Workshops

Free Financial Planning Workshops

Not a sales seminar, our workshop series will clearly explain many of the important decisions you need to consider before developing a personalized financial plan.

FREE Retirement Planning Workshops - 2019

 

SOCIAL SECURITY - MARCH 2019 

One of the most common questions good savers have is: "What about Social Security?" 

Did you know that Social Security filing mistakes could cost you thousands of dollars? Don't let mistakes ruin your hard work!

At this FREE event, you’ll learn:

  • The best time to file (everyone is unique)
  • How to blend 401(k) or IRA income
  • When your spouse should file
  • Tax considerations to make
  • Legislative risks to the program
  • And more!

Social Security is one of the most complex aspects of retirement. Filing at the appropriate time could mean thousands of extra dollars in income down the line.

See for yourself why hundreds of Tri-State pre-retirees have made this workshop our most popular educational event!

  BLUE ASH

Thursday, March 21, 2019 | 6:45pm to 8:00pm (Click here to register)

Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241

 

FLORENCE

Saturday, March 23, 2019 | 11:15am to 12:30pm (Click here to register) 

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042

 

 

RETIREMENT SYMPOSIUM - SATURDAY, MAY 11, 2019 (10am-4pm)

Tangeman University Center at The University of Cincinnati

The Largest Retirement-Focused Event of 2019

Every day, 10,000 people leave the workforce. Some voluntarily retire, while others are forced to quit work due to downsizing or health concerns. While some people call the day they retire the greatest of their lives, others live in fear of what they’ll face on the “other side.”

Which are you going to be? We can help.

Join us once we become Allworth Financial for a day-long series of educational presentations, speakers and retirement-focused events, all designed with a single purpose: to help you retire better.

An Event Ticket Will Get You:

--Unlimited access to the full-day event
--Four of the region's most popular retirement focused presentations:

  • The 7 Steps for Retirement Planning
  • Retiree Beware!
  • Life in Retirement
  • Social Security Essentials

--A delicious lunch with refreshments
--The opportunity to meet with:

  • CPAs
  • Estate Planning Attorneys
  • Financial Advisors
  • Long-term Care Representatives
  • Loan Services
  • Health Plan Advisors

Register Now!