top of page

Financial Education

We believe so much that education plays a big part in your financial future that we hold regular workshops to help you learn and understand more about your retirement and financial situation. When you become more knowledgeable in the planning process, you’ll be able to make better decisions.
Whether you are nearing or in retirement, you can benefit by being involved in the different facets of the planning process. We talk about a few different financial topics, but our most popular is our Social Security workshop, an important component of your retirement planning. The more you learn, the more you gain.

Audience and Lecturer

Social Security Workshop

Meeting with numerous clients, we’ve found that some aren’t well-versed in Social Security and they are unsure how to get the most out of their retirement benefits.

Take a look at these statistics from a study by United Income:

  • 96% of retirees choose the wrong year to claim Social Security, which means only 4% make the right decision!

  • 21% of those not affording retirement would improve their chances if they claim Social Security at the right time.

As you can see, many retirees aren’t making financially optimal decisions, and those mistakes are high. Our Social Security workshops educate you on your choices and the impacts in determining when you elect to take your benefits. This workshop answers your questions and much more, including:

  • Understanding the various aspects of your Social Security coverage.

  • What is the appropriate age to start drawing your benefits?

  • What happens if you take your benefits too early, and what are some benefits of delaying?

  • How do you incorporate your Social Security benefits with other income?

  • Are your benefits subject to taxes?

  • Once retired, how long does it take to start receiving your Social Security benefits?

  • What are the strategies for coordinating your benefits with your spouse’s?

Our workshops are typically short and to the point and are approximately one hour, including with questions. Sometimes a few attendees will keep you longer by asking the same questions you may also have, but that’s usually beneficial.  

Decisions you make today can have a tremendous effect on the amount of benefits you receive over your lifetime. Invest in yourself and your future now and attend one of our workshops. We offer a variety of dates and locations.

Contact us to reserve your place.


We Help You Put Knowledge Into Action

Knowledge makes learning easier. We use workshops to teach you the basics and then give you an opportunity to develop an individual plan.

We help  you maximize your retirement distribution by coordinating optimal Social Security strategies with intelligent distribution of other assets while minimizing tax consequences.

Contact us to find out more and how we can help you on your path to financial confidence.

bottom of page