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Complimentary Social Security Dinner Workshop!

Learn how to align your Social Security benefits with your retirement plan to optimize your retirement.

Date(s) Available:



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A complimentary meal will be served.

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The host of this workshop has been featured in the following publications:

Peace of mind

We believe that education leads to confidence, and confidence to peace of mind.

Free Social Security Workshop!

Key points of interest to be discussed in this workshop:

1. The three types of retirement income: IRAs, Pensions, and Social Security.

2. How Social Security can work in conjunction with other retirement accounts.

3. The four strategies for optimizing your Social Security benefits.

4. A balanced approach to retirement planning that includes Social Security.

Workshop topics

This presentation will cover:

  • How Social Security works before and after you begin claiming benefits.
  • What happens if you decide to take benefits early or late.
  • What the shift from pensions to retirement plan in the workplace means for you.
  • When you need to start taking required minimum distributions.
  • What percentage of benefits are taxed depending on your income.
  • Spousal benefits for those who are married and divorced.

Meet your Host:

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Contact us!

(888) 555-1234

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Attend this free educational workshop to gain a better grasp on Social Security related topics!

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Topics of Discussion Include:

Discussion Topics
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Required Minimum Distribution

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Survivor Benefits

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Taxes on Social Security

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Applying for Social Security

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Spousal Benefits

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Early Late Benefit

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Phases of Retirement

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Retirement Income

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Event to Attend

No workshops currently available for this topic.

Must be 55 years or older to attend.

This workshop is for first time attendees only.

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