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Bay Area Workshops

The Complete Social Security Planning Webinar

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Simplify the facts — Maximize your benefits

April 24th, 25th, or 27th

The Complete Social Security Planning Webinar, our most popular event, delivers a comprehensive approach to planning that covers everything you need to know to maximize your benefits, retire your worries, and make the most informed planning decisions for tomorrow.

Learn:

  • How to determine your retirement income needs.
  • Filing strategies to maximize your benefit amount.
  • When and how to apply.
  • How the program is taxed.
  • Why preparing for possible legislative changes is essential.
  • Even more by participating in a post-event Q&A session!

Three April dates to choose from!

Register now for The Complete Social Security Planning Webinar!

Social security planning webinar

 

Available Dates

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Wednesday, April 24th | 12 p.m. PT (3 p.m. ET)

Thursday, April 25th | 12 p.m. PT (3 p.m. ET)

Saturday, April 27th | 10 a.m. PT (1 p.m. ET)

Our Bay Area workshops have ended, but check our main workshops page for upcoming events!

Saturday, April 6th

11 a.m.

Walnut Creek, CA

 

Embassy Suites by Hilton Walnut Creek

1345 Treat Boulevard, Walnut Creek, CA 94597

 

Register Today

Don’t see a date that works for you? Sign up to receive notifications of future workshops.

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

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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 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 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.