18
Jul

Conservative Retirement Planning: CKWNT0812


  • August 12, 2017 - August 19, 2017
    9:00 am - 1:00 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 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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18
Jul

Conservative Retirement Planning: CKWNT0815


  • August 15, 2017 - August 29, 2017
    6:00 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 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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25
Jul

Your Dream Retirement: YJWKS0819


  • August 19, 2017
    9:30 am - 11:30 am

Instructor

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

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

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28
Jul

Maximizing Social Security: MJMIT0819


  • August 19, 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 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. BACK-TO-SCHOOL SPECIAL! Tuition for this special is being waived. There is no cost to attend, but advanced registration is required. Saturday, August 19 9:30 am – 11:30 am You will be Read more

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28
Jul

Conservative Retirement Planning: CDRIW0821


  • August 21, 2017 - August 28, 2017
    6:30 pm - 9:00 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 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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27
Jun

Social Security Benefits: SSSNIU0822


  • August 22, 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, August 22 6:30 pm – 7:30 pmRead more

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25
Jul

Your Dream Retirement: YJWKS08122


  • August 22, 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...
25
Jul

Maximizing Social Security: MDLHI0822


  • August 22, 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 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

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28
Jul

How Not to Run out of Money In Retirement: WJMIT0822


  • August 22, 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 two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and safe practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues and Read more

Click for Details...
25
Jul

Maximizing Social Security: MDLHI0823


  • August 23, 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 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

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25
Jul

Maximizing Social Security: MDLHI0824


  • August 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 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...
25
Jul

Maximizing Social Security: MMTBC0824


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

Instructor

  • Mark Temmer
    For 47 years Mark A. Temmer has specialized in providing planning and guidance for those who are seeking a better lifestyle in retirement. Regardless of what your nest egg is, he can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re a typical American...

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...
28
Jul

How Not to Run out of Money In Retirement: WJMIT0824


  • August 24, 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 two hour educational course, exclusively for women, will help you to better understand your finances and teach you to design a retirement and financial plan based on sound principles and safe practices. Upon completion you will know how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues and Read more

Click for Details...
28
Jul

Conservative Retirement Planning: CDRIW0824


  • August 24, 2017 - August 31, 2017
    6:30 pm - 9:00 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 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

Click for Details...
28
Jul

Conservative Retirement Planning: CDRIW0826


  • August 26, 2017
    9:00 am - 3:00 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 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

Click for Details...
25
Jul

Maximizing Social Security: MMTBC0829


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

Instructor

  • Mark Temmer
    For 47 years Mark A. Temmer has specialized in providing planning and guidance for those who are seeking a better lifestyle in retirement. Regardless of what your nest egg is, he can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re a typical American...

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...
28
Jul

Social Security Benefits: SMLLC0829


  • August 29, 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, August 29 6:30 pm – 8:30 pmRead more

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28
Jul

Social Security Benefits: SMLLC0830


  • August 30, 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. Wednesday, August 30 6:30 pm – 8:30 pmRead more

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4
Aug

Social Security Benefits – SJDMV0831


  • August 31, 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…

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. Class will meet in room #M201 Thursday, August 31 6:30 pm – 8:30 pmRead more

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9
Aug

Maximizing Social Security: MPEMPH0905


  • September 5, 2017
    5:15 pm - 7:45 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 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...
14
Aug

Maximizing Social Security: MBBBU0905


  • September 5, 2017
    6:30 pm - 8:30 pm

Instructor

  • Sam C. "Bo" Bills, Jr.
    Bo has been a financial professional for nearly 30 years. His wide breadth of knowledge began in the tax department of KPMG Peat Marwick and continued into the corporate world where he was the Vice President of Tax and Finance for a large Nashville public company. Since 2000, Bo has been advising clients on their investments and helping them navigate their retirement years as a tactical/active money manager..

