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5 Steps to Unlocking Social Security

A Complete Planning Workshop

The Art of Retirement

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Ever wonder what the happiest of retirees do to live life to the fullest?

Join us for a special, one-night event where Allworth Financial’s founders and Money Matters Radio Show co-hosts, Scott Hanson and Pat McClain, reveal what 30 years as financial advisors have taught them about how the most successful of retirees achieve rich and meaningful lives.

End the evening by enjoying an exhilarating experience of light, music, and art, as world-renowned performance painter David Garibaldi closes our event with a portrait exploding together on stage in just minutes.

Our complete Social Security workshop delivers everything you need to consider today as you determine how Social Security fits into your overall financial plan.

One Night Only - October 19th

At The Sofia Theatre - Downtown Sacramento

Cost: FREE

Doors Open: 6:00pm
Event Begins: 6:30pm

Registration Closes: October 12th.

The Art of Retirement is an exclusive event with limited seating. Please make sure to register early.

Register Now

 

Available Dates

Learn how to:

  • Determine your retirement income needs.
  • Maximize your retirement income and benefits.
  • Evaluate the best time to start claiming your benefits.
  • Plan for Social Security taxes and why that’s important.
  • Prepare for potential program changes that could affect your benefits.

 

Secure your seat at one of our virtual workshops today.

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Available Dates

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Blue Ash, OH | Thursday, August 24th | 6:30 p.m. ET | REGISTER NOW *

Roseville, CA | Saturday, August 26th | 11:00 a.m. PT | REGISTER NOW *

 

 

 

Saturday, September 23rd | 10 a.m. PT (1 p.m. ET) | REGISTER NOW

 

 

 

 

* After clicking the Register Now link, you will be directed to an external website, which is independent of Allworth Financial, to register for the workshop. Please note that we cannot assume responsibility for the content or availability of the linked site.

5 Steps to Unlocking Social Security Webinar - Register Today

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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 7/23, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $17 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.