Upcoming Events

Start Date

Event Title

City

State

Instructor

Price

 

05/04/2026

Social Security and Taxes in Retirement Combo course

Coeur d’Alene

Idaho

Darrin McComas

$0

05/04/2026

Taxes in Retirement

Gahanna

Ohio

Brian Minier

$0

05/04/2026

Social Security Benefit Options

Boise

Idaho

Matthew Rowley

$0

05/05/2026

Social Security Benefit Options

New Braunfels

Texas

James Bergis

$0

05/05/2026

Social Security Benefit Options

Schaumburg

Illinois

Edward Downey

$0

05/05/2026

Retirement Income Planning

Troy

Michigan

Tim Sullivan

$0

05/05/2026

Retirement Tax and Legacy Planning

Erie

Pennsylvania

Roland Kljunich

$

05/05/2026

Social Security Benefit Options

Buffalo Grove

Illinois

Benjamin D. Heizer and Trent Martin

$0

05/05/2026

Social Security Benefit Options

Arlington

Virginia

Albert Wu

$0

05/05/2026

Social Security Benefit Options

Schertz

Texas

Kevin Gerbers

$0

05/05/2026

Essentials of Estate Planning

Schertz

Texas

Kevin Gerbers

$0

05/05/2026

The ABCDs of Medicare

Perrysburg

Ohio

Steven and Rhonda Wise

$0

05/05/2026

Social Security Benefit Options

St. Louis

Missouri

Don Chamberlin

$0

05/06/2026

Social Security Benefit Options

Gahanna

Ohio

Brian Minier

$0

05/06/2026

Planning for Long-Term Care

Evergreen

Colorado

Devika Kamboh

$0

05/06/2026

Social Security Benefit Options

Boise

Idaho

Matthew Rowley

$0

05/06/2026

Living a Tax Free Retirement

Bend

Oregon

Jacob Green

$0

05/07/2026

Social Security and Taxes in Retirement Combo course

Coeur d’Alene

Idaho

Darrin McComas

$0

05/07/2026

Essentials of Estate Planning

Stow

Ohio

David Romans

$0

05/07/2026

Retirement Tax and Legacy Planning

Erie

Pennsylvania

Roland Kljunich

$

05/07/2026

Social Security Benefit Options

Buffalo Grove

Illinois

Benjamin D. Heizer and Trent Martin

$0

05/07/2026

Social Security Benefit Options

Lisle

Illinois

Brian Bullington

$0

05/07/2026

Social Security Benefit Options

Roswell

Georgia

Thomas Gandolfi

$0

05/07/2026

Social Security Benefit Options

Perrysburg

Ohio

Steven and Rhonda Wise

$0

05/07/2026

Essentials of Estate Planning

St. Augustine

Florida

Cliff Guthrie

$0

05/09/2026

Understanding Social Security & Medicare

Centennial

Colorado

Koren Vining: Chapter President & Betsy Mullison: Chapter Director

$0

05/10/2026

Taxes in Retirement

Troy

Michigan

Tim Sullivan

$0

05/11/2026

Taxes in Retirement

Pittsburgh

Pennsylvania

Joshua Leonard

$0

05/11/2026

Social Security Benefit Options

Atlanta

Georgia

Junko Rivka Horvath

$0

05/11/2026

Taxes in Retirement

Perrysburg

Ohio

Steven and Rhonda Wise

$0

05/11/2026

Social Security Benefit Options

St. Louis

Missouri

Don Chamberlin

$0

05/11/2026

Taxes in Retirement

Avon

Ohio

Bryan Bibbo & Jeff Warnkin

$0

05/11/2026

Social Security Benefit Options

Celebration

Florida

James Rea

$0

05/12/2026

Social Security Benefit Options

Bowling Green

Kentucky

Dale Smothers

$0

05/12/2026

Taxes in Retirement

Bohemia

New York

Joseph DiSalvo and Marie Madarasz

$0

05/12/2026

Social Security Benefit Options

Schaumburg

Illinois

Edward Downey

$0

05/12/2026

Social Security Benefit Options

Lisle

Illinois

Brian Bullington

$0

05/12/2026

Taxes in Retirement

Enfield

Connecticut

Dylan Bond

$0

05/12/2026

Social Security Benefit Options

Schertz

Texas

Kevin Gerbers

$0

05/12/2026

Essentials of Estate Planning

Schertz

Texas

