Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […] ...

Hosted By: Dave Balakrishnan CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years. ...

Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […] ...

Hosted By: Dave Balakrishnan, CFP®, AIF® Topics discussed will be: what are the new rules regarding RMD’s?  What happens to my IRA when I die?  How can I minimize taxes on my withdrawals?  How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation?  5 “savvy” strategies for getting the […] ...

Hosted by: Charles Curry, MBA, CFP®, AIF® Appropriate for those concerned with the rising cost of Long-Term Care and looking for smart approaches to plan for this cost. While many people understand the basic idea that some retirees may need long-term care, planning for it is often confusing and overlooked. Topics will include, what is […] ...