20
Mar

CONSERVATIVE RETIREMENT PLANNING: CGOKS0418


  • April 18, 2017 - May 2, 2017
    6:30 pm - 8:45 pm

Instructor

  • glen
    Glen Oaks
    Glen Oaks began his career in the insurance and financial services field in 1981, and founded Financial Security Management Agency Inc. five years later. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC,) and is a member of the National Association of Insurance and Financial Advisors (NAIFA.)…

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. Tuesday 3 Session Series April 18, 2017 April 25, 2017 May 2, 2017 6:30 pm – Read more

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20
Mar

CONSERVATIVE RETIREMENT PLANNING: CGOKS0420


  • April 20, 2017 - May 4, 2017
    6:30 pm - 8:45 pm

Instructor

  • glen
    Glen Oaks
    Glen Oaks began his career in the insurance and financial services field in 1981, and founded Financial Security Management Agency Inc. five years later. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC,) and is a member of the National Association of Insurance and Financial Advisors (NAIFA.)…

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. Thursday 3 Session Series April 20, 2017 April 27, 2017 May 4, 2017 6:30 pm – Read more

Click for Details...
16
Mar

CONSERVATIVE RETIREMENT PLANNING: CRGRC0501


  • May 1, 2017 - May 8, 2017
    6:00 pm - 8:30 pm

Instructor

  • rich greenberg
    Rich Greenberg
    Rich Greenberg is an instructor for Adult Financial Education Services. Rich uses “Financial Educational Classes” and “Income Planning Workshops” to provide individuals with relevant retirement and pre-retirement financial planning options…
  • Barry Nelson
    Barry Nelson
    Barry Nelson, CPA is an instructor for Adult Financial Education Services with over twenty years of experience. One of Barry’s business missions is to offer affordable tax services and…

A 2-session classroom course that teaches simple steps you can take that will help you plan for the retirement you want tomorrow. Total tuition is $49 of which $24 is paid by check or online, and $25 is paid by separate check and donated to one of three charities: Susan G. Komen for the Cure, Read more

Click for Details...
25
Mar

Social Security Benefits: SSSHC0502


  • May 2, 2017
    6:30 pm - 8:30 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…

WE HAVE REACHED CAPACITY. PLEASE CHECK OUR WEBSITE FOR ADDITIONAL CLASSES. www.afes.org 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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Tuesday, Read more

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5
Apr

Social Security Benefits: SBWCS0502


  • May 2, 2017
    6:30 pm - 8:30 pm

Instructor

  • Bill Wilson
    William K. Wilson (Bill) celebrates his 34th year doing business in the financial service industry. Mr. Wilson is a licensed Insurance Professional with Lakewood Ranch Risk Management LLC, and he is also serves as a solicitor in the State Of California for Southport Capital which is an independently owned, SEC Registered Investment Advisory firm...

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. Tuesday, May 2 6:30 pm – 8:30 pmRead more

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5
Apr

Conservative Retirement Planning: CFECT0502


  • May 2, 2017 - May 9, 2017
    6:30 pm - 9:00 pm

Instructor

  • engels
    Fritz Engels
    Fritz Engels is the President of the Engels Financial Group of Kennesaw, GA. Fritz has more than 30 years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial analysis and strategies…

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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

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10
Apr

Conservative Retirement Planning: CWCMV0502


  • May 2, 2017 - May 9, 2017
    6:30 pm - 8:45 pm

Instructor

  • Wayne Casey
    Wayne has been in the financial services industry for over 20 years. He is the founder and CEO for Casey Wealth Management Inc. (CWMI) for 15 of those years. He takes great pride in being able to bring his unique coaching style and down-to-earth, working class upbringing to his practice at CWMI,

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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
24
Apr

Principals of Retirement Planning: PLRPH0503


  • May 3, 2017 - May 10, 2017
    6:30 pm - 9:30 pm

Instructor

  • reaves
    Lori Reaves Aspiotes
    Lori Reaves Aspiotes is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement…

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Read more

Click for Details...
30
Mar

MAXIMIZING SOCIAL SECURITY: MBRVW0504


  • May 4, 2017
    6:00 pm - 8:00 pm

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

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 May 4, 2017 6:00 pm – 8:00 pmRead more

Click for Details...
25
Mar

Social Security Benefits: SSSHC0504


  • May 4, 2017
    6:30 pm - 8:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Thursday, May 4 6:30 pm – 8:30 pmRead more

Click for Details...
5
Apr

Social Security Benefits: SBWCS0504


  • May 4, 2017
    6:30 pm - 8:30 pm

Instructor

  • Bill Wilson
    William K. Wilson (Bill) celebrates his 34th year doing business in the financial service industry. Mr. Wilson is a licensed Insurance Professional with Lakewood Ranch Risk Management LLC, and he is also serves as a solicitor in the State Of California for Southport Capital which is an independently owned, SEC Registered Investment Advisory firm...