Kevin Gerbers

$0

05/12/2026

Social Security Benefit Options

Atlanta

Georgia

Junko Rivka Horvath

$0

05/12/2026

Social Security Benefit Options

Dover

Massachusetts

Brendan Bayron

$0

05/12/2026

Social Security Benefit Options

Sierra Vista

Arizona

Brandy Kea

$0

05/12/2026

Understanding Social Security & Medicare

Englewood

Colorado

Koren Vining: Chapter President & Betsy Mullison: Chapter Director

$0

05/12/2026

Social Security Benefit Options

Rocklin

California

Josh Soria MS, BPC

$0

05/12/2026

Social Security Benefit Options

Palm Desert

California

Garrett Yack

$0

05/12/2026

Social Security Benefit Options

Minnetonka

Minnesota

Cory Zafke

$0

05/12/2026

Social Security Benefit Options

Avon

Ohio

Bryan Bibbo & Jeff Warnkin

$0

05/12/2026

Social Security Benefit Options

Topeka

Kansas

Jon Vogel and Andy Vogel

$0

05/13/2026

Social Security Benefit Options

New Braunfels

Texas

James Bergis

$0

05/13/2026

The ABCDs of Medicare

Gahanna

Ohio

Brian Minier

$0

05/13/2026

Taxes in Retirement

Pittsburgh

Pennsylvania

Joshua Leonard

$0

05/13/2026

Essentials of Estate Planning

Barberton

Ohio

David Romans

$0

05/13/2026

Social Security Benefit Options

Pickerington

Ohio

Joe Overfield

$0

05/13/2026

Social Security Benefit Options

Roswell

Georgia

Thomas Gandolfi

$0

05/13/2026

Understanding Social Security & Medicare

Englewood

Colorado

Koren Vining: Chapter President & Betsy Mullison: Chapter Director

$0

05/13/2026

WEBINAR - Social Security Benefit Options

Laguna Hills

California

James Johnson

$0

05/14/2026

Retirement Income Planning

Enfield

Connecticut

Dylan Bond

$0

05/14/2026

Understanding Social Security & Medicare

Powhatan

Virginia

Julie Manning

$0

05/14/2026

Social Security Benefit Options

Dover

Massachusetts

Brendan Bayron

$0

05/14/2026

Social Security Benefit Options

Sturbridge

Massachusetts

R.J. Marchewka

$0

05/14/2026

Essentials of Estate Planning

Sierra Vista

Arizona

Brandy Kea

$0

05/14/2026

Taxes in Retirement

Rocklin

California

Josh Soria MS, BPC

$0

05/14/2026

Social Security Benefit Options

Safety Harbor

Florida

Alfred Costanzo and Trevor Hull

$0

05/14/2026

Social Security Benefit Options

Minnetonka

Minnesota

Cory Zafke

$0

05/14/2026

Social Security Benefit Options

Celebration

Florida

James Rea

$0

05/14/2026

Taxes in Retirement

Topeka

Kansas

Jon Vogel and Andy Vogel

$0

05/14/2026

Taxes in Retirement

Leland

North Carolina

Matthew Weissman, CFP®

$0

05/16/2026

Essentials of Estate Planning

Spring Hill

Tennessee

John Navin

$0

05/16/2026

Social Security Benefit Options

Sierra Vista

Arizona

Brandy Kea

$0

05/16/2026

Social Security Benefit Options

Mission Viejo

California

James Johnson

$0

05/18/2026

Taxes in Retirement

Clinton Township

Michigan

Tim Sullivan

$0

05/18/2026

Understanding Social Security & Medicare

Wilton

Connecticut

Rodney King

$0

05/18/2026

Social Security Benefit Options

Las Vegas

Nevada

Tanner Wells

$0

05/19/2026

Retirement Income Planning

Clinton Township

Michigan

Tim Sullivan

$0

05/19/2026

Webinar--Social Security Benefit Options

Cincinnati

Ohio

Charlie Ehrenfried

$0

05/19/2026

Essentials of Estate Planning

Spring Hill

Tennessee

John Navin

$0

05/19/2026

Taxes in Retirement

Omaha

Nebraska

Mike, Seth, and Blake Neben

$0

05/19/2026

Social Security Benefit Options

Delaware

Ohio

Ed Siddell

$0

05/19/2026

