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Educational Workshops

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or click on the event to register. If you have a family member, friend or co-worker that you think would benefit by attending, please send them a link so they can register.  We’ll be happy to add you to our guest list.


October 26, 2019

11:30a - 12:30p

Kyle G's Prime Seafood & Steaks

Social Security Planning (click here)

As you approach retirement you'll be faced with important financial decisions. Learn the 6 Critical Social Security Facts retirees must know. Educational topics discussed: (1) Maximize claiming benefits of Social Security. (2) How claiming age affects Social Security benefits. (3) Taxability of your Social Security benefits. (4) Can I work and collect a Social Security benefit? (5) Survivor benefits or when there is a divorce. (6) Making informed retirement distribution decisions.

Event Registration

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