Classes

Retirement Planning Today Class

The retirement landscape looks a lot different today than it did twenty years ago. This class is designed to align your retirement strategy with the reality of today's market. Depending on your financial situation, certain strategies could increase your retirement income or decrease it. We cover the pros and cons of various strategies and help you decide on one that fits your retirement and lifestyle goals.

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Social Security Strategy Class

Are you getting all you can out of Social Security? Maximize your Social Security benefits for retirement in our Social Security Strategy Class. There are strategies that can add thousands of dollars to some couple’s retirement income. During this workshop, you learn Social Security strategies that could increase your overall benefit amount.      

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Upcoming Classes

  • Harbor Highlands Community Center: June 28

    Social Security Seminar: Are you getting all you can out of Social Security? Maximize your Social Se...

    June 28 @ 6:00 pm - 8:00 pm at Harbor Highlands Community Center
  • Lakeville Heritage Center: June 28

    Social Security Seminar: Are you getting all you can out of Social Security? Maximize your Social Se...

    June 28 @ 6:00 pm - 8:00 pm at Lakeville Heritage Center
  • Harbor Highlands Community Center: June 29

    Social Security Seminar: Are you getting all you can out of Social Security? Maximize your Social Se...

    June 29 @ 6:00 pm - 8:00 pm at Harbor Highlands Community Center
  • Lakeville Heritage Center: June 29

    Social Security Seminar: Are you getting all you can out of Social Security? Maximize your Social Se...

    June 29 @ 6:00 pm - 8:00 pm at Lakeville Heritage Center
  • South Shore Community Center: July 18

    Social Security Seminar: Are you getting all you can out of Social Security? Maximize your Social Se...

    July 18 @ 6:00 pm - 8:00 pm at South Shore Community Center

Client Events

There are no upcoming events at this time.