7
Dec

Social Security Benefits: SJFHCL0111


  • January 11, 2018
    3:30 pm - 5:30 pm

Instructor

  • jeff
    Jeffrey Florence
    Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
7
Dec

Social Security Benefits: SJFHCL0113


  • January 13, 2018
    10:30 am - 12:30 pm

Instructor

  • jeff
    Jeffrey Florence
    Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
13
Dec

Social Security Benefits: SJDMVT0116


  • January 16, 2018
    6:30 pm - 8:30 pm

Instructor

  • joe
    Joe Dowling
    Joe graduated from Florida State University in 2006 with a degree in Finance and is also an Investment Advisor Representative registered with the SEC…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
8
Nov

Maximizing Social Security: MSRSL0118


  • January 18, 2018
    6:00 pm - 7:30 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
7
Dec

Conservative Retirement Planning: CJDMVT0118


  • January 18, 2018 - January 25, 2018
    6:00 pm - 8:30 pm

Instructor

  • joe
    Joe Dowling
    Joe graduated from Florida State University in 2006 with a degree in Finance and is also an Investment Advisor Representative registered with the SEC…

This comprehensive course was developed to address the biggest concerns and challenges most Americans face when planning for retirement. In an interactive classroom setting, your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, Read more

Click for Details...
8
Nov

Maximizing Social Security: MSRSL0120


  • January 20, 2018
    10:30 am - 12:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
12
Dec

Social Security Benefits: SSSNPD0122


  • January 22, 2018
    7:00 pm - 8:00 pm

Instructor

  • Smith
    Stephen Smith
    Stephen believes in a plan that differentiates between retirement planning and investing. He specializes in social security optimization, tax efficient distribution strategies, healthcare and income planning…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
7
Dec

Conservative Retirement Planning: CJDMVT0123


  • January 23, 2018 - January 30, 2018
    6:00 pm - 8:30 pm

Instructor

  • joe
    Joe Dowling
    Joe graduated from Florida State University in 2006 with a degree in Finance and is also an Investment Advisor Representative registered with the SEC…

This comprehensive course was developed to address the biggest concerns and challenges most Americans face when planning for retirement. In an interactive classroom setting, your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, Read more

Click for Details...
8
Dec

Conservative Retirement Planning: CBDWT0123


  • January 23, 2018 - January 30, 2018
    6:30 pm - 8:30 pm

Instructor

  • Brian DeBruin
    A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
8
Dec

Principles of Retirement Planning: PTMUNF0123


  • January 23, 2018 - January 30, 2018
    6:30 pm - 8:30 pm

Instructor

  • Tom McDermott
    Tom McDermott, founder of Asset Protectors & Advisors, understands the many issues that affect retirees today. While very few advisors are aware of how these issues can be solver, Tom has spent the last 25 years teaching clients and advisors the necessary skills to find the solutions to these problems.

This comprehensive retirement planning course will help you better understand where you are in the retirement planning process, and teach you how to get where you want to be. You will learn more about financial tools and investment vehicles that you may already have as part of your retirement plan, along with new strategies; and Read more

Click for Details...
8
Dec

Conservative Retirement Planning: CJMIT0123


  • January 23, 2018 - January 30, 2018
    6:30 pm - 9:00 pm

Instructor

  • Joshua Millard
    I got started in the financial industry in 2007. I’m an independent Investment Advisory Representative (IAR) with NTB Financial and act in a fiduciary capacity to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor. I am 1 of approx 1200 such designated advisors in the country...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
11
Dec

Conservative Retirement Planning: CMNFS0123


  • January 23, 2018 - January 30, 2018
    6:30 pm - 8:30 pm

Instructor

  • Mark Nichols
    Mark E. Nichols, brings a wealth of knowledge and experience to his role as an Retirement Income Certified Professional (RICP®). He has been in the financial services industry for 31 years, and his diverse background and formal training enables him to help clients pursue their long-term financial goals...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
12
Dec

Social Security Benefits: SMLLC0123


  • January 23, 2018
    6:30 pm - 8:30 pm

Instructor

  • mikelange
    Michael Lange
    Michael Lange has been a financial advisor for 33 years. He is dedicated to providing value-based, comprehensive financial advice and using asset management programs that help ensure that his clients reach their retirement with less worry and stress…

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Pre-registration is required. Payment will not be accepted at the door. Tuesday, January 23 6:30 pm – 8:30 pm Classroom #132Read more

Click for Details...
12
Dec

Social Security Benefits: SSSCL0123


  • January 23, 2018
    6:30 pm - 7:30 pm

Instructor

  • Smith
    Stephen Smith
    Stephen believes in a plan that differentiates between retirement planning and investing. He specializes in social security optimization, tax efficient distribution strategies, healthcare and income planning…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
8
Dec

Conservative Retirement Planning: CBDWT0124


  • January 24, 2018 - January 31, 2018
    6:30 pm - 8:30 pm

Instructor

  • Brian DeBruin
    A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
8
Dec

Principles of Retirement Planning: PTMUNF0124


  • January 24, 2018 - January 30, 2018
    6:30 pm - 8:30 pm

Instructor

  • Tom McDermott
    Tom McDermott, founder of Asset Protectors & Advisors, understands the many issues that affect retirees today. While very few advisors are aware of how these issues can be solver, Tom has spent the last 25 years teaching clients and advisors the necessary skills to find the solutions to these problems.

