We can’t wait to see you.
Join Us For An Event
Click on an event for more information.
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 September–October 2025
- There are no events scheduled during these dates.
Live Webinars
Events in September–October 2025
September 20, 2025 (1 event)
September 20, 2025The main objective of this course is to educate you on the importance of protecting the income that you need in retirement, so you can maximize your income for the things you want.
In this 60-minute presentation, we will be covering:
-
Discover which retirement concerns you identify with.
-
Understand how to help protect income for what you need in retirement.
-
Identify 5 risks to protected income.
-
Translate potential retirement risks into retirement planning strategies.
-
Implement action steps towards protected income
REGISTER HERE
-
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!
