Upcoming Events

Start Date

Event Title

City

State

Instructor

Price

 

06/16/2026

Understanding Social Security & Medicare

New London

Connecticut

Jack Peregrim

$0

06/16/2026

Retirement Tax and Legacy Planning

Erie

Pennsylvania

Roland Kljunich

$

06/16/2026

Social Security Benefit Options- Spanish Session

Lawrence

Massachusetts

Marlen Reynoso

$0

06/16/2026

Social Security Benefit Options

New Smyrna Beach

Florida

Steven L. Rich

$0

06/16/2026

Social Security Benefit Options

Sewickley

Pennsylvania

Joshua Leonard

$0

06/16/2026

Social Security Benefit Options - Webinar

Xenia

Ohio

Mark Morris

$0

06/16/2026

Social Security Benefit Options

Longmont

Colorado

Jaris Hansen and Gary Hansen

$0

06/16/2026

Social Security Benefit Options

Meridian

Idaho

Matthew Rowley

$0

06/16/2026

Social Security Benefit Options

Maple Grove

Minnesota

Cory Zafke

$0

06/16/2026

Medicare & Planning for Long-Term Care

Winter Garden

Florida

Chris Ballard

$0

06/16/2026

Social Security Benefit Options

Elizabethtown

Kentucky

Maverick Melton

$0

06/16/2026

Social Security Benefit Options

Tarpon Springs

Florida

Alfred Costanzo and Trevor Hull

$0

06/16/2026

Social Security Benefit Options

Grayslake

Illinois

Benjamin D. Heizer and Trent Martin

$0

06/17/2026

Understanding Social Security & Medicare

Easton

Connecticut

Rodney King

$0

06/17/2026

Taxes in Retirement

Tampa

Florida

Mike Garcia

$0

06/17/2026

Social Security Benefit Options

Xenia

Ohio

Mark Morris

$0

06/17/2026

Social Security Benefit Options

East Hartford

Connecticut

Dylan Cowen

$0

06/17/2026

Essentials of Estate Planning

Roanoke

Virginia

J. Brandon Bell

$0

06/18/2026

Understanding Social Security & Medicare

Colchester

Connecticut

Jack Peregrim

$0

06/18/2026

Retirement Tax and Legacy Planning

Erie

Pennsylvania

Roland Kljunich

$

06/18/2026

Taxes in Retirement

New Smyrna Beach

Florida

Steven L. Rich

$0

06/18/2026

Social Security Benefit Options

Sewickley

Pennsylvania

Joshua Leonard

$0

06/18/2026

Social Security Benefit Options

Maple Grove

Minnesota

Cory Zafke

$0

06/18/2026

Retirement Income Planning

Winter Garden

Florida

Chris Ballard

$0

06/18/2026

Social Security Benefit Options

Manchester

Missouri

Don Chamberlin

$0

06/18/2026

Social Security Benefit Options

Berkley Lake

Georgia

Thomas Gandolfi

$0

06/18/2026

Retirement Income Planning

Monrovia

California

Deric Ned

$0

06/18/2026

Social Security Benefit Options

Elizabethtown

Kentucky

Maverick Melton

$0

06/18/2026

Social Security Benefit Options

Grayslake

Illinois

Benjamin D. Heizer and Trent Martin

$0

06/22/2026

Social Security Benefit Options

Milton

Massachusetts

Richard Fischer

$0

06/22/2026

Social Security Benefit Options

Milton

Georgia

Thomas Gandolfi

$0

06/22/2026

Taxes in Retirement

Severn

Maryland

Jacob Serfas

$0

06/23/2026

Taxes in Retirement

Omaha

Nebraska

Mike Neben, Seth Neben, Blake Neben

$0

06/23/2026

Social Security Benefit Options

