FREE Social Security Retirement Planning Workshops

If you’ve worked hard and saved for retirement, but still plan on using Social Security to fund some of your retirement, knowing the ins and outs could mean tens of thousands of extra dollars. At our Social Security workshops, you’ll learn:

  • The ideal time to apply (changes are coming!)
  • Important information about spousal benefits
  • How to carefully time your 401(k) withdrawals
  • When to delay, when to file early, and why?
  • Tax implications that could save you thousands
  • And much, much more…

Social Security has gotten a lot more complicated. Once you apply, there’s no turning back. Make the right call the first time when you attend one of our FREE, 75-minute Social Security retirement workshops in Denver, Broomfield, Lakewood, and Highlands Ranch. Space is limited, so sign up now.

Wednesday September 11
6:45 - 8:00 PM
Hyatt House Lakewood
Thursday September 12
6:45 - 8:00 PM
Hilton Garden Inn Highlands Ranch
Saturday September 14
11:15 - 12:30 PM
Omni Interlocken Hotel Broomfield
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1The 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. 

2Scott 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.

3As of 01/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $8 billion in total assets under management and administration. 

4Barron’s 2019 Top 50 RIA Firms. 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.

✢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. 

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