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Attend An Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

Save Your Spot

We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us?

California Workshops

Strategies for Maximizing Social Security

Ettl Hall
1333 Butte House Rd, Yuba City, CA 95993
April 16 & April 22
6:30 pm - 8:00 pm

Strategies for Maximizing Social Security

Madelyn Helling Library
980 Helling Way, Nevada City, CA 95959
August 20 & August 26
6:30 pm - 8:00 pm

Texas Workshops

Check back soon for more upcoming events!

Tennessee Workshops

Social Security Maximization Strategies

The John P. Holt Brentwood Library
8109 Concord Rd, Brentwood, TN 37027
March 25 & April 3
5:30 pm - 7:00 pm
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