The Complete Social Security Planning Workshop
Get the facts, figures, and strategies to become Social Security ready.
Our complete Social Security workshop delivers everything you need to consider today as you determine how Social Security fits into your overall financial plan.
Our most popular workshop delivers a comprehensive approach to planning that covers everything you need to know to maximize your benefits and make the most informed planning decisions for tomorrow, including:
- Social Security considerations and tactics to plan the best time to begin claiming your benefits.
- Understanding how Social Security is taxed.
- What potential changes could affect the program and your benefits.
- Key planning strategies to help maximize your retirement income.
Available Locations & Dates
Sacramento Workshops
Wednesday, March 27th
6:30 p.m. PT
Roseville, CA
Union Brick by Wedgewood Weddings
240 Conference Center Drive Roseville, CA 95678
Saturday, March 30th
11 a.m. PT
Rancho Cordova, CA
Sacramento Marriott Rancho Cordova
11211 Point East Drive Rancho Cordova, CA 95742
Bay Area Workshops
Thursday, April 4th
6:30 p.m. PT
Campbell, CA
Courtyard by Marriott San Jose Campbell
655 Creekside Way Campbell, CA 95008
Saturday, April 6th
11 a.m. PT
Walnut Creek, CA
Embassy Suites by Hilton Walnut Creek
1345 Treat Boulevard, Walnut Creek, CA 94597
Cincinnati Workshops
Thursday, April 4th
6:30 p.m. EST
West Chester, OH
Cincinnati Marriott North
6189 Muhlhauser Road West Chester Township, OH 45069
Saturday, April 6th
11 a.m. EST
Blue Ash, OH
Gatherings of Blue Ash
10627 Techwood Circle Blue Ash, OH 45242
Denver Workshops
Saturday, April 6th
11 a.m. MT
Highlands Ranch, CO
Hilton Garden Inn Denver/Highlands Ranch
1050 Plaza Drive Highlands Ranch, CO 80126
Tuesday, September 19th | 12 p.m. PT (3 p.m. ET) | REGISTER NOW
Thursday, September 21st | 12 p.m. PT (3 p.m. ET) | REGISTER NOW
Saturday, September 23rd | 10 a.m. PT (1 p.m. ET) | REGISTER NOW
5 Steps to Unlocking Social Security Virtual Workshop - Register Today
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