This comprehensive retirement planning course will help you better understand where you are in the retirement planning process, and teach you how to get where you want to be. You will learn more about financial tools and investment vehicles that you may already have as part of your retirement plan, along with new strategies; and Read more

Click for Details...
11
Dec

Conservative Retirement Planning: CMNFS0124


  • January 24, 2018 - January 31, 2018
    6:30 pm - 8:30 pm

Instructor

  • Mark Nichols
    Mark E. Nichols, brings a wealth of knowledge and experience to his role as an Retirement Income Certified Professional (RICP®). He has been in the financial services industry for 31 years, and his diverse background and formal training enables him to help clients pursue their long-term financial goals...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
8
Nov

Maximizing Social Security: MSRCSNC0125


  • January 25, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
12
Dec

Social Security Benefits: SMLLC0125


  • January 25, 2018
    6:30 pm - 8:30 pm

Instructor

  • mikelange
    Michael Lange
    Michael Lange has been a financial advisor for 33 years. He is dedicated to providing value-based, comprehensive financial advice and using asset management programs that help ensure that his clients reach their retirement with less worry and stress…

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Pre-registration is required. Payment will not be accepted at the door. Thursday, January 25 6:30 pm – 8:30 pm Classroom #132Read more

Click for Details...
12
Dec

Maximizing Social Security: MJMTCC0125


  • January 25, 2018
    6:30 pm - 9:00 pm

Instructor

  • Jonn Mason
    Jonn Mason is President and Founder of Thornewood Advisors USA and 1st Financial USA Jonn is a lifelong resident of Washington and has been in the financial services industry for over 48 years. Jonn’s career in the financial services industry began while he attended junior high school with after-school and summer employment at the second largest bank in Washington, The National Bank of Commerce which later became...

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Pre-registration is required Thursday, January 25 6:30 pm – 9:00 pm Building 15, Classroom 303Read more

Click for Details...
12
Dec

Social Security Benefits: SSSCL0125


  • January 25, 2018
    6:30 pm - 7:30 pm

Instructor

  • Smith
    Stephen Smith
    Stephen believes in a plan that differentiates between retirement planning and investing. He specializes in social security optimization, tax efficient distribution strategies, healthcare and income planning…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
13
Dec

Maximizing Social Security: MBSGT0125


  • January 25, 2018
    6:30 pm - 8:30 pm

Instructor

  • robert
    Robert Szymanski
    Robert E. Szymanski is celebrating his 34th year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial Education Institute….

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Thursday, January 25 6:30 pm – 8:30 pmRead more

Click for Details...
8
Dec

Conservative Retirement Planning: CJMIT0127


  • January 27, 2018
    9:00 am - 3:00 pm

Instructor

  • Joshua Millard
    I got started in the financial industry in 2007. I’m an independent Investment Advisory Representative (IAR) with NTB Financial and act in a fiduciary capacity to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor. I am 1 of approx 1200 such designated advisors in the country...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies that you Read more

Click for Details...
12
Dec

Maximizing Social Security: MJMTCC0127


  • January 27, 2018
    9:00 am - 12:00 pm

Instructor

  • Jonn Mason
    Jonn Mason is President and Founder of Thornewood Advisors USA and 1st Financial USA Jonn is a lifelong resident of Washington and has been in the financial services industry for over 48 years. Jonn’s career in the financial services industry began while he attended junior high school with after-school and summer employment at the second largest bank in Washington, The National Bank of Commerce which later became...

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Pre-registration is required Saturday, January 27 9:00 am – 12:00 noon (with a short break) Building 15, Classroom 303Read more

Click for Details...
8
Nov

Maximizing Social Security: MSRCSNC0127


  • January 27, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
13
Dec

Maximizing Social Security: MBSGT0127


  • January 27, 2018
    9:30 am - 11:30 am

Instructor

  • robert
    Robert Szymanski
    Robert E. Szymanski is celebrating his 34th year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial Education Institute….

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Saturday, January 27 9:30 am – 11:30 amRead more

Click for Details...
12
Dec

Social Security Benefits: SSSNPD0207


  • February 7, 2018
    7:00 pm - 8:00 pm

Instructor

  • Smith
    Stephen Smith
    Stephen believes in a plan that differentiates between retirement planning and investing. He specializes in social security optimization, tax efficient distribution strategies, healthcare and income planning…

Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to Read more

Click for Details...
9
Nov

Maximizing Social Security: MSRCSNH0208


  • February 8, 2018 - February 17, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
9
Nov

Maximizing Social Security: MSRCSNH0210


  • February 10, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
9
Nov

Maximizing Social Security: MSRCSNH0215


  • February 15, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...
9
Nov

Maximizing Social Security: MSRCSNH0217


  • February 17, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize Read more

Click for Details...