7
Sep

Conservative Retirement Planning: CBDWT0918


  • September 18, 2017 - October 25, 2017
    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 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...
7
Sep

Conservative Retirement Planning: CBDWT0920


  • September 20, 2017 - October 27, 2017
    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 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...
8
Sep

Conservative Retirement Planning: CDVCC1005


  • October 5, 2017 - October 19, 2017
    6:30 pm - 8:45 pm

Instructor

  • Van Winkle
    David Van Winkle
    David Van Winkle utilizes his more than 30 years of retirement industry experience to provide planning and guidance for those seeking safe and guaranteed solutions to secure their retirement lifestyles…

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 Read more

Click for Details...
3
Oct

ABC RETIREMENT PLANNING: ABRVW1012


  • October 12, 2017 - October 19, 2017
    6:00 pm - 8:30 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…

Course Instructor: Bryan Rich This course will provide you with tools, insights, and strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. Some of the practical knowledge includes strategies that help reduce tax payments, manage planning risks, and create an income Read more

Click for Details...
13
Sep

Conservative Retirement Planning: CRGRC1014


  • October 14, 2017 - October 21, 2017
    10:00 am - 1:00 pm

Instructor

  • 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…
  • 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…

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, insights, and Read more

Click for Details...
2
Oct

Maximizing Social Security: MCCHWL1017


  • October 17, 2017 - October 28, 2017
    6:00 pm - 8:30 pm

Instructor

  • Cody Crawford
    Cody Crawford has been a retirement planning specialist and financial strategist in Houston TX since 2009. Here his focus is on assisting individuals, families, and owners of closely held businesses with retirement income planning, tax-reduction strategies, and social security maximization.

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...
21
Sep

Conservative Retirement Planning: CFECT1017


  • October 17, 2017 - October 24, 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 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
Sep

CONSERVATIVE RETIREMENT PLANNING: CRKED1018


  • October 18, 2017 - November 1, 2017
    6:30 pm - 8:30 pm

Instructor

  • Richard Keppler
    Richard has over 30 years of financial services experience. In 1978 he began his financial services career in Seattle and then was promoted to positions in San Francisco and New York. He has earned numerous awards and acknowledgements for his achievements including national speaking engagements and a Presidential Commendation for Community Service.

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. 3 Session Series Wednesday, October 18, 2017 Wednesday, October 25, 2017 Wednesday, November 1, 2017 6:30 Read more

Click for Details...
22
Sep

Maximizing Social Security: MPELM1019


  • October 19, 2017
    6:00 pm - 8:55 pm

Instructor

  • Phil Ellis
    For more than 10 years Brittison Financial Group, Inc has served Southwest Michigan as well as Northwest Indiana. Brittison Financial Group, Inc. specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, I can help you make sure it works...

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, October 19 6:00 pm – 8:55 pmRead more

Click for Details...
26
Sep

Don’t Worry Retire Happy: DLCDV1019


  • October 19, 2017
    6:00 pm - 8:00 pm

Instructor

  • Laurinda Curti
    Laurinda worked 15 years in small business ownership and management, accounting, and tax preparation in her native home of Cleveland, Ohio. After moving to Colorado, she completed her Bachelor of Arts in Education from Regis University in 2007. Later, she was introduced to the financial service industry and became licensed with Transamerica Financial Advisors where...

This two-hour class will help students understand how to fill the income gap with “Paychecks,” and give them “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 into place that not only meets Read more

Click for Details...
2
Oct

Maximizing Social Security: MCCHWL1019


  • October 19, 2017 - October 28, 2017
    6:00 pm - 8:30 pm

Instructor

  • Cody Crawford
    Cody Crawford has been a retirement planning specialist and financial strategist in Houston TX since 2009. Here his focus is on assisting individuals, families, and owners of closely held businesses with retirement income planning, tax-reduction strategies, and social security maximization.

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...
29
Aug

Your Dream Retirement: YWSWU1019


  • October 19, 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 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...
29
Aug

Maximizing Social Security: MSRCSN1019


  • October 19, 2017
    6:30 pm - 8:30 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...
12
Sep

Maximizing Social Security: MDMSLC1019


  • October 19, 2017
    6:30 pm - 8:00 pm

Instructor

  • Dan Matheson
    Dan Matheson began his financial planning career 12 years ago where he earned the distinction of becoming Utah’s Rookie of the Year with a well-known financial services company. He had the privilege of working there for five years until he struck out on his own and began his independent practice.

