17
Mar

CONSERVATIVE RETIREMENT PLANNING: CLRSPC0315


  • March 15, 2017 - March 29, 2017
    6:00 pm - 9:00 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…

Course Instructor: Lori Reaves Aspiotes This course will provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage risk and create an income Read more

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15
Mar

CONSERVATIVE RETIREMENT PLANNING: CLRSPC0318


  • March 18, 2017 - April 1, 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 will provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage risk and create an income stream for the retirement Read more

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15
Mar

CONSERVATIVE RETIREMENT PLANNING: CRGRC0318


  • March 18, 2017 - March 25, 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

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16
Mar

CONSERVATIVE RETIREMENT PLANNING: CPLLY0321


  • March 21, 2017 - March 28, 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 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. 2 Session Course Tuesday, March 21, 2017 Tuesday, March 28, 2017Read more

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16
Mar

CONSERVATIVE RETIREMENT PLANNING: CJDMV0323


  • March 23, 2017 - March 30, 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, insights, and strategies Read more

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16
Mar

SOCIAL SECURITY BENEFITS: SSSNIU0323


  • March 23, 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 EVENT HAS 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. Thursday, Read more

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16
Mar

HOW NOT TO RUN OUT OF MONEY: WKRFAU0323


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

Instructor

  • karen
    Karen Roberts
    Karen is a Wealth Planning Specialist and owner of The Emerald Financial Group located in Deerfield Beach, Florida. The philosophy of the Emerald Financial Group is to “Live for Today, Plan for Tomorrow.” Using a hands‐on approach, we educate and empower women and our clients to take control of their financial futures….

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 Read more

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16
Mar

MAXIMIZING SOCIAL SECURITY: MJPJPL0323


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

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16
Mar

SOCIAL SECURITY BENEFITS: SMDWGL0325


  • March 25, 2017
    9:30 am - 11:00 am

Instructor

  • mike
    Michael Dunlap
    Mike Dunlap has been assisting pre-retirees and retirees since 1993. He has taught thousands of people how to grow, preserve and distribute their assets during retirement years without the worry of ever running out of money…

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, March 25, 2017 9:30 am – 11:00 amRead more

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16
Mar

HOW NOT TO RUN OUT OF MONEY: WKRFAU0325


  • March 25, 2017
    9:30 am - 11:30 am

Instructor

  • karen
    Karen Roberts
    Karen is a Wealth Planning Specialist and owner of The Emerald Financial Group located in Deerfield Beach, Florida. The philosophy of the Emerald Financial Group is to “Live for Today, Plan for Tomorrow.” Using a hands‐on approach, we educate and empower women and our clients to take control of their financial futures….

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 Read more

Click for Details...
16
Mar

SOCIAL SECURITY BENEFITS: SSSNIU0328


  • March 28, 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, March 28 6:30 pm – 8:30 pmRead more

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16
Mar

DON’T WORRY RETIRE HAPPY: DDHNIU0328


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

Instructor

  • hicks_bio
    Debra Hicks
    Debra Hicks is an instructor with Adult Financial Education Services (AFES) as well as the President and owner of Hicks & Associates insurance Services, Inc. in Glen Ellyn since 2002. She specializes in…

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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16
Mar

SOCIAL SECURITY BENEFITS: SSSNIU0330


  • March 30, 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, March 30 6:30 pm – 8:30 pmRead more

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16
Mar

DON’T WORRY RETIRE HAPPY: DDHNIU0330


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

Instructor

  • hicks_bio
    Debra Hicks
    Debra Hicks is an instructor with Adult Financial Education Services (AFES) as well as the President and owner of Hicks & Associates insurance Services, Inc. in Glen Ellyn since 2002. She specializes in…

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...
16
Mar

MAXIMIZING SOCIAL SECURITY: MFBBU0330


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

Instructor

  • Frank-Bahr
    Frank Bahr
    Frank Bahr is a graduate of Bethel College, Secondary Education and was an educator for ProSource (Kaplan) Continuing Education classes. As a lifelong learner and educator Frank is committed to helping boomers and seniors better understand their retirement options through education…

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, March 30 6:30 pm – 8:30 pmRead more

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16
Mar

CONSERVATIVE RETIREMENT PLANNING: CRGRC0401


  • April 1, 2017 - April 8, 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...
16
Mar

CONSERVATIVE RETIREMENT PLANNING: CJDMV0404


  • April 4, 2017 - April 11, 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 easyto-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies Read more

