Attend a FREE Educational Workshop

RETIREMENT PLANNING AND SOCIAL SECURITY STRATEGIES THAT MAKE A BIG DIFFERENCE

When to File for Social Security
Taxes in Retirement
401k / IRA Rollovers

Creating Supplemental Income
Estate Planning

Learn to get the most from your Social Security benefits and reduce taxes in retirement. This FREE Workshop dives into essential strategies for maximizing income, understanding recent law changes, and avoiding costly mistakes in retirement planning. Attendees will walk away with clear, actionable insights including a complimentary customized Social Security report to help build a stronger, more tax-efficient retirement plan.

Upcoming Events

Thursday, April 9

FULLY BOOKED

Location: FILIPPA’S
45125 Mound Rd
Shelby Twp, MI  48317

Wednesday, April 15

AVAILABLE

Location: DA FRANCESCO’S
49521 Van Dyke Ave
Shelby Twp, MI  48317

Wednesday, April 29

AVAILABLE

Location: DA FRANCESCO’S
49521 Van Dyke Ave
Shelby Twp, MI  48317

Doors open at 5:30 PM Dinner at 5:45 PM Workshop starts at 6:00 PM
The only time there is dinner served before the workshop is when it is being held at a restaurant.

We encourage you to bring a friend

FAQs

  • There is no cost to attend the workshop.

  • The only time there is dinner served before the workshop is when it is being held at a restaurant.  If it is held at a library, community center, etc. there is no dinner served.

  • There is no future commitment after attending a workshop.

  • Attendees will not be hounded by a sales team at the workshop.

  • This workshop is strictly educational and NOT a sales presentation.

Reserve Your Spot

Complete this form to addend our next free educational workshop.

We are a proud parter of Social Security Education, Inc.

Social Security Education Inc. Provides Free Retirement, Social Security & Tax Planning Workshops to Metro-Detroit Communities.