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, October 19th 6:30PM-8:00PMRead more

Click for Details...
20
Sep

Don’t Worry Retire Happy: DLWVCC1019


  • October 19, 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 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

Click for Details...
21
Sep

Social Security Benefits: SBTWC1019


  • October 19, 2017
    6:30 pm - 8:45 pm

Instructor

  • brian
    Brian Teets
    Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, …

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, October 19 6:30 pm – 8:45 pmRead more

Click for Details...
2
Oct

Maximizing Social Security: MJMITW1019


  • October 19, 2017
    6:30 pm - 8:30 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 EVENT HAS REACHED CAPACITY. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL CLASSES AT 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. Thursday, October 19 6:30 pm – 8:30 pmRead more

Click for Details...
22
Sep

Maximizing Social Security: MPELM1021


  • October 21, 2017
    9:00 am - 12:00 pm

Instructor

  • Phil Ellis
    For more than 10 years Brittison Financial Group, Inc has served Southwest Michigan as well as Northwest Indiana. Brittison Financial Group, Inc. specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, I can help you make sure it works...

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, October 21 9:00 am – 12:00 pmRead more

Click for Details...
29
Aug

Maximizing Social Security: MSRCSN1021


  • October 21, 2017
    9:30 am - 11:30 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...
2
Oct

Maximizing Social Security: MJMITW1021


  • October 21, 2017
    9:30 am - 11:30 am

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 EVENT HAS REACHED CAPACITY. PLEASE VISIT 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. Saturday, October 21 9:30 am – 11:30 amRead more

Click for Details...
21
Sep

Conservative Retirement Planning: CPCAC1023


  • October 23, 2017 - October 30, 2017
    6:00 pm - 8:30 pm

Instructor

  • Pete Conway
    Since 1999, Peter Conway has been an independent financial advisor serving the northwest suburbs as an Investment Adviser Representative and a licensed insurance agent. Professional, experienced and responsive, he understands your need for integrity and transparency. Peter uses proactive tax reduction 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 easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and Read more

Click for Details...
26
Sep

Foundations of Retirement Planning: FLCPP1023


  • October 23, 2017
    6:00 pm - 8:00 pm

Instructor

  • Laurinda Curti
    Laurinda worked 15 years in small business ownership and management, accounting, and tax preparation in her native home of Cleveland, Ohio. After moving to Colorado, she completed her Bachelor of Arts in Education from Regis University in 2007. Later, she was introduced to the financial service industry and became licensed with Transamerica Financial Advisors where...

This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement. The materials cover varied aspects of retirement income planning, such as longer life income challenges, excess taxation, inflation, healthcare expenses, aspects of making a financial decision, six areas where income is derived Read more

Click for Details...
21
Sep

Social Security Benefits: SSSAH1023


  • October 23, 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. Monday, October 23 6:30 pm – 7:30 pm This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend.Read more

Click for Details...
21
Sep

Conservative Retirement Planning: CPCAC1024


  • October 24, 2017 - October 31, 2017
    6:00 pm - 8:30 pm

Instructor

  • Pete Conway
    Since 1999, Peter Conway has been an independent financial advisor serving the northwest suburbs as an Investment Adviser Representative and a licensed insurance agent. Professional, experienced and responsive, he understands your need for integrity and transparency. Peter uses proactive tax reduction 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 easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and Read more

Click for Details...
1
Sep

Maximizing Social Security: MDLHI1024


  • October 24, 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. Tuesday, October 24, 2017 6:30 pm – 8:30 pmRead more

Click for Details...
20
Sep

How Not to Run out of Money In Retirement: WTSJJC1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • tom shankland
    Tom Shankland
    Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance…

This two hour educational course designed exclusively for women will address retirement planning issues that are unique to women, 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 Read more

Click for Details...
21
Sep

Maximizing Social Security: MWSSCC1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • Winston
    Winston Stevenson
    Winston P. Stevenson is a native of Buffalo, NY. He is a graduate of Western Kentucky University in Bowling Green, KY. He has been an active producer in the financial services industry since 1985…

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, October 24 6:30 pm – 8:30 pmRead more

Click for Details...
21
Sep

Maximizing Social Security: MAACC1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • Anthony Aulffo
    Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.

