25
Apr

Social Security Benefits: SMSDLM0523

Event Phone: 513-532-3390


  • May 23, 2018
    5:30 pm - 7:30 pm

Instructor

  • Mark Schnizer
    Mark Schnizer has been in the insurance and financial services profession since 1988. Mark spent 22 years with the John Hancock Financial Network. During his tenure, Mark focused on assisting clients with their long-term care planning needs and estate protection.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount Read more

7
May

Your Dream Retirement: YDHRHL0524


  • May 24, 2018
    6:30 pm - 8:30 pm

Instructor

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

21
May

Principles of Retirement Planning: PLKDTC0524


  • May 24, 2018
    6:30 pm - 8:30 pm

Instructor

  • Larry Kallevig
    Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business -- it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.

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

8
May

Maximizing Social Security: MJPMS0605

Event Phone: 615-398-6630


  • June 5, 2018
    6:30 pm - 8:30 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…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

11
May

Maximizing Social Security: MAACCC0606

Event Phone: (833) 700-7796


  • June 6, 2018
    6:30 pm - 8:30 pm

Instructor

  • Anthony Aulffo
    Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MWSWU0607


  • June 7, 2018
    6:15 pm - 8:50 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

8
May

Maximizing Social Security: MJPMS0607

Event Phone: 615-398-6630


  • June 7, 2018
    6:30 pm - 8:30 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…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

11
May

Maximizing Social Security: MAACCC0607

Event Phone: (833) 700-7796


  • June 7, 2018
    6:30 pm - 8:30 pm

Instructor

  • Anthony Aulffo
    Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MAVFIT0607

Event Phone: (844) 308-7006


  • June 7, 2018
    6:30 pm - 8:30 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MTPCAC0609

Event Phone: 424-581-0098


  • June 9, 2018
    9:30 am - 11:30 am

Instructor

  • penland
    Tom Penland
    Tom said, “In large part, I owe success to treating others the way I want to be treated.” Further he feels, “The best things I can give to my students are the benefit of my knowledge, honesty, simplicity, and the understanding that we all deserve to make our own choices…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MAVFIT0609

Event Phone: (844) 308-7006


  • June 9, 2018
    9:30 am - 12:00 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

15
May

Maximizing Social Security: MJGMSTC0611

Event Phone: (844) 323-0425


  • June 11, 2018
    6:00 pm - 8:00 pm

Instructor

  • Jason Glisczynski
    Jason, co-founder of Silvertree, LLC. is an independent Investment Advisor Representative and fiduciary. Jason is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

7
May

Conservative Retirement Planning: CBDWT0611

Event Phone: 919-289-1865


  • June 11, 2018 - June 18, 2018
    6:30 pm - 8:30 pm

Instructor

  • Brian DeBruin
    A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. 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 Read more

2
May

Maximizing Social Security: MWSWU0612


  • June 12, 2018
    6:15 pm - 8:50 pm

Instructor

  • Wayne Sisk
    Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MTPCAC0612

Event Phone: 424-581-0098


  • June 12, 2018
    6:30 pm - 8:30 pm

Instructor

  • penland
    Tom Penland
    Tom said, “In large part, I owe success to treating others the way I want to be treated.” Further he feels, “The best things I can give to my students are the benefit of my knowledge, honesty, simplicity, and the understanding that we all deserve to make our own choices…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

7
May

Conservative Retirement Planning: CBDWT0612

Event Phone: 919-289-1865


  • June 12, 2018 - June 19, 2018
    6:30 pm - 8:30 pm

Instructor

  • Brian DeBruin
    A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role...

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. 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 Read more

9
May

Maximizing Social Security: MBTMU0612


  • June 12, 2018
    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, …

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MAVGC0612

Event Phone: (844) 308-7006


  • June 12, 2018
    6:30 pm - 8:30 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Conservative Retirement Planning: CMMNSE0612


  • June 12, 2018 - June 26, 2018
    6:30 pm - 8:30 pm

Instructor

  • Mark Marrazzo
    Mark Marrazzo is the President and Founder of Total Resource Financial. As president, his role is to oversee all of the firm’s operations to ensure that clients receive outstanding service and proper financial guidance. Mark was born and raised in Chicago, IL. He was introduced to the financial industry by his step father as a young child. Following his dad’s advice, Mark attained his first license at the early age of 19 years old and hasn’t stopped learning since.

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. 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 Read more

17
May

Maximizing Social Security: MGOKSU0612

Event Phone: (833) 706-5427


  • June 12, 2018
    6:30 pm - 8:00 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.)…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

21
May

Maximizing Social Security: MRSACC0612

Event Phone: (844) 348-5600


  • June 12, 2018
    6:30 pm - 8:55 pm

Instructor

  • Robert C. Smith
    A veteran of the financial services industry, Robert Smith has dedicated his career to helping people enhance their financial freedom. As founder of RCS Wealth Management, he draws on over 30 years of experience at leading institutional firms including Merrill Lynch, F.N. Wolf & Co., RAF Financial, Wedbush Morgan, Wachovia, and many others.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