Palatine

Illinois

Benjamin D. Heizer and Trent Martin

$0

06/23/2026

Taxes in Retirement - Webinar

Xenia

Ohio

Mark Morris

$0

06/23/2026

Taxes in Retirement

East Hartford

Connecticut

Dylan Cowen

$0

06/23/2026

Social Security and Taxes in Retirement Combo course

Cincinnati

Ohio

Charlie Ehrenfried

$0

06/23/2026

Social Security Benefit Options

Witnerville

North Carolina

Michael Owens

$0

06/23/2026

Social Security Benefit Options

Hurst

Texas

Tory Giddens

$0

06/23/2026

Social Security Benefit Options

Chelmsford

Massachusetts

J. J. Mann

$0

06/23/2026

Social Security Benefit Options

Port St Lucie

Florida

Jonathan Frances

$0

06/23/2026

Understanding Social Security and Retirement Income Planning

Reno

Nevada

Dave Mello

$0

06/24/2026

Understanding Social Security & Medicare

Fairfield

Connecticut

Rodney King

$0

06/24/2026

Social Security and Taxes in Retirement Combo course

Grand Rapids

Michigan

William Thatcher

$0

06/24/2026

Understanding Social Security & Medicare

Chatham

New Jersey

Steven Sirot & Steven Melchiorri

$0

06/24/2026

Social Security and Taxes in Retirement Combo course

Madisonville

Louisiana

Luke Malter & Lance Malter

$0

06/24/2026

WEBINAR - Social Security Benefit Options

Laguna Hills

California

James Johnson

$0

06/24/2026

Social Security Benefit Options

Manchester

Missouri

Don Chamberlin

$0

06/24/2026

Social Security Benefit Options

Canal Winchester

Ohio

Joe Overfield

$0

06/24/2026

Social Security Benefit Options

Chelmsford

Massachusetts

J. J. Mann

$0

06/25/2026

Social Security Benefit Options

Louisville

Kentucky

Patrick Rumoro

$0

06/25/2026

Understanding Social Security & Medicare

Old Lyme

Connecticut

Jack Peregrim

$0

06/25/2026

Taxes in Retirement

Omaha

Nebraska

Mike Neben, Seth Neben, Blake Neben

$0

06/25/2026

Social Security and Taxes in Retirement Combo course

Grand Rapids

Michigan

William Thatcher

$0

06/25/2026

Social Security Benefit Options

Longmont

Colorado

Jaris Hansen and Gary Hansen

$0

06/25/2026

Social Security and Taxes in Retirement Combo course

Cincinnati

Ohio

Charlie Ehrenfried

$0

06/25/2026

Understanding Social Security & Medicare

Vestavia

Alabama

Mike Ballard

$0

06/25/2026

Social Security Benefit Options

Milton

Massachusetts

Richard Fischer

$0

06/25/2026

Social Security Benefit Options

Winterville

North Carolina

Michael Owens

$0

06/25/2026

Social Security Benefit Options

Hurst

Texas

Tory Giddens

$0

06/25/2026

Social Security Benefit Options

Woodstock

Georgia

Thomas Gandolfi

$0

06/27/2026

Understanding Social Security & Medicare

Chatham

New Jersey

Steven Sirot & Steven Melchiorri

$0

06/27/2026

Social Security Benefit Options

Laguna Niguel

California

James Johnson

$0

06/27/2026

Living a Tax Free Retirement

Laguna Niguel

California

James Johnson

$0

06/29/2026

Social Security Benefit Options

Portsmouth

New Hampshire

Ryan Pitard and Joanna Martinez

$0

06/30/2026

Taxes in Retirement (Rescheduled from 6/9)