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, May 4 6:30 pm – 8:30 pmRead more

Click for Details...
10
Apr

Conservative Retirement Planning: CWCMV0504


  • May 4, 2017 - May 11, 2017
    6:30 pm - 8:45 pm

Instructor

  • Wayne Casey
    Wayne has been in the financial services industry for over 20 years. He is the founder and CEO for Casey Wealth Management Inc. (CWMI) for 15 of those years. He takes great pride in being able to bring his unique coaching style and down-to-earth, working class upbringing to his practice at CWMI,

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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
14
Apr

HOW NOT TO RUN OUT OF MONEY: WBRVW0506


  • May 6, 2017
    9:00 am - 11:00 am

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will help last throughout your retirement, protect that plan from health issues and take Read more

Click for Details...
24
Apr

Principals of Retirement Planning: PLRPH0506


  • May 6, 2017 - May 13, 2017
    9:00 am - 12:00 pm

Instructor

  • reaves
    Lori Reaves Aspiotes
    Lori Reaves Aspiotes is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement…

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Read more

Click for Details...
16
Mar

CONSERVATIVE RETIREMENT PLANNING: CRGRC0506


  • May 6, 2017 - May 13, 2017
    10:00 am - 1:00 pm

Instructor

  • rich greenberg
    Rich Greenberg
    Rich Greenberg is an instructor for Adult Financial Education Services. Rich uses “Financial Educational Classes” and “Income Planning Workshops” to provide individuals with relevant retirement and pre-retirement financial planning options…
  • Barry Nelson
    Barry Nelson
    Barry Nelson, CPA is an instructor for Adult Financial Education Services with over twenty years of experience. One of Barry’s business missions is to offer affordable tax services and…

A 2-session classroom course that teaches simple steps you can take that will help you plan for the retirement you want tomorrow. Total tuition is $49 of which $24 is paid by check or online, and $25 is paid by separate check and donated to one of three charities: Susan G. Komen for the Cure, Read more

Click for Details...
6
Apr

Conservative Retirement Planning: CMBMC0509


  • May 9, 2017 - May 16, 2017
    6:00 pm - 9:00 pm

Instructor

  • 185
    Matt Bondurant
    Matt Bondurant is a Safe Money Planner who works in the arena of Retirement Planning and Estate Planning. His primary focus is preserving and shielding his clients’ assets and wealth, while providing growth potential…

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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
14
Apr

HOW NOT TO RUN OUT OF MONEY: WBRVW0509


  • May 9, 2017
    6:00 pm - 8:00 pm

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will help last throughout your retirement, protect that plan from health issues and take Read more

Click for Details...
6
Apr

Conservative Retirement Planning: CJMIT0509


  • May 9, 2017 - May 16, 2017
    6:30 pm - 9:00 pm

Instructor

  • Joshua Millard
    I got started in the financial industry in 2007. I’m an independent IAR* with a fiduciary obligation 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 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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
6
Apr

Maximizing Social Security: MDWFR0509


  • May 9, 2017
    6:30 pm - 8:45 pm

Instructor

  • Dale
    Dale Wolberg
    Dale Wolberg has been an instructor for Adult Financial Education Services since its inception. Dale is also a Retirement Income Certified Planner (RICP©) at Focused Financial Solutions…

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Tuesday, May 9 6:30 pm – 8:45 pmRead more

Click for Details...
6
Apr

Maximizing Social Security: MJWKS0509


  • May 9, 2017
    6:30 pm - 8:30 pm

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. Parking: On Weekdays, all Participants must park in Lot P2 Visitor lot and pay for parking at the meter kiosk. During the weekend, parking is open in any lot. Tuesday, May Read more

Click for Details...
6
Apr

Maximizing Social Security: MLWVCC0509


  • May 9, 2017
    6:30 pm - 8:30 pm

Instructor

  • Lynne Witmer
    Lynne joined Southport Capital in May of 2014. Lynne brings 17 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses...