This educational class 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, September 5 6:30 pm – 8:30 pmRead more

Click for Details...
9
Aug

Maximizing Social Security: MPEMPH0907


  • September 7, 2017
    5:15 pm - 7:45 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 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...
14
Aug

Retirement Planning Course: CJDMV0907


  • September 7, 2017 - September 14, 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 Read more

Click for Details...
21
Jul

Maximizing Social Security: MKWGC0907


  • September 7, 2017
    6:30 pm - 8:30 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 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, September 7 6:30 pm – 8:30 pmRead more

Click for Details...
3
Aug

Social Security Benefits: SSSGCC0907


  • September 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. Thursday, September 7 6:30 pm – 7:30 pmRead more

Click for Details...
14
Aug

Maximizing Social Security: MBBBU0907


  • September 7, 2017
    6:30 pm - 8:30 pm

Instructor

  • Sam C. "Bo" Bills, Jr.
    Bo has been a financial professional for nearly 30 years. His wide breadth of knowledge began in the tax department of KPMG Peat Marwick and continued into the corporate world where he was the Vice President of Tax and Finance for a large Nashville public company. Since 2000, Bo has been advising clients on their investments and helping them navigate their retirement years as a tactical/active money manager..

This educational class 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, September 7 6:30 pm – 8:30 pmRead more

Click for Details...
14
Aug

Maximizing Social Security: MJMIT0907


  • September 7, 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 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, September 7 6:30 pm – 8:30 pmRead more

Click for Details...
3
Aug

Maximizing Social Security: MDWFR0909


  • September 9, 2017
    9:00 am - 11:45 am

Instructor

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

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Saturday, September 9 9:00 am – 11:45 amRead more

Click for Details...
14
Aug

Maximizing Social Security: MJMIT0909


  • September 9, 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 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, September 9 9:30 am – 11:30 amRead more

Click for Details...
21
Jul

Maximizing Social Security: MKWGC0909


  • September 9, 2017
    10:00 am - 12:00 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 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, September 9 10:00 am – 12:00 NoonRead more

Click for Details...
10
Aug

Conservative Retirement Planning: CJKSFC0912


  • September 12, 2017 - September 19, 2017
    6:00 pm - 9:00 pm

Instructor

  • John Kuykendall
    John G. Kuykendall launched GulfCoast Financial Services in 1992 in Bradenton, Florida before relocating to Lake City in 1994. President of GulfCoast Financial Services, Inc., John earned his Bachelors with the University of Florida, graduated from the School of Banking...

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 Read more

Click for Details...
11
Aug

Conservative Retirement Planning: CMBTL0912


  • September 12, 2017 - September 19, 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…

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 that you need to make informed decisions and Read more

Click for Details...
14
Aug

Retirement Planning Course: CJDMV0912


  • September 12, 2017 - September 19, 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 Read more

Click for Details...
3
Aug

Maximizing Social Security: MDWFR0912


  • September 12, 2017
    6:15 pm - 9:00 pm

Instructor

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

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Tuesday, September 12 6:15 pm – 9:00 pmRead more

Click for Details...
3
Aug

Social Security Benefits: SSSGCC0912


  • September 12, 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, September 12 6:30 pm – 7:30 pmRead more

Click for Details...
9
Aug

Maximizing Social Security: MDWIT0912


  • September 12, 2017
    6:30 pm - 8:30 pm

Instructor

  • Dan Weisenbach
    Dan is the Central Indiana area instructor for adult education courses offered under The Financial ABC´s of Retirement Planning. These courses are developed for people age 50 and older who want to better understand Wall Street and financial planning. Dan has more than 30 years of financial education experience focused on the unique needs of individuals and couples who are retired or want to retire in the near future...

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Classroom 1405 Tuesday, September 12 6:30 pm – 8:30 pmRead more

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9
Aug

Principals of Retirement Planning: PPLNE0912


  • September 12, 2017 - September 19, 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...
9
Aug

Conservative Retirement Planning – CJPPP0912


  • September 12, 2017 - September 26, 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…

Course Instructor: John Pickard 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. Tuesdays, 3-Session Class Tuesday, September 12, September 19, and September 26 6:30 Read more

Click for Details...
11
Aug

Maximizing Social Security: MMGSJ0912


  • September 12, 2017
    6:30 pm - 8:30 pm

Instructor

  • Mike Gorman
    Michael is a Certified Financial Planner®. For over 20 years in the Houston market,he has been helping people make smart financial decisions about accumulation, protection and lifetime income. Graduated from The University of Houston in 1991, he and his wife have made Houston their home since their 1985 wedding day.

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, September 12 6:30 pm – 8:30 pmRead more

Click for Details...
14
Aug

Maximizing Social Security: MRRSAU0912


  • September 12, 2017
    6:30 pm - 8:30 pm

Instructor

  • Robin Reading
    Rob Reading has assisted families in accumulating wealth throughout the Detroit area since 1989. He places great importance on distribution planning which can determine how long your money might last, how much tax you may or may not pay and when you’re gone, how much your family might keep of whatever’s left. His areas of experience include...

