Our Educational Events
RSVP Your Spot
Our educational workshops are designed to empower you toward taking the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.
UPCOMING EVENTS
Events in June–July 2026
July 13, 2026
July 13, 2026Location:
Glenn McNairy Branch Library
4860 Lake Jeanette Rd
Greensboro, NC 27455Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE!
July 18, 2026
July 18, 2026Location:
Kathleen Clay Edwards Library
1420 Price Park Dr
Greensboro, NC 27410Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE!
July 22, 2026
July 22, 2026Location:
Kathleen Clay Edwards Library
1420 Price Park Dr
Greensboro, NC 27410Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE!
