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Social Security: The Rule of 5
A Complete Planning Workshop

Join us to discover the critical rules to consider when factoring Social Security into your overall financial plan for today—and tomorrow.

Register Now

At our live, local workshop, you’ll learn:

  • How to determine your retirement income needs
  • Social Security considerations and tactics to plan the best time to begin claiming your benefits
  • Understanding how Social Security is taxed
  • What potential changes could affect the program and your benefits
  • Key planning strategies to help maximize your retirement income

 

 

Available Dates

Thursday, March 30th | 6:45 p.m. | Campbell, CA | REGISTER NOW

Saturday, April 1st | 11 a.m. | Walnut Creek, CA | REGISTER NOW

Wednesday, March 22nd | 6:45 p.m. | Roseville, CA | REGISTER NOW

Thursday, March 23rd | 6:45 p.m. | Folsom, CA | REGISTER NOW

Saturday, March 25th | 11 a.m. | Sacramento, CA | REGISTER NOW

Saturday, March 25th | 11 a.m. | Highlands Ranch, CO | REGISTER NOW

Wednesday, March 29th | 6:45 p.m. | Blue Ash, OH | REGISTER NOW

Thursday, March 30th | 6:45 p.m. | West Chester, OH | REGISTER NOW

Saturday, April 1st | 11 a.m. | Hebron, KY | REGISTER NOW

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

[1] PWC 2019 Employee Wellness Survey
[2] Fidelity Investments / 2022 Retiree Health Care Cost Estimate