Get face-to-face
financial support.

From classrooms to libraries, join us to become equipped with the tools and support you need to move toward your retirement goals with confidence.

In-Person Seminars

4/29 & 5/1

West Chester Township, OH

An Educational Event on Social Security Strategies and Tax-Efficient Retirement Planning.

Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customiz...

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4/15

Largo, FL

An Educational Event on Reducing Taxes and Maximizing Social Security

With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Secur...

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4/23 & 4/29

‍Wyomissing, PA

RETIRE WITH CONFIDENCE: ATTEMPT TO MAXIMIZE YOUR SOCIAL SECURITY BENEFITS AND LEARN TAX-EFFICIENT RETIREMENT STRATEGIES.

With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Secur...

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10/4 & 10/9

Raleigh, NC

CONFUSED BY SOCIAL SECURITY AND MEDICARE? YOU ARE NOT ALONE

Avoid costly mistakes with your medicare & Maximize your social security

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INSIGHTS