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Join Us For An Event
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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 March–April 2026
- There are no events scheduled during these dates.
Live Webinars
Events in March–April 2026
March 14, 2026 (1 event)
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March 14, 2026In this 60-minute presentation, we will be covering:
- How Social Security can be influenced by six fundamental financial planning considerations.
- The complexities of the Social Security System and why it's crucial to make the right claiming decisions.
- The role Social Security benefits can play in overall retirement income and the importance of working to get the most out of the benefit.
- Potential monetary consequences and benefits of claiming earlier versus later.
- Key spousal decisions and benefits surrounding marriage, divorce, survivorship and guardianship.
- How Social Security is structured to help combat inflation but can potentially add to tax liabilities in retirement.
REGISTER HERE
April 11, 2026 (1 event)
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April 11, 2026In this 60-minute presentation, we will be covering:
- How to protect your assets and reduce taxation
- How to avoid probate
- The difference between revocable and irrevocable trusts
- How to control who gets what, when and how
- Common misconceptions about estate planning
- Strategies and methods available to retirees to help develop an estate plan
REGISTER HERE
