Social Security: The Rule of 5
A Complete Planning Workshop
Join us to discover the critical rules to consider when factoring Social Security into your overall financial plan for today—and tomorrow.
At our live, local workshop, you’ll learn:
- How to determine your retirement income needs
- Social Security considerations and tactics to plan the best time to begin claiming your benefits
- Understanding how Social Security is taxed
- What potential changes could affect the program and your benefits
- Key planning strategies to help maximize your retirement income
Available Dates
Thursday, March 30th | 6:45 p.m. | Campbell, CA | REGISTER NOW
Saturday, April 1st | 11 a.m. | Walnut Creek, CA | REGISTER NOW
Wednesday, March 22nd | 6:45 p.m. | Roseville, CA | REGISTER NOW
Thursday, March 23rd | 6:45 p.m. | Folsom, CA | REGISTER NOW
Saturday, March 25th | 11 a.m. | Sacramento, CA | REGISTER NOW
Saturday, March 25th | 11 a.m. | Highlands Ranch, CO | REGISTER NOW
Wednesday, March 29th | 6:45 p.m. | Blue Ash, OH | REGISTER NOW
Thursday, March 30th | 6:45 p.m. | West Chester, OH | REGISTER NOW
Saturday, April 1st | 11 a.m. | Hebron, KY | REGISTER NOW
Best in Class Advisors
NBRI3
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30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
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$14 Billion
Assets Under Management4
9th in AUM Growth
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