Understanding Social Security & Medicare

North Chesterfield

Virginia

Julie Manning

$0

05/19/2026

Social Security Benefit Options

Sturbridge

Massachusetts

R.J. Marchewka

$0

05/19/2026

Social Security Benefit Options

Ellisville

Missouri

Don Chamberlin

$0

05/19/2026

Social Security Benefit Options

Fishers

Indiana

Jeff McClure

$0

05/19/2026

Social Security Benefit Options

Crown Point

Indiana

Greg Hammer

$0

05/19/2026

Social Security Benefit Options

Brandenburg

Kentucky

Maverick Melton

$0

05/19/2026

Social Security Benefit Options

Stoughton

Massachusetts

Yen Silvia and Jacob Graff

$0

05/19/2026

Essentials of Estate Planning

Topeka

Kansas

Jon Vogel and Andy Vogel

$0

05/19/2026

Social Security Benefit Options

Cary

North Carolina

Terence Brown

$0

05/19/2026

Social Security and Taxes in Retirement Combo course

Grand Rapids

Michigan

William Thatcher

$0

05/20/2026

Taxes in Retirement

Clinton Township

Michigan

Tim Sullivan

$0

05/20/2026

Webinar--Taxes in Retirement

Cincinnati

Ohio

Charlie Ehrenfried

$0

05/20/2026

Social Security Benefit Options

New Baltimore

Michigan

Jeremy Goldstein

$0

05/20/2026

Women & Wealth

Evergreen

Select State

Devika Kamboh

$0

05/20/2026

Understanding Social Security & Medicare

Weston

Connecticut

Rodney King

$0

05/20/2026

Taxes in Retirement

Pickerington

Ohio

Joe Overfield

$0

05/20/2026

Taxes in Retirement

Delaware

Ohio

Ed Siddell

$0

05/20/2026

Social Security Benefit Options

Fishers

Indiana

Jeff McClure

$0

05/20/2026

Taxes in Retirement

Crown Point

Indiana

Casey Johansen

$0

05/20/2026

Social Security Benefit Options

Cary

North Carolina

Terence Brown

$0

05/20/2026

Social Security and Taxes in Retirement Combo course

Grand Rapids

Michigan

William Thatcher

$0

05/21/2026

Women and Money

Rocklin

California

Camille Butterfield

$0

05/21/2026

Social Security Benefit Options

New Baltimore

Michigan

Jeremy Goldstein

$0

05/21/2026

Essentials of Estate Planning

Akron

Ohio

David Romans

$0

05/21/2026

Taxes in Retirement

Omaha

Nebraska

Mike, Seth, and Blake Neben

$0

05/21/2026

Essentials of Estate Planning

Delaware

Ohio

Ed Siddell

$0

05/21/2026

Taxes in Retirement

Midlothian

Virginia

Julie Manning

$0

05/21/2026

Social Security Benefit Options

Fort Collins

Colorado

Jaris Hansen and Josh Cumrine

$0

05/21/2026

Social Security Benefit Options

Elizabethtown

Kentucky

Maverick Melton

$0

05/21/2026

Taxes in Retirement

Annapolis

Maryland

Jacob Serfas

$0

05/21/2026

Social Security Benefit Options

Stoughton

Massachusetts

Yen Silvia and Jacob Graff

$0

05/21/2026

Social Security and Estate Planning

Berkeley Lake

Georgia

Austin Downum

$0

05/21/2026

Social Security Benefit Options

Cumming

Georgia

Charlie Fox

$0

05/21/2026

Taxes in Retirement

Leland

North Carolina

Matthew Weissman, CFP®

$0

05/26/2026

Retirement Income Planning

San Marino

California

Deric Ned

$0

05/26/2026

Retirement Income Planning

San Marino

California

Deric Ned

$0

05/26/2026

Women and Money

Rocklin

California

Camille Butterfield

$0

05/26/2026

Social Security Benefit Options

North Andover

Massachusetts

Jacob Ciechon and David Auger

$0

05/26/2026

Social Security Benefit Options

Louisville

Kentucky

Patrick Rumoro

$0

05/26/2026

Social Security Benefit Options

Wilson

North Carolina

Michael Owens

$0

05/26/2026

Taxes in Retirement

Onalaska