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, October 24 6:30 pm – 8:30 pmRead more

Click for Details...
21
Sep

Conservative Retirement Planning: CRMNC1024


  • October 24, 2017 - November 7, 2017
    6:30 pm - 8:45 pm

Instructor

  • miller
    Rick Miller
    Rick Miller, CPA, MBA has over 20 years of educational experience. His passion is making complicated financial topics easy to understand and apply for all students and those who desire to learn more about their financial options…

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...
21
Sep

Social Security Benefits: SJPPP1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • pickard
    John Pickard
    John is a Certified Financial Planner® and President of Webb Pickard Insurance & Investment Services, Inc. As an instructor for Adult Financial Education Services (AFES), he brings over 25 years of experience in wealth management, estate planning, asset protection, and retirement 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. Tuesday, October 24 6:30 pm – 8:30 pm Meeting Room ARead more

Click for Details...
27
Sep

Maximizing Social Security: MRJUD1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • Rodney Jarrell
    Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement.

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...
2
Oct

Maximizing Social Security: MDRITW1024


  • October 24, 2017
    6:30 pm - 8:30 pm

Instructor

  • Douglas Roller
    I’m an independent Investment Advisory Representative (IAR) with NTB Finanical with a fiduciary obligation to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor...

THIS EVENT HAS REACHED CAPACITY. PLEASE VISIT OUR WEBSITE AT 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. Tuesday, October 24 6:30 pm – 8:30 pmRead more

Click for Details...
2
Oct

Social Security Benefits: SMLOU1024


  • October 24, 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, October 24 6:30 pm – 8:30 pmRead more

Click for Details...
26
Sep

Don’t Worry Retire Happy: DLCPP1025


  • October 25, 2017
    6:00 pm - 8:00 pm

Instructor

  • Laurinda Curti
    Laurinda worked 15 years in small business ownership and management, accounting, and tax preparation in her native home of Cleveland, Ohio. After moving to Colorado, she completed her Bachelor of Arts in Education from Regis University in 2007. Later, she was introduced to the financial service industry and became licensed with Transamerica Financial Advisors where...

This two-hour class will help students understand how to fill the income gap with “Paychecks,” and give them “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 into place that not only meets Read more

Click for Details...
29
Aug

Social Security Benefits: SSSLH1025


  • October 25, 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…

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...
5
Sep

Maximizing Social Security: MDLHI1025


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

Click for Details...
1
Sep

Maximizing Social Security: MDLHI1026


  • October 26, 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, October 26, 2017 6:30 pm – 8:30 pmRead more

Click for Details...
20
Sep

Social Security Benefits: SCPLAH1026


  • October 26, 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. Thursday, October 26, 2017 6:30 pm – 9:00 pm *Confirmation email sent one week prior to class with room numberRead more

Click for Details...
20
Sep

How Not to Run out of Money In Retirement: WTSJJC1026


  • October 26, 2017
    6:30 pm - 8:30 pm

Instructor

  • tom shankland
    Tom Shankland
    Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance…

This two hour educational course designed exclusively for women will address retirement planning issues that are unique to women, 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 Read more

Click for Details...
21
Sep

Maximizing Social Security: MWSSCC1026


  • October 26, 2017
    6:30 pm - 8:30 pm

Instructor

  • Winston
    Winston Stevenson
    Winston P. Stevenson is a native of Buffalo, NY. He is a graduate of Western Kentucky University in Bowling Green, KY. He has been an active producer in the financial services industry since 1985…

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, October 26 6:30 pm – 8:30 pmRead more

Click for Details...
21
Sep

Maximizing Social Security: MAACC1026


  • October 26, 2017
    6:30 pm - 8:30 pm

Instructor

  • Anthony Aulffo
    Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.

