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The Complete Social Security Planning Workshop

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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.
Running in select locations for a limited time only – March 27th thru April 6th.

 

the complete social security planning workshop

 

Available Locations & Dates

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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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