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, September 12 6:30 pm – 8:30 pmRead more

Click for Details...
15
Aug

Social Security Benefits: STMUNF0912


  • September 12, 2017
    6:30 pm - 8:30 pm

Instructor

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

This 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, September 12 6:30 pm – 8:30 pmRead more

Click for Details...
14
Aug

Conservative Retirement Planning: CGOKS0913


  • September 13, 2017 - September 20, 2017
    6:00 pm - 9:00 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. You will leave with a much better understanding of retirement planning and have the tools, insights, and Read more

Click for Details...
3
Aug

Social Security Benefits: SSSDPD0913


  • September 13, 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, September 13 6:30 pm – 7:30 pmRead more

Click for Details...
7
Aug

CONSERVATIVE RETIREMENT PLANNING: CWWWF0913


  • September 13, 2017 - September 20, 2017
    6:30 pm - 8:45 pm

Instructor

  • Wesley Walters
    Wesley is founder and CEO of Asset Preservation Solutions, Inc. Wesley entered the financial services industry in 1995 and quickly realized the key to successful retirement planning is to create a portfolio that will

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 2 Series Class Wednesday, September 13, 2017 Wednesday, September 20, 2017 Read more

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9
Aug

Conservative Retirement Planning – CPCFPS0913


  • September 13, 2017 - September 20, 2017
    6:30 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...

Course Instructor: Pete Conway 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. Wednesday’s 2-Session Class Wednesday, September 13 and September 20 6:30 pm – Read more

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15
Aug

Social Security Benefits: MLRTC0913


  • September 13, 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. Wednesday, September 13 6:30 pm – 9:30 pm Pre-registration is required. Payment will not be accepted at the door.Read more

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10
Aug

Conservative Retirement Planning: CJKSFC0914


  • September 14, 2017 - September 21, 2017
    6:00 pm - 9:00 pm

Instructor

  • John Kuykendall
    John G. Kuykendall launched GulfCoast Financial Services in 1992 in Bradenton, Florida before relocating to Lake City in 1994. President of GulfCoast Financial Services, Inc., John earned his Bachelors with the University of Florida, graduated from the School of Banking...

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 Read more

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21
Jul

Maximizing Social Security: MKWGC0914


  • September 14, 2017
    6:30 pm - 8:30 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 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, September 14 6:30 pm – 8:30 pmRead more

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9
Aug

Maximizing Social Security: MDWIT0914


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

Instructor

  • Dan Weisenbach
    Dan is the Central Indiana area instructor for adult education courses offered under The Financial ABC´s of Retirement Planning. These courses are developed for people age 50 and older who want to better understand Wall Street and financial planning. Dan has more than 30 years of financial education experience focused on the unique needs of individuals and couples who are retired or want to retire in the near future...

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, maximize your personal benefits, and minimize taxes. Classroom 1405 Thursday, September 14 6:30 pm – 8:30 pmRead more

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9
Aug

Conservative Retirement Planning – CPCFPS0914


  • September 14, 2017 - September 21, 2017
    6:30 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...

Course Instructor: Pete Conway 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. Thursdays, 2-Session Class Thursday, September 14 and September 21 6:30 pm – Read more

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9
Aug

Conservative Retirement Planning – CJPPP0914


  • September 14, 2017 - September 28, 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…

Course Instructor: John Pickard 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. Thursdays, 3-Session Class Thursday, September 14, September 21, and September 28 6:30 Read more

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9
Aug

Conservative Retirement Planning: CJMIT0914


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

Instructor

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

This comprehensive course 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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11
Aug

Maximizing Social Security: MMGSJ0914


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

Instructor

  • Mike Gorman
    Michael is a Certified Financial Planner®. For over 20 years in the Houston market,he has been helping people make smart financial decisions about accumulation, protection and lifetime income. Graduated from The University of Houston in 1991, he and his wife have made Houston their home since their 1985 wedding day.

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, September 14 6:30 pm – 8:30 pmRead more

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14
Aug

Maximizing Social Security: MRRSAU0914


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

Instructor

  • Robin Reading
    Rob Reading has assisted families in accumulating wealth throughout the Detroit area since 1989. He places great importance on distribution planning which can determine how long your money might last, how much tax you may or may not pay and when you’re gone, how much your family might keep of whatever’s left. His areas of experience include...