Click for Details...
16
Mar

COPY OF SOCIAL SECURITY BENEFITS: SSSCPD0404


  • April 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. Tuesday, April 4, 2017 6:30 pm – 8:30 pmRead more

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16
Mar

MAXIMIZING SOCIAL SECURITY: MFBBU0404


  • April 4, 2017
    6:30 pm - 8:30 pm

Instructor

  • Frank-Bahr
    Frank Bahr
    Frank Bahr is a graduate of Bethel College, Secondary Education and was an educator for ProSource (Kaplan) Continuing Education classes. As a lifelong learner and educator Frank is committed to helping boomers and seniors better understand their retirement options through education…

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, April 4 6:30 pm – 8:30 pmRead more

Click for Details...
17
Mar

CONSERVATIVE RETIREMENT PLANNING: CJPMCS0404


  • April 4, 2017 - April 18, 2017
    6:30 pm - 8:45 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…
  • 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. 3 Session Course Tuesday, April 4, 2017 Tuesday, April 11, 2017 Tuesday, April 18, 2017 6:30 Read more

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17
Mar

CONSERVATIVE RETIREMENT PLANNING: CFECT0404


  • April 4, 2017 - April 18, 2017
    6:30 pm - 8:30 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. 3 Session Series Tuesday, April 4, 2017 Tuesday, April 11, 2017 Tuesday, April 18, 2017 6:30 Read more

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17
Mar

CONSERVATIVE RETIREMENT PLANNING: CJPMCS0406


  • April 6, 2017 - April 20, 2017
    6:30 pm - 8:45 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…
  • 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. 3 Session Course Thursday, April 6, 2017 Thursday, April 13, 2017 Thursday, April 20, 2017 6:30 Read more

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16
Mar

CONSERVATIVE RETIREMENT PLANNING: CRGRC0410


  • April 10, 2017 - April 17, 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...
17
Mar

SOCIAL SECURITY BENEFITS: SSSNLU0411


  • April 11, 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, April 11 6:30 pm – 8:30 pmRead more

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22
Mar

Maximizing Social Security: MAVFIT0411


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

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

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.Read more

Click for Details...
16
Mar

SOCIAL SECURITY BENEFITS: SJFLL0413


  • April 13, 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, April 13 2:30 pm – 4:30 pmRead more

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17
Mar

SOCIAL SECURITY BENEFITS: SSSNLU0413


  • April 13, 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, April 13 6:30 pm – 8:30 pmRead more

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20
Mar

CONSERVATIVE RETIREMENT PLANNING: CWWWF0413


  • April 13, 2017 - April 27, 2017
    6:30 pm - 8:45 pm

Course Instructor: Wesley Walters 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. Weeknight 3 Series Class Thursday, April 13, 2017 Tuesday, April 18, 2017 Read more

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22
Mar

Maximizing Social Security: MAVFIT0413


  • April 13, 2017
    6:30 pm - 8:30 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

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.Read more

Click for Details...
15
Mar

Conservative Retirement Planning: CMBML0314


  • April 14, 2017 - April 21, 2017
    6:00 pm - 8:45 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

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16
Mar

SOCIAL SECURITY BENEFITS: SJFLL0415


  • April 15, 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, April 15 10:30 am – 12:30 pmRead more

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20
Mar

CONSERVATIVE RETIREMENT PLANNING: CGOKS0418


  • April 18, 2017 - May 2, 2017
    6:00 pm - 9:00 am

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 6:00 pm – Read more

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22
Mar

Maximizing Social Security: MAVGC0418


  • April 18, 2017
    6:30 pm - 8:30 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

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.Read more

Click for Details...
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...
22
Mar

Maximizing Social Security: MAVGC0420


  • April 20, 2017
    6:30 pm - 8:30 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

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.Read more

Click for Details...
20
Mar

CONSERVATIVE RETIREMENT PLANNING: CWWWF0422


  • April 22, 2017
    9:15 am - 12:00 pm

Course Instructor: Wesley Walters 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. Saturday 2 Series Class April 22 and 29Read more

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22
Mar

Social Security Benefits: SCPPV0422


  • April 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.Read more

Click for Details...
20
Mar

SOCIAL SECURITY BENEFITS: SSSGCC0427


  • April 27, 2017 - April 28, 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, April 27 6:30 pm – 8:30 pmRead more

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22
Mar

Social Security Benefits: SCPLAH0427


  • April 27, 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.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...
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...
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

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