Workshops.
Workshops.
Cornerstone Retirement Education Course
Attend at a library, college or other location near you.
There are four cornerstones at the foundation of a secure retirement. You must make the right decisions when it comes to taking distributions from your retirement plans, you must select the Social Security and Medicare options that best fit your needs and circumstances, and you must be tax-wise in retirement. Attend this FREE series and learn them all!
FREE – Four separate Cornerstone classes to help you build a solid retirement.
Cornerstone
Properly Harvesting Retirement Plans
MANAGING IRA, 401K, TSP AND OTHER
DO-IT-YOURSELF RETIREMENT PLANS
Topics covered in this workshop:
Income and Market Fluctuations
Boosting After-Tax Spendable Income
Boosting After-Tax Spendable Income
The Social Security, IRA / 401k Plan Connection
The Single Biggest Retirement Mistake
Cornerstone
Enjoying A Tax Wise Retirement
BEING “TAX-WISE” IN RETIREMENT
MIGHT MEAN MORE SPENDABLE INCOME
Topics covered in this workshop:
Taxable Retirement Plans
Roth Conversion Strategies
Social Security’s Tax Torpedo
Increased Cost of Medicare
The Single Biggest Mistake!
Cornerstone
Supersize Social Security
IF THERE WAS A WAY TO SIGNIFICANTLY INCREASE YOUR LIFETIME BENEFITS… WHEN WOULD YOU WANT TO KNOW ABOUT IT?
Topics covered in this workshop:
Retirement Benefits
Benefits for Spouses
Divorced Spouse Benefits
Benefits for Surviving Spouses
Taxation of Benefits
Cornerstone
Mastering Medicare
GETTING ALL THAT’S YOURS FROM MEDICARE
Topics covered in this workshop:
Enrollment Rules
Medicare Parts A & B
Medigap / Medicare Supplements
Part D Prescription Drug Plans
The Biggest Mistake!
You'll learn the four cornerstones of a secure retirement by attending these FREE live workshops.
may 2022
26may6:30 pm7:30 pmSupersizing Social Security - Live
Time
(Thursday) 6:30 pm - 7:30 pm
Location
Riverside Civic Center
123 Main Street
Event Details
It would be great if our Social Security benefits were structured in a way that would ensure that we received every penny possible. Unfortunately, that is not the case. The
Event Details
It would be great if our Social Security benefits were structured in a way that would ensure that we received every penny possible. Unfortunately, that is not the case. The official Social Security Handbook contains 2,728 rules relating to these benefits. Their operations manual that explains these rules contains over 20,000 pages or the equivalent of about 14 copies of Tolstoy’s War and Peace. The more rules, the more complications, and a much greater chance that you won’t get all you could from your benefits.
Effective retirement planning starts by estimating the income you’ll need to support your lifestyle and then subtract what you’ll receive from Social Security. The larger your benefits, the less you’ll need to withdraw from your retirement accounts.
By attending the Supersizing Social Security live webinar you will learn what you need to know to help maximize your benefits. Plus, you will have an opportunity to get your questions answered.
Topics covered in this educational webinar:
Retirement Benefits
Benefits for Spouses
Divorced Spouse Benefits
Benefits for Surviving Spouses
Taxation of Benefits
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
28may10:30 am11:30 amMedicare Made Easy – Live
Time
(Saturday) 10:30 am - 11:30 am
Location
San Diego Public Library
123 Main Street
Event Details
Transitioning to Medicare requires that you think about your health care coverage in an entirely different way. In this webinar you will learn about Medicare’s three enrollment periods and which might
Event Details
Transitioning to Medicare requires that you think about your health care coverage in an entirely different way.
In this webinar you will learn about Medicare’s three enrollment periods and which might be best for you. You will also discover that there are really only two main paths to take in order to get the right mix of hospital, medical, and prescription drug coverage.
Topics covered: Enrollment Rules | Medicare Parts A-B-C-D | Medicare Advantage Plans | Prescription Drug Plans
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
31may6:30 pm7:30 pmTax-Wise Retirement - Live
Time
(Tuesday) 6:30 pm - 7:30 pm
Location
Riverside Civic Center
123 Main Street
Event Details
Topics covered in this educational webinar: How to reduce Uncle Sam’s Share of Your Retirement Accounts Social Security Tax Reduction Strategies Roth Conversion Strategies Tax Free Cash Flow How to be Tax Wise in Retirement
Event Details
Topics covered in this educational webinar:
How to reduce Uncle Sam’s Share of Your Retirement Accounts
Social Security Tax Reduction Strategies
Roth Conversion Strategies
Tax Free Cash Flow
How to be Tax Wise in Retirement
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
june 2022
09jun6:30 pm7:30 pmSupersizing Social Security - Live
Time
(Thursday) 6:30 pm - 7:30 pm
Location
Riverside Civic Center
123 Main Street
Event Details
It would be great if our Social Security benefits were structured in a way that would ensure that we received every penny possible. Unfortunately, that is not the case. The
Event Details
It would be great if our Social Security benefits were structured in a way that would ensure that we received every penny possible. Unfortunately, that is not the case. The official Social Security Handbook contains 2,728 rules relating to these benefits. Their operations manual that explains these rules contains over 20,000 pages or the equivalent of about 14 copies of Tolstoy’s War and Peace. The more rules, the more complications, and a much greater chance that you won’t get all you could from your benefits.
Effective retirement planning starts by estimating the income you’ll need to support your lifestyle and then subtract what you’ll receive from Social Security. The larger your benefits, the less you’ll need to withdraw from your retirement accounts.
By attending the Supersizing Social Security live webinar you will learn what you need to know to help maximize your benefits. Plus, you will have an opportunity to get your questions answered.
Topics covered in this educational webinar:
Retirement Benefits
Benefits for Spouses
Divorced Spouse Benefits
Benefits for Surviving Spouses
Taxation of Benefits
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
11jun10:30 am11:30 amMedicare Made Easy – Live
Time
(Saturday) 10:30 am - 11:30 am
Location
San Diego Public Library
123 Main Street
Event Details
Transitioning to Medicare requires that you think about your health care coverage in an entirely different way. In this webinar you will learn about Medicare’s three enrollment periods and which might
Event Details
Transitioning to Medicare requires that you think about your health care coverage in an entirely different way.
In this webinar you will learn about Medicare’s three enrollment periods and which might be best for you. You will also discover that there are really only two main paths to take in order to get the right mix of hospital, medical, and prescription drug coverage.
Topics covered: Enrollment Rules | Medicare Parts A-B-C-D | Medicare Advantage Plans | Prescription Drug Plans
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
14jun6:30 pm7:30 pmTax-Wise Retirement - Live
Time
(Tuesday) 6:30 pm - 7:30 pm
Location
Riverside Civic Center
123 Main Street
Event Details
Topics covered in this educational webinar: How to reduce Uncle Sam’s Share of Your Retirement Accounts Social Security Tax Reduction Strategies Roth Conversion Strategies Tax Free Cash Flow How to be Tax Wise in Retirement
Event Details
Topics covered in this educational webinar:
How to reduce Uncle Sam’s Share of Your Retirement Accounts
Social Security Tax Reduction Strategies
Roth Conversion Strategies
Tax Free Cash Flow
How to be Tax Wise in Retirement
Organizer
Doug WarrenDoug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with their financial planning needs. As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.1-888-123-4567 123 Main Street, San Diego CA
RSVP Now
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
july 2022
No Events
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