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 Social Security Retirement Planning Workshops


If you’ve worked hard and saved for retirement, but still plan on using Social Security to fund some of your retirement, knowing the ins and outs could mean tens of thousands of extra dollars. At our Social Security workshops, you’ll learn:

  • The ideal time to apply (changes are coming!)
  • Important information about spousal benefits
  • How to carefully time your 401(k) withdrawals
  • When to delay, when to file early, and why?
  • Tax implications that could save you thousands
  • And much, much more…

Social Security has gotten a lot more complicated. Once you apply, there’s no turning back. Make the right call the first time when you attend one of our FREE, 60-minute Social Security retirement workshops in West Chester-Liberty, Loveland, and Erlanger. Space is limited, so sign up now.

Liberty Center 6:30-7:30 PM Tuesday, March 20th Register Now (SOLD OUT)

Receptions Loveland 6:30-7:30 PM Thursday, March 22nd Register Now

Receptions Erlanger 10:00-11:00 AM Saturday, March 24th Register Now