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Educational Workshop Series

Every month we present valuable educational workshops on some of the most important issues related to retirement planning.
Click on a topic below to learn more and see future dates. 

Planning your Dream Retirement 

Are your finances ready for retirement? Join us for our financial planning workshop to learn a simple strategy that can help you with your retirement income needs.

Savvy Social Security Planning

What baby boomers need to know to maximize retirement income. At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Savvy Medicare Planning

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.

Have an idea for a workshop topic? Send us an email at