Events & Speaking Engagements

Savvy Social Security Planning Workshop
Presented on behalf of The Society for Financial Awareness

February 13, 2012

Miller Library (Ellicott City)

7:00-9:00 p.m.

There is more to Social Security than meets the eye. At this free workshop you will learn the following and much more:

         
  • 5 factors to consider for deciding when to start taking benefits
  • Health of the system and whether benefits are likely to change
  • Innovative strategies for coordinating benefits with your spouse
  • How to coordinate benefits with other sources of income
  • How to minimize taxes on your benefits
  • Special rules on benefits for divorced spouses
Registration Required
Click to Register Online

 

Retirement & Estate Planning Workshop

March 6-8, 2012

Historic Oakland Manor, Columbia MD

          Day 1: Laboring Over Long-Term Care Insurance
          Day 2: Examining Estate Planning
          Day 3: Maximizing Retirement Income

Click for Registration and More Details