15
May

Maximizing Social Security: MJGMSTC0613

Event Phone: (844) 323-0425


  • June 13, 2018
    6:00 pm - 8:00 pm

Instructor

  • Jason Glisczynski
    Jason, co-founder of Silvertree, LLC. is an independent Investment Advisor Representative and fiduciary. Jason is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Conservative Retirement Planning: CMMNSE0614


  • June 14, 2018 - June 28, 2018
    6:30 pm - 8:30 pm

Instructor

  • Mark Marrazzo
    Mark Marrazzo is the President and Founder of Total Resource Financial. As president, his role is to oversee all of the firm’s operations to ensure that clients receive outstanding service and proper financial guidance. Mark was born and raised in Chicago, IL. He was introduced to the financial industry by his step father as a young child. Following his dad’s advice, Mark attained his first license at the early age of 19 years old and hasn’t stopped learning since.

This comprehensive course addresses the biggest concerns and challenges most Americans face when planning for retirement. 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 Read more

17
May

Maximizing Social Security: MGOKSU0614

Event Phone: (833) 706-5427


  • June 14, 2018
    6:30 pm - 8:00 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.)…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

21
May

Maximizing Social Security: MRSACC0614

Event Phone: (844) 348-5600


  • June 14, 2018
    6:30 pm - 8:55 pm

Instructor

  • Robert C. Smith
    A veteran of the financial services industry, Robert Smith has dedicated his career to helping people enhance their financial freedom. As founder of RCS Wealth Management, he draws on over 30 years of experience at leading institutional firms including Merrill Lynch, F.N. Wolf & Co., RAF Financial, Wedbush Morgan, Wachovia, and many others.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

17
May

Maximizing Social Security: MJOWCCGL0616

Event Phone: (833) 884-5371


  • June 16, 2018
    9:00 am - 11:00 am

Instructor

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MSRSCN0616

Event Phone: 702-843-0541


  • June 16, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

9
May

Maximizing Social Security: MBTMU0616


  • June 16, 2018
    9:30 am - 11:45 am

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, …

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MAVGC0616

Event Phone: (844) 308-7006


  • June 16, 2018
    9:30 am - 12:00 pm

Instructor

  • Velten
    AUGUST VELTEN
    August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

15
May

Maximizing Social Security: MTSVACEC0618

Event Phone: (844) 294-4915


  • June 18, 2018
    6:00 pm - 8:00 pm

Instructor

  • Thomas Swan
    My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists. I am a full service financial advisor specializing in Retirement Income Planning. I have two conveniently located offices in Ventura and Westlake Village.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MMBMHU0619

Event Phone: (833) 761-1970


  • June 19, 2018
    6:30 pm - 8:30 pm

Instructor

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

17
May

Maximizing Social Security: MJOWCCGL0619

Event Phone: (833) 884-5371


  • June 19, 2018
    6:30 pm - 8:30 pm

Instructor

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

21
May

Maximizing Social Security: MJJMDKC0619


  • June 19, 2018
    6:30 pm - 8:30 pm

Instructor

  • Jose Jimenez
    Jose Jimenez, LACP. Jose is the President of All Star Capital Group, Inc. Located in Miami, Florida. Jose began his career in the Financial Services Industry 22 years ago and is a member of various professional organizations, including MDRT, NAIFA and NTSA.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

21
May

Maximizing Social Security: MJJMDKC0620

Event Phone: (844) 351-9745


  • June 20, 2018
    6:30 pm - 8:30 pm

Instructor

  • Jose Jimenez
    Jose Jimenez, LACP. Jose is the President of All Star Capital Group, Inc. Located in Miami, Florida. Jose began his career in the Financial Services Industry 22 years ago and is a member of various professional organizations, including MDRT, NAIFA and NTSA.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MSRCSN0621

Event Phone: 702-843-0541


  • June 21, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

14
May

Maximizing Social Security: MMBMHU0621

Event Phone: (833) 761-1970


  • June 21, 2018
    6:30 pm - 8:30 pm

Instructor

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MSRCSN0623

Event Phone: 702-843-0541


  • June 23, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

15
May

Maximizing Social Security: MTSVACEC0626

Event Phone: (844) 294-4915


  • June 26, 2018
    6:00 pm - 8:00 pm

Instructor

  • Thomas Swan
    My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists. I am a full service financial advisor specializing in Retirement Income Planning. I have two conveniently located offices in Ventura and Westlake Village.

leadFor many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

2
May

Maximizing Social Security: MSRCSN0628

Event Phone: 702-843-0541


  • June 28, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

22
May

Maximizing Social Security: MSRSL0712


  • July 12, 2018
    6:00 pm - 7:30 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

11
Apr

Maximizing Social Security: MDLHI0713

Event Phone: 501-218-8880


  • July 13, 2018
    6:00 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.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

22
May

Maximizing Social Security: MSRSL0714


  • July 14, 2018
    10:30 am - 12:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

22
May

Maximizing Social Security: MSRSL0719


  • July 19, 2018
    6:30 pm - 8:00 pm

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more

22
May

Maximizing Social Security: MSRSL0721


  • July 21, 2018
    9:30 am - 11:00 am

Instructor

  • Steven Roeth
    Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in...

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your Read more