Get the most from your Social Security benefits

Deciding when to take your Social Security benefit is not a cookie-cutter decision. It’s one of the most important financial decisions you are going to make in retirement, as that decision may become irrevocable. That’s why it’s important to determine your optimal filing strategy for your retirement plan.


We’ll help you explore your claiming options by:

  • Reviewing the “best kept secret” with Social Security and the tax benefits you may receive
  • Provide different claiming options that may fit within your overall retirement plan
  • Providing a personalized analysis that will give you guidance to this important financial decision


APRIL 22 - 6:00 PM

Sheraton West Des Moines Hotel
1800 50th St West Des Moines, IA 50266

APRIL 29 - 6:00 PM

Courtyard by Marriott Ames
311 S 17th St, Ames 50010

may 11 - 6:00 PM

Courtyard by Marriott Ankeny
2405 SE Creekview Dr, Ankeny, IA 50021

may 13 - 6:00 PM

West Des Moines Marriott
1250 Jordan Creek Pkwy, West Des Moines, IA 50266


Our classes are strictly educational. Seating is limited and Zero cost to attend. Redefine your retirement journey today.

Want to meet with us?

Our One-On-One Visits are Complimentary.