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Educational Offerings

Providing Opportunities

To Maximize Your Understanding

Financial education can begin even before becoming a client. We offer informative seminars that introduce our way of thinking and capabilities as a firm. These seminars are often presented alongside other local financial advisors.

We cover a variety of financial topics during our discussions but the topic of Social Security planning and claiming strategies draws strong interest among those focused on retirement.

Questions Typically Asked Include:

  • When should I apply for Social Security?
  • How much can I expect to receive and how can I maximize my benefits?
  • Will Social Security be enough to live on during retirement?
  • How do spousal benefits work?
  • What are survivor benefits?
  • How can I minimize taxes on Social Security benefits?

Interested in learning more about our upcoming educational seminars?