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. Tuesday, May 9 6:30 pm – 8:30 pmRead more

Click for Details...
14
Apr

HOW NOT TO RUN OUT OF MONEY IN RETIREMENT: WTAHB0509


  • May 9, 2017 - May 14, 2017
    6:30 pm - 8:30 pm

Instructor

  • Tony Ackerman
    Tony is a native Houstonian. He attended Memorial High School and graduated from Rice University with a degree in Economics and Business Management. Tony began his financial services career with New England Financial, a subsidiary of MetLife.

This two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and safe practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues and Read more

Click for Details...
14
Apr

Conservative Retirement Planning: CJDMV0510


  • May 10, 2017 - May 17, 2017
    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...
20
Mar

SOCIAL SECURITY BENEFITS: SSSGCC0510


  • May 10, 2017
    6:30 pm - 8:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Wednesday, May 10 6:30 pm – 8:30 pmRead more

Click for Details...
6
Apr

Conservative Retirement Planning: CMBRC0511


  • May 11, 2017 - May 18, 2017
    6:00 pm - 9:00 pm

Instructor

  • 185
    Matt Bondurant
    Matt Bondurant is a Safe Money Planner who works in the arena of Retirement Planning and Estate Planning. His primary focus is preserving and shielding his clients’ assets and wealth, while providing growth potential…

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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
6
Apr

Maximizing Social Security: MJWKS0511


  • May 11, 2017
    6:30 pm - 8:30 pm

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. Parking: On Weekdays, all Participants must park in Lot P2 Visitor lot and pay for parking at the meter kiosk. During the weekend, parking is open in any lot. Thursday, May Read more

Click for Details...
6
Apr

Maximizing Social Security: MLWVCC0511


  • May 11, 2017
    6:30 pm - 8:30 pm

Instructor

  • Lynne Witmer
    Lynne joined Southport Capital in May of 2014. Lynne brings 17 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses...

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, May 11 6:30 pm – 8:30 pmRead more

Click for Details...
10
Apr

Maximizing Social Security: MBSGT0511


  • May 11, 2017
    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, May 11 6:30 pm – 8:30 pmRead more

Click for Details...
14
Apr

HOW NOT TO RUN OUT OF MONEY IN RETIREMENT: WTAHB0511


  • May 11, 2017
    6:30 pm - 8:30 pm

Instructor

  • Tony Ackerman
    Tony is a native Houstonian. He attended Memorial High School and graduated from Rice University with a degree in Economics and Business Management. Tony began his financial services career with New England Financial, a subsidiary of MetLife.

This two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and safe practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues and Read more

Click for Details...
6
Apr

Conservative Retirement Planning: CJMIT0513


  • May 13, 2017
    9:00 am - 3:00 pm

Instructor

  • Joshua Millard
    I got started in the financial industry in 2007. I’m an independent IAR* with a fiduciary obligation 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 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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the Read more

Click for Details...
26
Apr

Your Dream Retirement: YBRVW0513


  • May 13, 2017
    9:00 am - 11:00 am

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

Click for Details...
6
Apr

Maximizing Social Security: MDWFR0513


  • May 13, 2017
    9:30 am - 11:45 am

Instructor

  • Dale
    Dale Wolberg
    Dale Wolberg has been an instructor for Adult Financial Education Services since its inception. Dale is also a Retirement Income Certified Planner (RICP©) at Focused Financial Solutions…

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Saturday, May 13 9:30 am – 11:45 amRead more

Click for Details...
6
Apr

Maximizing Social Security: MJWKS0513


  • May 13, 2017
    9:30 am - 11:30 am

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. Parking: On Weekdays, all Participants must park in Lot P2 Visitor lot and pay for parking at the meter kiosk. During the weekend, parking is open in any lot. Saturday, May Read more

Click for Details...
10
Apr

Maximizing Social Security: MBSGT0513


  • May 13, 2017
    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, May 13 9:30 am – 11:30 amRead more

Click for Details...
14
Apr

Conservative Retirement Planning: CJDMV0515


  • May 15, 2017 - May 22, 2017
    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...
10
Apr

Maximizing Social Security: MWSWU0516


  • May 16, 2017 - May 17, 2017
    6:15 pm - 8:50 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

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. Tuesday, May 16 6:15 pm – 8:50 pmRead more