Burke

Virginia

Albert Wu

$0

06/30/2026

Social Security Benefit Options

Palatine

Illinois

Benjamin D. Heizer and Trent Martin

$0

06/30/2026

Essentials of Estate Planning

Longmont

Colorado

Jaris Hansen and Gary Hansen

$0

06/30/2026

Understanding Social Security & Medicare

Vestavia

Alabama

Mike Ballard

$0

07/01/2026

Taxes in Retirement

Canal Winchester

Ohio

Joe Overfield

$0

07/01/2026

Social Security Benefit Options

Portsmouth

New Hampshire

Ryan Pitard and Joanna Martinez

$0

07/07/2026

A Guide to 401(k)s and Tax Reduction

Fenton

Missouri

Don Chamberlin

$

07/07/2026

Social Security Benefit Options

Deerfield

Illinois

Benjamin D. Heizer and Trent Martin

$0

07/07/2026

Taxes in Retirement

Papillion

Nebraska

Mike, Seth, and Blake Neben

$0

07/08/2026

Social Security Benefit Options

Tampa

Florida

Mike Garcia

$0

07/08/2026

Social Security Benefit Options

New Braunfels

Texas

James Bergis

$0

07/09/2026

Social Security Benefit Options

St. Louis

Missouri

Don Chamberlin

$0

07/09/2026

Social Security Benefit Options

Deerfield

Illinois

Benjamin D. Heizer and Trent Martin

$0

07/09/2026

Social Security Benefit Options

Marietta

Georgia

Austin Downum

$0

07/09/2026

Social Security Benefit Options

Palos Hills

Illinois

Alexander Murzyn

$0

07/09/2026

Taxes in Retirement

Papillion

Nebraska

Mike, Seth, and Blake Neben

$0

07/09/2026

Social Security Benefit Options

Reston

Virginia

Albert Wu

$0

07/13/2026

Essentials of Estate Planning - 3:30P

Chippewa Falls

Wisconsin

Chris Hasenberg

$0

07/13/2026

Essentials of Estate Planning - 6:00P

Chippewa Falls

Wisconsin

Chris Hasenberg

$0

07/13/2026

Essentials of Estate Planning

Liberty Lake

Washington

Darrin McComas

$0

07/13/2026

Social Security Benefit Options

Celebration

Florida

James Rea

$0

07/14/2026

Essentials of Estate Planning

Flagstaff

Arizona

Kent Phelps

$0

07/14/2026

Social Security Benefit Options

Avondale

Arizona

Jennifer Bennett

$0

07/14/2026

Taxes in Retirement

Asheville

North Carolina

Glen Pier, CF2®

$0

07/14/2026

Social Security Benefit Options

West Roxbury

Massachusetts

Brendan Bayron

$0

07/14/2026

Social Security Benefit Options

Palos Hills

Illinois

Alexander Murzyn

$0

07/14/2026

Social Security Benefit Options

Kaysville

Utah

Joe Evans

$0

07/14/2026

Social Security Benefit Options

West Palm Beach

Florida

Jonathan Frances

$0

07/14/2026

Taxes in Retirement

Tulsa

Oklahoma

Jason Weichbrodt

$0

07/15/2026

Social Security Benefit Options

St. Louis

Missouri

Don Chamberlin

$0

07/15/2026

A Guide to 401(k)s and Tax Reduction

Fenton

Missouri

Don Chamberlin

$

07/15/2026

Social Security Benefit Options

Cranberry Township

Pennsylvania

Joshua Leonard

$0

07/15/2026

Understanding Social Security & Medicare

Parsippany

New Jersey

Steven Sirot & Steven Melchiorri

$0

07/15/2026

Social Security Benefit Options

River Falls

Wisconsin

Connor Koviak

$0

07/15/2026

Taxes in Retirement

Tampa

Florida

Mike Garcia

$0

07/15/2026

Social Security Benefit Options

New Braunfels

Texas

James Bergis

$0

07/15/2026

Social Security Benefit Options

Greenlawn

New York

Joseph DiSalvo and Marie Madarasz

$0

07/15/2026

Taxes in Retirement

New Albany

Ohio

Brian Minier

$0

07/16/2026

Taxes in Retirement

Tulsa

Oklahoma

Jason Weichbrodt

$0

07/16/2026

Essentials of Estate Planning

Flagstaff

Arizona

Kent Phelps

$0

07/16/2026

Social Security Benefit Options

Avondale

Arizona

Jennifer Bennett

$0

07/16/2026

Social Security Benefit Options

Cranberry Township

Pennsylvania

Joshua Leonard

$0

07/16/2026

Understanding Social Security & Medicare

Parsippany

New Jersey

Steven Sirot & Steven Melchiorri

$0

07/16/2026

Taxes in Retirement

Asheville

North Carolina

Glen Pier, CF2®

$0

07/16/2026

Social Security Benefit Options

Kaysville

Utah

Joe Evans

$0

07/16/2026

Taxes in Retirement

Reston

Virginia

Albert Wu

$0

07/16/2026

Social Security Benefit Options

Celebration

Florida

James Rea

$0

07/21/2026

Social Security Benefit Options

Round Lake

Illinois

Benjamin Heizer and Trent Martin

$0

07/21/2026

Social Security Benefit Options

Palm Desert

California

Garrett Yack

$0

07/22/2026

Social Security Benefit Options

Round Lake

Illinois

Benjamin Heizer and Trent Martin

$0

07/22/2026

Social Security Benefit Options

River Falls

Wisconsin

Connor Koviak

$0

07/23/2026

Social Security Benefit Options

Palm Desert

California

Garrett Yack

$0

07/23/2026

Social Security Benefit Options

Needham Heights

Massachusetts

Brendan Bayron

$0

07/23/2026

Taxes in Retirement

Tucson

Arizona

Ryan Jankowski

$0

07/28/2026

Social Security Benefit Options

Kaysville

Select State

Joe Evans

$0

07/28/2026

Taxes in Retirement

Tucson

Arizona

Ryan Jankowski

$0

07/28/2026

Social Security Benefit Options

Oak Ridge

Tennessee

Ali Swofford

$0

07/28/2026

Retirement Income Planning

Oak Ridge

Tennessee

Craig Hammer

$0

07/30/2026

Social Security Benefit Options

Kaysville

Select State

Joe Evans

$0

07/30/2026

Understanding Social Security & Medicare

Hoover

Alabama

Mike Ballard

$0

07/30/2026

Social Security Benefit Options

Oak Ridge

Tennessee

Ali Swofford

$0

07/30/2026

Retirement Income Planning

Oak Ridge

Tennessee

Craig Hammer

$0

08/04/2026

Understanding Social Security & Medicare

Hoover

Alabama

Mike Ballard

$0

08/10/2026

Social Security Benefit Options

Chippewa Falls

Wisconsin

Chris Hasenberg

$0

08/17/2026

Social Security Benefit Options

Chippewa Falls

Wisconsin

Chris Hasenberg

$0