Calendar

My Retirement Education Center maintains an ongoing schedule of classes with time frames designed to fit your needs. Click on a class in the calendar below to register online. If you have any questions or need assistance with the registration process, contact us by email.

 

Filter: Categories
  • 2013 N.C. Social Security Tour
  • Free Orientation for Financial Professionals
  • Live Online Classes
  • Optimizing Social Security
  • Retirement Horizons

Agenda

  1. May
    28
    Tue

    1. Live Online Class – Social Security Optimization
      4:00 pm – 5:00 pm

      With our online classes, participants will follow along with an educational presentation, participate in group discussions and have opportunities to ask questions. Upon competition of the class, participants will be provided with a document to complete and return to us by fax, e-mail or traditional mail to complete the personalized report. We will then e-mail the finalized report to the participant ,so you can move forward with planning.

      Once participants register for the class, they will receive a confirmation email that includes the date/time of the registered class and a link to join the online class.

      Register Today!

      Learn more now:

      +
      4:00 pm
      Live Online Class – Social Security Optimization
  2. May
    31
    Fri

    1. Raleigh – Optimizing Social Security Class
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security Class
  3. Jun
    3
    Mon

    1. Raleigh – Optimizing Social Security
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security
  4. Jun
    4
    Tue

    1. Live Online Class – Social Security Optimization
      4:00 pm – 5:00 pm

      With our online classes, participants will follow along with an educational presentation, participate in group discussions and have opportunities to ask questions. Upon competition of the class, participants will be provided with a document to complete and return to us by fax, e-mail or traditional mail to complete the personalized report. We will then e-mail the finalized report to the participant ,so you can move forward with planning.

      Once participants register for the class, they will receive a confirmation email that includes the date/time of the registered class and a link to join the online class.

      Register Today!

      Learn more now:

      +
      4:00 pm
      Live Online Class – Social Security Optimization
  5. Jun
    7
    Fri

    1. Raleigh – Optimizing Social Security Class
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security Class
  6. Jun
    10
    Mon

    1. Raleigh – Optimizing Social Security Class
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security Class
  7. Jun
    11
    Tue

    1. Live Online Class – Social Security Optimization
      4:00 pm – 5:00 pm

      With our online classes, participants will follow along with an educational presentation, participate in group discussions and have opportunities to ask questions. Upon competition of the class, participants will be provided with a document to complete and return to us by fax, e-mail or traditional mail to complete the personalized report. We will then e-mail the finalized report to the participant ,so you can move forward with planning.

      Once participants register for the class, they will receive a confirmation email that includes the date/time of the registered class and a link to join the online class.

      Register Today!

      Learn more now:

      +
      4:00 pm
      Live Online Class – Social Security Optimization
  8. Jun
    17
    Mon

    1. Raleigh – Optimizing Social Security
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security
  9. Jun
    18
    Tue

    1. Live Online Class – Social Security Optimization
      4:00 pm – 5:00 pm

      With our online classes, participants will follow along with an educational presentation, participate in group discussions and have opportunities to ask questions. Upon competition of the class, participants will be provided with a document to complete and return to us by fax, e-mail or traditional mail to complete the personalized report. We will then e-mail the finalized report to the participant ,so you can move forward with planning.

      Once participants register for the class, they will receive a confirmation email that includes the date/time of the registered class and a link to join the online class.

      Register Today!

      Learn more now:

      +
      4:00 pm
      Live Online Class – Social Security Optimization
  10. Jun
    21
    Fri

    1. Raleigh – Optimizing Social Security
      12:00 pm – 1:00 pm

      This in-person class provides a basic overview of Social Security fundamentals, such as how it works as part of a complete retirement income plan, how to integrate a spouse’s income and how to manage cash flow to accommodate times before starting to receive benefits. Additionally, the Social Security Optimization class provides each participant with a detailed analysis of their personal situation, including consideration of every available option. In the end, every participant gets a definitive answer on when to file to get the highest benefit and what forms need to be completed by what dates in order to do so.

      Register Today!

       

      Learn more now:

      +
      12:00 pm
      Raleigh – Optimizing Social Security

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