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, October 26 6:30 pm – 8:30 pmRead more

Click for Details...
21
Sep

Conservative Retirement Planning: CRMNC1026


  • October 26, 2017 - November 9, 2017
    6:30 pm - 8:45 pm

Instructor

  • miller
    Rick Miller
    Rick Miller, CPA, MBA has over 20 years of educational experience. His passion is making complicated financial topics easy to understand and apply for all students and those who desire to learn more about their financial options…

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...
21
Sep

Social Security Benefits: SJPPP1026


  • October 26, 2017
    6:30 pm - 8:30 pm

Instructor

  • pickard
    John Pickard
    John is a Certified Financial Planner® and President of Webb Pickard Insurance & Investment Services, Inc. As an instructor for Adult Financial Education Services (AFES), he brings over 25 years of experience in wealth management, estate planning, asset protection, and retirement 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. Thursday, October 26 6:30 pm – 8:30 pm Meeting Room BRead more

Click for Details...
26
Sep

Maximizing Social Security: MJWKS1026


  • October 26, 2017
    6:30 pm - 8:30 pm

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 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...
26
Sep

Social Security Benefits: SLTSJ1026


  • October 26, 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. Space is limited. Pre-registration is required. Thursday, October 26 6:30 pm – 8:30 pmRead more

Click for Details...
27
Sep

Maximizing Social Security: MRJUD1026


  • October 26, 2017
    6:30 pm - 8:30 pm

Instructor

  • Rodney Jarrell
    Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement.

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...
2
Oct

Social Security Benefits: SMLOU1026


  • October 26, 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, October 26 6:30 pm – 8:30 pmRead more

Click for Details...
21
Sep

CONSERVATIVE RETIREMENT PLANNING: CRGRC1027


  • October 27, 2017 - November 3, 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…

A 2-session classroom course that teaches simple steps you can take that will help you plan for the retirement you want tomorrow. Friday Evenings October 27 and November 3 6:00 pm – 8:30 pm 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 Read more

Click for Details...
20
Sep

CONSERVATIVE RETIREMENT PLANNING: CRKED1028


  • October 28, 2017 - November 4, 2017
    9:00 am - 12:00 pm

Instructor

  • Richard Keppler
    Richard has over 30 years of financial services experience. In 1978 he began his financial services career in Seattle and then was promoted to positions in San Francisco and New York. He has earned numerous awards and acknowledgements for his achievements including national speaking engagements and a Presidential Commendation for Community Service.

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. 2 Session Series Saturday, October 28, 2017 Saturday, November 4, 2017 9:00 am – 12:00 pmRead more

Click for Details...
27
Sep

Maximizing Social Security: MKWGV1028


  • October 28, 2017
    9:00 am - 11:30 am

Instructor

  • Walbridge
    Ken Walbridge
    Taxes, fees and other risk factors, are big erodes of family wealth. By not adequately addressing and not permanently solving these risk factors, can later bring worry…

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...
20
Sep

Social Security Benefits: SCPPV1028


  • October 28, 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. Saturday, October 28 9:30 am – 12:00 noon *confirmation email sent one week before class with room numberRead more

Click for Details...
26
Sep

Maximizing Social Security: MJWKS1028


  • October 28, 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 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...
2
Oct

Maximizing Social Security: MDRITW1028


  • October 28, 2017
    9:30 am - 11:30 am

Instructor

  • Douglas Roller
    I’m an independent Investment Advisory Representative (IAR) with NTB Finanical with a fiduciary obligation to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor...

THIS CLASS HAS REACHED CAPACITY. PLEASE VISIT 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. Saturday, October 28 9:30 am – 11:30 amRead more

Click for Details...
21
Sep

CONSERVATIVE RETIREMENT PLANNING: CRGRC1028


  • October 28, 2017 - November 4, 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…

A 2-session classroom course that teaches simple steps you can take that will help you plan for the retirement you want tomorrow. Saturday Mornings October 28 and November 4 10:00 am – 1:00 pm Total tuition is $49 of which $24 is paid by check or online, and $25 is paid by separate check and donated to Read more

Click for Details...
26
Sep

Social Security Benefits: SLTSJ1028


  • October 28, 2017
    10:00 am - 12:00 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. Space is limited. Pre-registration is required. Saturday, October 28 10:00 am – 12:00 pmRead more

