Federal Retirement Impact Workshop
Tuesday, June 2, 2026
9:00 a.m. - 4:00 p.m.
Cleveland, OH
The Aviator - 20920 Brookpark Rd., Cleveland, Ohio 44135
Social Security Benefit Options
May 12, 2026
6:00 p.m. - 7:00 p.m.
Avon, OH
Lorain Public Library - Avon Branch Meeting Room 153
Register for this free workshop today to learn more about how to help maximize your social security benefits.
Taxes in Retirement
May 11, 2026
6:00 p.m. - 7:00 p.m.
Avon, OH
Lorain Public Library - Avon Branch Meeting Room 153
Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.
Estate Planning
May 7, 2026
6:00 p.m. - 7:00 p.m.
St. Augustine, FL
First Coast Technical College - Building C, Culinary Theatre
Reserve your spot for this free educational workshop and explore how estate planning may help you make more informed decisions about your financial legacy.
Estate & Tax Planning Simplified
May 7, 2026
6:30 p.m. - 7:30 p.m.
Fremont, OH
Terra State Community College - The Neeley Center
Sign up for this free workshop to gain a general understanding of estate and tax planning and how these strategies may apply to your individual financial situation.
Estate & Tax Planning Simplified
May 6, 2026
6:30 p.m. - 7:30 p.m.
Fremont, OH
Terra State Community College - The Neeley Center
Sign up for this free workshop to gain a general understanding of estate and tax planning and how these strategies may apply to your individual financial situation.
Woman's Worth Financial Dinner Seminar
April 23, 2026
6:00 p.m. - 7:00 p.m.
Jacksonville, FL
Season's 52
Whether you're 55, approaching retirement, running your own business, or navigating life after divorce or loss, this evening could help you inform your financial future! Imagine living to 85, 95, or beyond, with health and wealth to truly enjoy every single year. That's not a dream. It takes a plan.
Women today are leading businesses, managing careers, and caring for families—all while preparing for longer life expectancies, career interruptions, and evolving financial goals. That’s why we take a holistic approach, helping you build, protect, and maximize your wealth at every stage.
Woman's Worth Financial Dinner Seminar
April 21, 2026
6:00 p.m. - 7:30 p.m.
Jacksonville, FL
Season's 52
Whether you're 55, approaching retirement, running your own business, or navigating life after divorce or loss, this evening could help you inform your financial future! Imagine living to 85, 95, or beyond, with health and wealth to truly enjoy every single year. That's not a dream. It takes a plan.
Women today are leading businesses, managing careers, and caring for families—all while preparing for longer life expectancies, career interruptions, and evolving financial goals. That’s why we take a holistic approach, helping you build, protect, and maximize your wealth at every stage.
Essentials of Estate Planning
April 16, 2026
6:00 p.m. - 7:00 p.m.
Palm Coast, Florida
Palm Coast Community Center (Waterfront Room 116)
This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones. Upon completion, you will know how to properly protect your assets from probate and spend down, and take advantage of little-known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.
Taxes in Retirement
April 14, 2026
6:00 p.m. - 7:00 p.m.
Palm Coast, Florida
Palm Coast Community Center (Waterfront Room 116)
Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.