30
May

Maximizing Social Security: MDLHI0628


  • June 28, 2017
    6:30 pm - 8:30 pm

Instructor

  • david lukas
    David Lukas
    David Lukas has been an entrepreneur since 1993. Ever since, David has been passionate about creating businesses that serve the needs of consumers and businesses alike.

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. Wednesday, June 28 6:30 pm – 8:30 pmRead more

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30
May

Maximizing Social Security: MDLHI0629


  • June 29, 2017
    6:30 pm - 8:30 pm

Instructor

  • david lukas
    David Lukas
    David Lukas has been an entrepreneur since 1993. Ever since, David has been passionate about creating businesses that serve the needs of consumers and businesses alike.

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, June 29 6:30 pm – 8:30 pmRead more

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30
May

Social Security Benefits: SJFWCL0706


  • July 6, 2017
    6:30 pm - 8:30 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, July 6 6:30 pm – 8:30 pmRead more

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30
May

Social Security Benefits: SJFWCL0708


  • July 8, 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, July 8 10:30 am – 12:30 pmRead more

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17
May

Social Security Benefits: SSSCL0711


  • July 11, 2017
    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…

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, July 11 6:30 pm – 7:30 pmRead more

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9
Jun

Maximizing Social Security: MLRSPC0711


  • July 11, 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 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, July 11 6:30 pm – 9:30 pmRead more

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9
Jun

Maximizing Social Security: MLRSPC0715


  • July 15, 2017
    9:30 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 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, July 15 9:30 am – NoonRead more

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17
May

Social Security Benefits: SSSCL0720


  • July 20, 2017
    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…

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, July 20 6:30 pm – 7:30 pmRead more

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16
Jun

Social Security Benefits: SCPLAH0720


  • July 20, 2017
    6:30 pm - 9:00 pm

Instructor

  • canaan
    Canaan Penland
    One of the most successful pioneers of global investing said that the four most dangerous words of investing are “this time it’s different.” No truer statement has ever been made about Wall Street…

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. *Confirmation email sent (1) week before each class with room number. Thursday, July 20 6:30 pm – 9:00 pmRead more

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16
Jun

Social Security Benefits: SCPPV0722


  • July 22, 2017
    9:30 am - 12:00 pm

Instructor

  • canaan
    Canaan Penland
    One of the most successful pioneers of global investing said that the four most dangerous words of investing are “this time it’s different.” No truer statement has ever been made about Wall Street…

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. *Confirmation email sent (1) week before each class with room number. Saturday, July 22 9:30 am – 12:00 noonRead more

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