Wisconsin

Freeman Linde

$0

05/26/2026

Understanding Social Security & Medicare

Guilderland

New York

Pierce Mahar

$0

05/26/2026

Social Security Benefit Options

Port Orange

Florida

Steven L. Rich

$0

05/26/2026

Social Security Benefit Options

Palatine

Illinois

Benjamin Heizer and Trent Martin

$0

05/26/2026

The ABCDs of Medicare

Crown Point

Indiana

Tamara Taylor

$0

05/26/2026

Understanding Social Security & Medicare

Middletown

New Jersey

Greg Dillon, CFA, CFP and Gio Capodanno, CFP

$0

05/26/2026

Social Security Benefit Options

Derry

New Hampshire

Ryan Pitard and Joanna Martinez

$0

05/27/2026

Taxes in Retirement

Onalaska

Wisconsin

Freeman Linde

$0

05/27/2026

Social Security Benefit Options

Ellisville

Missouri

Don Chamberlin

$0

05/28/2026

Social Security Benefit Options

North Andover

Massachusetts

Jacob Ciechon and David Auger

$0

05/28/2026

Social Security Benefit Options

Louisville

Kentucky

Patrick Rumoro

$0

05/28/2026

Social Security Benefit Options

Woodstock

Georgia

Thomas Gandolfi

$0

05/28/2026

Social Security Benefit Options

Wilson

North Carolina

Michael Owens

$0

05/28/2026

Understanding Social Security & Medicare

Loudonville

New York

Pierce Mahar

$0

05/28/2026

Taxes in Retirement

Port Orange

Florida

Steven L. Rich

$0

05/28/2026

Social Security Benefit Options

Palatine

Illinois

Benjamin Heizer and Trent Martin

$0

05/28/2026

Social Security Benefit Options

Derry

New Hampshire

Ryan Pitard and Joanna Martinez

$0

06/01/2026

Social Security Benefit Options

Alexandria

Virginia

Marti Bryant

$0

06/01/2026

Social Security and Taxes in Retirement Combo course

Spokane

Washington

Darrin McComas

$0

06/02/2026

Taxes in Retirement

Onalaska

Wisconsin

Freeman Linde

$0

06/02/2026

Social Security Benefit Options

Pittsburgh

Pennsylvania

Joshua Leonard

$0

06/02/2026

Social Security Benefit Options

Bulverde

Texas

Kevin Gerbers

$0

06/02/2026

Social Security and Taxes in Retirement Combo course

Spokane

Washington

Darrin McComas

$0

06/02/2026

Social Security Benefit Options

Burke

Virginia

Albert Wu

$0

06/03/2026

Retirement Income Planning and Essentials Estate Planning

Onalaska

Wisconsin

Freeman Linde

$0

06/04/2026

Social Security Benefit Options

Pittsburgh

Pennsylvania

Joshua Leonard

$0

06/04/2026

Essentials of Estate Planning

Bulverde

Texas

Kevin Gerbers

$0

06/04/2026

Social Security Benefit Options

Reston

Virginia

Albert Wu

$0

06/08/2026

Taxes in Retirement

Troy

Michigan

Tim Sullivan

$0

06/09/2026

Social Security Benefit Options

Alexandria

Virginia

Marti Bryant

$0

06/09/2026

Understanding Social Security & Medicare

Westport

Connecticut

Rodney King

$0

06/09/2026

Retirement Income Planning

Troy

Michigan

Tim Sullivan

$0

06/10/2026

Social Security Benefit Options

Tampa

Florida

Mike Garcia

$0

06/15/2026

Essentials of Estate Planning

Burke

Virginia

Albert Wu

$0

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

$

06/17/2026

Understanding Social Security & Medicare

Easton

Connecticut

Rodney King

$0

06/17/2026

Taxes in Retirement

Tampa

Florida

Mike Garcia

$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

$

06/23/2026

Taxes in Retirement

Omaha

Nebraska

Mike Neben, Seth Neben, Blake Neben

$0

06/24/2026

Understanding Social Security & Medicare

Fairfield

Connecticut

Rodney King

$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