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, September 14 6:30 pm – 8:30 pmRead more

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14
Aug

Maximizing Social Security: MBSGT0914


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

Instructor

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

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Thursday, September 14 6:30 pm – 8:30 pmRead more

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15
Aug

Social Security Benefits: STMUNF0914


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

Instructor

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

This 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, September 14 6:30 pm – 8:30 pmRead more

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24
Jul

Conservative Retirement Planning: CKWGC0916


  • September 16, 2017 - September 23, 2017
    9:00 am - 1:00 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 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 Read more

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9
Aug

Conservative Retirement Planning: CJMIT0916


  • September 16, 2017 - October 16, 2017
    9:00 am - 3:00 pm

Instructor

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

This comprehensive course 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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14
Aug

Maximizing Social Security: MBSGT0916


  • September 16, 2017
    9:30 am - 11:30 am

Instructor

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

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Saturday, September 16 9:30 am – 11:30 amRead more

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15
Aug

Social Security Benefits: MLRTC0916


  • September 16, 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, September 16 9:30 am – Noon Pre-registration is required. Payment will not be accepted at the door.Read more

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17
Aug

Maximizing Social Security: MRJCL0919


  • September 19, 2017
    6:30 am - 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 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. There is no cost to attend this workshop. Registration is required to participate. Tuesday, September 19 6:30 pm – 8:30 pmRead more

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3
Aug

Social Security Benefits: SSSDPD0919


  • September 19, 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, September 19 6:30 pm – 7:30 pmRead more

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17
Aug

Conservative Retirement Planning: CBTWCC0919


  • September 19, 2017 - October 3, 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 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

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25
Jul

Maximizing Social Security: MDLHI0920


  • September 20, 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 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

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17
Aug

Conservative Retirement Planning: CBTWCC0920


  • September 20, 2017 - October 4, 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 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

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17
Aug

Maximizing Social Security: MRJCL0921


  • September 21, 2017
    6:30 am - 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 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. There is no cost to attend this workshop. Registration is required to participate. Thursday, September 21 6:30 pm – 8:30 pmRead more

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24
Jul

Conservative Retirement Planning: CKWGC0921


  • September 21, 2017 - October 5, 2017
    6:00 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 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 Read more

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25
Jul

Maximizing Social Security: MDLHI0921


  • September 21, 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 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

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15
Aug

Social Security Benefits: STMUNF0921


  • September 21, 2017
    6:30 pm - 8:30 pm

Instructor

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

This 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, September 21 6:30 pm – 8:30 pmRead more

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17
Aug

Conservative Retirement Planning: CMKOC0921


  • September 21, 2017 - October 5, 2017
    6:30 pm - 9:00 pm

Instructor

  • kelly
    Michael Kelly
    Michael P. Kelly is an instructor for Adult Financial Education Services. He is also a financial services consultant and estate planner for CLA-USA Inc…

This comprehensive, multi-session course was developed to address the biggest concerns and challenges most Americans face when planning for retirement. In these informative sessions, 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

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25
Jul

Maximizing Social Security: MDLHI0922


  • September 22, 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 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...
17
Aug

Conservative Retirement Planning: CMKOC0923


  • September 23, 2017 - October 7, 2017
    9:30 am - 12:00 pm

Instructor

  • kelly
    Michael Kelly
    Michael P. Kelly is an instructor for Adult Financial Education Services. He is also a financial services consultant and estate planner for CLA-USA Inc…

This comprehensive, multi-session course was developed to address the biggest concerns and challenges most Americans face when planning for retirement. In these informative sessions, 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

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7
Aug

CONSERVATIVE RETIREMENT PLANNING: CWWWF0923


  • September 23, 2017
    11:00 am - 3:30 pm

Instructor

  • Wesley Walters
    Wesley is founder and CEO of Asset Preservation Solutions, Inc. Wesley entered the financial services industry in 1995 and quickly realized the key to successful retirement planning is to create a portfolio that will

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 1-Session Class Saturday, September 23, 2017 11:00 am – 3:30 pmRead more

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15
Aug

Principals of Retirement Planning: PLRTC0927


  • September 27, 2017 - October 4, 2017
    6:30 pm - 9:30 pm

Instructor

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

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

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15
Aug

Principals of Retirement Planning: PLRTC0930


  • September 30, 2017 - October 7, 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 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...