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4/29 & 5/1

West Chester Township, OH

An Educational Event on Social Security Strategies and Tax-Efficient Retirement Planning.

Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customiz...

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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 Secur...

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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 Secur...

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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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