Click for Details...
3
Oct

Your Dream Retirement: YJWKS1031


  • October 31, 2017
    6:30 pm - 8:30 pm

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...
21
Sep

Social Security Benefits: SSSHP1102


  • November 2, 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. Thursday, November 2 6:30 pm – 7:30 pm This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend.Read more

Click for Details...
27
Sep

Maximizing Social Security: MKWGV1102


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

Instructor

  • Walbridge
    Ken Walbridge
    Taxes, fees and other risk factors, are big erodes of family wealth. By not adequately addressing and not permanently solving these risk factors, can later bring worry…

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...
3
Oct

Principals of Retirement Planning: PJPJPL1102


  • November 2, 2017
    6:30 pm - 8:30 pm

Instructor

  • joe-pizzolato-2
    Joseph Pizzolato
    Joseph Pizzolato is a Senior Advisor for Summit Financial, LLC*. His career in the financial arena spans over 32 years and during that time he has worked with retirees, executives, and business owners…

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...
9
Oct

Your Dream Retirement: YRJUD1102


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

Instructor

  • Rodney Jarrell
    Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for 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...
12
Oct

Maximizing Social Security: MJVDC1107


  • November 7, 2017
    6:15 pm - 8:45 pm

Instructor

  • Jeff Viveros
    Jeffrey M. Viveros is the President of Strategic Financial Services. Jeff has been helping people become educated on their financial options for over 29 years. To forward his mission of bringing education and knowledge to American retirees and pre-retirees Jeff was involved with his brother in founding Educators Financial Services and Safe Harbor Financial...

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...
21
Sep

Social Security Benefits: SSSAH1107


  • November 7, 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. Tuesday, November 7 6:30 pm – 7:30 pm This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend.Read more

Click for Details...
10
Oct

Social Security Benefits: SJDMV1107


  • November 7, 2017
    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...
21
Sep

Social Security Benefits: SSSHP1108


  • November 8, 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. Wednesday, November 8 6:30 pm – 7:30 pm This is a COMPLIMENTARY workshop and is offered FREE of charge, but YOU MUST REGISTER in order to attend.Read more

Click for Details...
3
Oct

Principals of Retirement Planning: PJPJPL1108


  • November 8, 2017
    6:30 pm - 8:30 pm

Instructor

  • joe-pizzolato-2
    Joseph Pizzolato
    Joseph Pizzolato is a Senior Advisor for Summit Financial, LLC*. His career in the financial arena spans over 32 years and during that time he has worked with retirees, executives, and business owners…

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...
17
Oct

Social Security Benefits: SJFKCL1109


  • November 9, 2017
    6:00 pm - 8:00 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, November 9, Meeting Room A 6:00 pm Read more

Click for Details...
12
Oct

Maximizing Social Security: MJVDC1111


  • November 11, 2017
    9:30 am - 12:00 pm

Instructor

  • Jeff Viveros
    Jeffrey M. Viveros is the President of Strategic Financial Services. Jeff has been helping people become educated on their financial options for over 29 years. To forward his mission of bringing education and knowledge to American retirees and pre-retirees Jeff was involved with his brother in founding Educators Financial Services and Safe Harbor Financial...

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
Oct

Social Security Benefits: SLTSA1111


  • November 11, 2017
    10:00 am - 12:00 pm

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
Oct

Social Security Benefits: SSSAP1114


  • November 14, 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…

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...
10
Oct

Principles of Retirement Planning: PPLLY1114


  • November 14, 2017 - November 21, 2017
    6:30 pm - 9:00 pm

Instructor

  • lyman
    Patrick Lyman
    Patrick T. Lyman, CAS, CSA, LUTCF, RFC, RHU, is the CEO/Managing Partner and President of Compass Financial Partners, LLC, an independent insurance and investment consulting firm…

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...
12
Oct

Social Security Benefits: SLTSA1114


  • November 14, 2017
    6:30 pm - 8:30 pm

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
Oct

Social Security Benefits: SSSAP1115


  • November 15, 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…

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...
17
Oct

Social Security Benefits: SJFKCL1118


  • November 18, 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, November 18, Meeting Room B 10:30 am Read more

Click for Details...