2025 WORKSHOPS
RETIREMENT PLANNING AND SOCIAL SECURITY STRATEGIES THAT MAKE A BIG DIFFERENCE
When to File for Social Security
Taxes in Retirement
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
Wed, July 30th
Location:
LOUIS’ CHOP HOUSE
50355 Gratiot Avenue
New Baltimore, MI 48051
Wed, Aug 6th
Location:
CHESTERFIELD TOWNSHIP LIBRARY PRIMARY
50560 Patricia Street
New Baltimore, MI 48051
Wed, Aug 27th
Location:
CHESTERFIELD TOWNSHIP LIBRARY PRIMARY
50560 Patricia Street
New Baltimore, MI 48051
Doors open at 5:30 PM Dinner at 5:45 PM Workshop starts at 6:00 PM
FAQs
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There is no cost to attend the workshop.
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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.
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There is no future commitment after attending a workshop.
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Attendees will not be hounded by a sales team at the workshop.
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This workshop is strictly educational and NOT a sales presentation.