Click for Details...
14
Apr

Social Security Benefits: SSSBR0516


  • May 16, 2017
    6:30 pm - 8:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Tuesday, May 16 6:30 pm – 8:30 pmRead more

Click for Details...
14
Apr

Don’t Worry Retire Happy: DADLG0516


  • May 16, 2017
    6:30 pm - 8:30 pm

Instructor

  • deitrich
    Al Deitrich
    Alvin is a certified instructor in Central Pennsylvania for Adult Financial Education Services and is the owner of 1st Choice Financial Services. He has been privileged to speak to a great many groups, and teaches a variety…

This 2 hour class will show you how to fill the income gap with “Paychecks”, and give you “Playchecks” to enjoy retirement the way it was meant to be! We will cover key topics that most financial professionals never cover. After completing this class you will have the tools to put a plan in place that not only Read more

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26
Apr

Your Dream Retirement: YBRVW0518


  • May 18, 2017
    6:00 pm - 8:00 pm

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

Click for Details...
10
Apr

Maximizing Social Security: MWSWU0518


  • May 18, 2017
    6:15 pm - 8:50 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

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, May 18 6:15 pm – 8:50 pmRead more

Click for Details...
14
Apr

Social Security Benefits: SSSBR0518


  • May 18, 2017
    6:30 pm - 8:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Thursday, May 18 6:30 pm – 8:30 pmRead more

Click for Details...
26
Apr

Your Dream Retirement: YBRVW0520


  • May 20, 2017
    9:00 am - 11:00 am

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

Click for Details...
25
Apr

Your Dream Retirement: YJWKS0520


  • May 20, 2017
    9:30 am - 11:30 am

Instructor

  • Jim Woods
    Jim joined Southport Capital in 2008. He is a principal of the firm and serves as the Senior Portfolio Manager. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts as well as doing the same for individuals.

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

Click for Details...
25
Apr

Your Dream Retirement: YWSWU0523


  • May 23, 2017
    6:00 pm - 9:00 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

Click for Details...
25
Mar

Social Security Benefits: SSSPTC0523


  • May 23, 2017
    6:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Tuesday, May 23 6:30 pm – 8:00 pmRead more

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14
Apr

Don’t Worry Retire Happy: DADLG0523


  • May 23, 2017
    6:30 pm - 8:30 pm

Instructor

  • deitrich
    Al Deitrich
    Alvin is a certified instructor in Central Pennsylvania for Adult Financial Education Services and is the owner of 1st Choice Financial Services. He has been privileged to speak to a great many groups, and teaches a variety…

This 2 hour class will show you how to fill the income gap with “Paychecks”, and give you “Playchecks” to enjoy retirement the way it was meant to be! We will cover key topics that most financial professionals never cover. After completing this class you will have the tools to put a plan in place that not only Read more

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19
Apr

Social Security Benefits: SMLOU0523


  • May 23, 2017
    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, May 23 6:30 pm – 8:30 pmRead more

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26
Apr

Social Security Benefits: SJFBAL0525


  • May 25, 2017
    2:30 pm - 4:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Thursday, May 25 2:30 pm – 4:30 pmRead more

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25
Mar

Social Security Benefits: SSSPTC0525


  • May 25, 2017
    6:30 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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Thursday, May 25 6:30 pm – 8:00 pmRead more

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14
Apr

Don’t Worry Retire Happy: DADLG0525


  • May 25, 2017
    6:30 pm - 8:30 pm

Instructor

  • deitrich
    Al Deitrich
    Alvin is a certified instructor in Central Pennsylvania for Adult Financial Education Services and is the owner of 1st Choice Financial Services. He has been privileged to speak to a great many groups, and teaches a variety…

This 2 hour class will show you how to fill the income gap with “Paychecks”, and give you “Playchecks” to enjoy retirement the way it was meant to be! We will cover key topics that most financial professionals never cover. After completing this class you will have the tools to put a plan in place that not only Read more

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19
Apr

Social Security Benefits: SMLOU0525


  • May 25, 2017
    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, May 25 6:30 pm – 8:30 pmRead more

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26
Apr

Social Security Benefits: SJFBAL0527


  • May 27, 2017
    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…

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. This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend. Saturday, May 27 10:30 am – 12:30 pmRead more

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25
Apr

Your Dream Retirement: YWSWU0601


  • June 1, 2017
    6:00 pm - 9:00 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects Read more

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