Name: Estate Planning
Start: 2026-04-11T08:30:00+00:00
End: 2026-04-11T09:30:00+00:00

8:30 am – 9:30 am
March 14, 2026

In 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

8:30 am – 9:30 am
April 11, 2026

In this 60-minute presentation, we will be covering:

Mon	Tue	Wed	Thu	Fri	Sat	Sun
23	24	25	26	27	28	March 1
2	3	4	5	6	7	8
9	10	11	12	13	14 8:30 am: Maximizing Social Security 8:30 am: Maximizing Social Security 8:30 am – 9:30 am March 14, 2026 In 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	15
16	17	18	19	20	21	22
23	24	25	26	27	28	29
30	31	April 1	2	3	4	5
6	7	8	9	10	11 8:30 am: Estate Planning 8:30 am: Estate Planning 8:30 am – 9:30 am April 11, 2026 In 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	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	May 1	2	3

Events in March–April 2026