Workshops & Events

We have done more Social Security marketing than any other strategy.

A brief list of the topics include:

• Learn to Maximize your Social Security Benefits
• Learn how to supplement your Social Security benefits with other income sources
• Learn strategies to lower taxes on your Social Security Benefits.

Topics in this class can vary based on the advisor but this is a general retirement strategy workshop.

A brief list of the topics include:

• Changing needs in retirement
• Distribution rules for retirees
• Different types of retirement investments

This marketing strategy is designed for the advisor to discuss Retirement, Social Security and Medicare in one workshop that focuses on how to retire with both health and financial wellness.

A brief list of the topics include:

• Learn how to evaluate your own retirement situation
• Learn how to Maximize your Social Security Benefit
• Learn which Medicare Plan is right for you

We do Medicare workshops year-round, but we have found that they are more successful in the open enrollment period. With over 10,000 people turning 65 each day the market is viable.

A brief list of the topics include:

• What do Medicare parts A, B and D cover
• Learn How Medicare Advantage works
• Learn when and how to sign up for Medicare

Comparable to Medicare workshops, Tax workshops target a more specific group. We have found that folks who attend Taxes in Retirement tend to have more assets, but they are a little tougher to reach.

A brief list of the topics include:

• Learn Strategies to potentially cut your retirement income taxes
• Learn how the New Tax Reform Bill may impact your Social Security and Retirement Planning
• Learn strategies to lower taxes by having the right Distribution plan from your traditional retirement account

If you have a custom presentation that you do we can create a custom marketing campaign for your specific needs.