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Hosted by Caruthers Tax & Financial Solutions, the series of events through our seminars and workshops is offered complimentary to our community. Stay informed about today's economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Live Events
Events in October–November 2025
- There are no events scheduled during these dates.
Live Webinars
Events in October–November 2025
October 18, 2025 (1 event)
October 18, 2025This course provides fundamental working knowledge of the Social Security benefit program as it applies to retirement planning. You will gain access to information addressing the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.
In this 60-minute presentation, we will be covering:
- The system’s complexities and why making the right claiming decisions is crucial.
- Social Security’s role in retirement income planning.
- The monetary consequences and benefits of claiming early versus delaying.
- The key spousal decisions and benefits surrounding marriage, divorce, survivorship, and guardianship.
- Benefit structures that combat inflation but potentially increase tax liabilities.
CLICK HERE TO REGISTER!
November 8, 2025 (1 event)
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November 8, 2025Annuities are one of the most talked about financial products in the marketplace, and quite possibly one of the most misunderstood. They can play a powerful role in funding one’s retirement, but sometimes they aren’t a suitable fit. This educational workshop is designed to provide you with critical information so that you can make an informed decision for your financial future.
In this 60-minute presentation, we will be covering:
- Why individuals purchase annuities
- The difference between variable and fixed index annuities
- How variable versus income-focused fixed index annuities differ
- Other strategies for protecting your money that don’t involve annuities
CLICK HERE TO REGISTER!
