Our educational workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational workshops and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. 

Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Workshops

Maximize Your Social Security Benefits

At this educational workshop some of the topics you will learn are:

• The best time to begin your benefits
• Learn how to increase your benefits more than 75%
• How to reduce or eliminate taxes
• How distributions from retirement accounts can impact your benefits
• How to make the most of your Social Security benefits – whether you are married, divorced, widowed or have already filed
• Medicare Means Testing
• How to avoid paying double or triple for your Medicare Premiums

Upcoming Workshop Dates:

Our workshops are usually scheduled during the week from 6:30 p.m.-8:30 p.m.
Please contact our office at (972) 767-8370 or fill out the form below for a complete list of future workshop dates.