From college courses and Social Security workshops to Dinner N Learn gatherings —join us for an upcoming educational event to learn the latest financial topics and strategies!
September 7, 2017
6:30p - 7:30p Eastern Standard Time
Lorain County Community College - Spitzer Center
This one hour educational mini course will teach you everything you need to know about Medicare and how to determine the best options for your current situation. This course will remove all of the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will effect you. Whether you are currently on Medicare or about to begin your benefits, this course will provide you with valuable information you need to know. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.
September 7, 2017
7:00p - 9:00p Eastern Standard Time
Barnes & Noble
Jason L Smith, a nationally acclaimed speaker, financial planner, coach, entrepreneur, and author will be signing copies of his new book, “The Bucket Plan”. Do you want a secure retirement, free from worry, stress, and confusion? The financial planning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Learn more about “The Bucket Plan”, the personal journey of Irene and Jerry, and author Jason L Smith. This event is free and open to the public.
September 13, 2017
6:30p - 8:30p Eastern Standard Time
Cleveland State University - Westlake Center
This two hour course offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.