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

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Dates & Locations

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, July 30th

AVAILABLE

Location:
Da Francesco’s
49521 Van Dyke Ave
Shelby Twp, MI  48317

Wednesday, Aug 19th

AVAILABLE

Location:
Italian American Cultural Society (IACS)
43843 Romeo Plank Rd
Clinton Twp, MI  48038

Thursday, Aug 27th

AVAILABLE

Location:
Italian American Cultural Society (IACS)
43843 Romeo Plank Rd
Clinton Twp, MI  48038

Doors open at 5:30 PM Dinner at 5:40 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.

Reserve Your Space

We encourage you to bring a friend.

These workshops are for new clients. If you are an existing client and would like to ask us a question or review your portfolio, Please give us a call!

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

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.