February

8:30 am: Principles of Retirement Planning

8:30 am – 9:30 am
February 14, 2026

Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

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

CLICK HERE TO REGISTER

March

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.

Mon	Tue	Wed	Thu	Fri	Sat	Sun
26	27	28	29	30	31	February 1
2	3	4	5	6	7	8
9	10	11	12	13	14 8:30 am: Principles of Retirement Planning 8:30 am: Principles of Retirement Planning 8:30 am – 9:30 am February 14, 2026 Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs. 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 CLICK HERE TO REGISTER	15
16	17	18	19	20	21	22
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

Events in February–March 2026

February

8:30 am: Principles of Retirement Planning

CLICK HERE TO REGISTER

March

8:30 am: Maximizing Social Security

REGISTER HERE

April

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