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Workshops
Please call us for the upcoming dates of our Social Securities and Retirement Income Planning Workshop(s).

 Call 860-556-9296



There are many common mistakes people make when signing up for Social Security. This is your opportunity to learn little known strategies that could maximize your lifetime benefits, and the KEY FACTORS you need to know BEFORE applying for Social Security. Don’t lose tens of thousands of dollars in benefits unnecessarily. TIMING IS EVERYTHING! 

Join us for this Complimentary Educational workshop!
Admission is FREE, Seating is Limited, RSVP Today!

• Hear about little known strategies for married couples to boost benefits.
• Learn how Social Security is calculated and simple strategies that could increase your benefits.
• When should you apply for Social Security? What you don’t know could cost you!
• Determine how certain types of earnings and pensions could affect your benefits.
• It can pay to delay, but is a higher benefit at a later age worth the wait?

Not affiliated with the Social Security Administration or any other government agency.
From time to time we do local seminars for the public 
or at a place of business.

Please contact us if you would be interested in having us do a seminar for you, your friends, 
a business or a group.

If you'd like to join our email list, please send us your contact information.
For Retirees and people over age 58!

Our Asset Preservation Workshop is an educational seminar that covers important and timely information that is intended to answer the questions that many of us have in regards to our retirement futures. If married or coupled, both should attend.

Topics To Be Discussed:
  • Possibly Avoid Medicaid Trap: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without    purchasing traditional Nursing Home Insurance.
  • Learn: Facts about what is exempt from Nursing Home Attachment.
  • Taxes: How to potentially lower or eliminate taxes of Social Security, Interest Income, Capital Gains, and Taxes upon death.
  • Probate: Trusts, Lawsuits, and Legal Issues
  • Banks: Advantages and Disadvantages

For more details​ about our next workshop, please call.
Asset Preservation Workshop
Social Security Retirement Workshop

 Call if you are interested in attending one of our future APW's! 860-556-9396