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Events

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!

 

The Perfect Storm Workshop

May 3, 2017

11:30a - 1:30p Eastern Standard Time

Houlihan's

With markets at historical highs and interest rates at historical lows and volatility becoming a new normal, investors are left wondering... where can one invest today with money that will be needed sooner than later? RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

 

The Perfect Storm Workshop

May 3, 2017

6:00p - 8:00p Eastern Standard Time

Houlihan's

With markets at historical highs and interest rates at historical lows and volatility becoming a new normal, investors are left wondering... where can one invest today with money that will be needed sooner than later? RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

 

The Perfect Storm Workshop

May 4, 2017

6:00p - 8:00p Eastern Standard Time

Parker's Grille & Tavern

With markets at historical highs and interest rates at historical lows and volatility becoming a new normal, investors are left wondering... where can one invest today with money that will be needed sooner than later? RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

 

AFEA Social Security Workshop

June 1, 2017

6:30p - 8:30p Eastern Standard Time

Lorain County Community College - Spitzer 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.

 

AFEA Myths and Facts About Annuities

June 6, 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 who are preparing for retirement or are in the early stages of retirement, and are exploring the usage of annuities in their financial planning process. This course is designed to take the confusion out of understanding annuities and provide you with everything you need to know in an easy to understand format to help you determine if annuities are right for you. This course will show you how to clearly define your own retirement objectives and goals, and equip you with the knowledge and tools necessary to put your plans into action. Upon completion you will know what annuities are, where annuities fit in your planning process, how to determine which type of annuity may be best for you, and where to find them. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

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