Upcoming events.
Retirement Income Planning Workshop
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Located at the Maine Maritime Museum, Bath. 6pm, May 24, 2022.
Retirement Income Planning Workshop
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Located at the Windham Veterans’ Center, 5pm, May 17, 2022.
Asset Preservation Workshop
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. May 17, 2022, Norway Town Hall, Norway. 10am-12pm.
Asset Preservation Workshop - Bath
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. September 21, 2021 10am-12pm
Retirement Income Planning Workshop - Norway
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Located at the Norway Town Hall, 5pm, September 14.
Asset Preservation Workshop - Windham
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. September 14, 2021, at Windham Veterans Center.
Retirement Income Planning Workshop
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Marco’s Restaurant, Lewiston. Complimentary lunch.
Asset Preservation Workshop - Norway
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. August 24, 2021 at Norway Town Hall.
Retirement Income Planning Workshop - Norway
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Give us a call to register for one of these hour-long sessions, July 27 or 28 at 6pm! 576-0503
Asset Preservation Workshop, Maine Maritime Museum, Bath
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. July 22, 10am, Longreach Hall at Maine Maritime Museum, Bath.
Asset Preservation Workshop, Windham Veteran’s Center
If you’ve retired and have questions about growing and maintaining your income, as well as diversification strategies, long-term care, and legal realities you should be prepared for, bring your thoughts to our free daytime workshop. July 20, 10am, Windham Veteran’s Center.
Retirement Income Planning Workshop, Maine Maritime Museum, Bath
We will be talking about Social Security reform, and its impact on your retirement income, full retirement age (FRA) and benefit maximization, retirement income streams, and more. Workshop sessions available June 22 and June 24, 6pm. Maine Maritime Museum, Bath.
Social Security Planning Workshop
Give us a call to register for these two indoor sessions. Space is limited to meet all social distancing requirements! 576-0503
Social Security Planning Workshop, Windham
Get your fall off to the right start by putting your Social Security planning in order!
Social Security Planning Workshop, Bath
two nights available! September 9 and 10th at 6pm.
Retirement Workshop at Pineland Farms
Choose from a 10am morning session or 6pm evening session.
Info Night on the Plaza
Join us at Moxie Plaza, 2 Main Street, Falls, for an evening of giveaways, free questions answered, and a chance to meet the team!
Windham Asset Protection Workshop
This free two-hour workshop is an in-depth look at strategies for making your retirement resources last for as long as they can so can live life to the fullest with peace of mind. Geared toward those who have already retired, our goal is to explain a variety of approaches that can help you tailor your planning to your unique situation. Call 207.576.0503 to register!
Windham Retirement Planning Sessions
We’ll be digging deep into a Retirement Income Planning Workshop on Tuesday, July 28, 2020, or Thursday, July 30, 2020 at the Windham Veteran’s Center. This is a free event for all approaching retirement age and newly retired! Choose your session for this educational seminar by calling 207.576.0503. Space will be limited to observe all safety protocols.
Social Security Planning Mini-Workshop
Get out of the house and enjoy a small workshop on the necessity of optimizing Social Security planning in your retirement. Our sessions are limited to seven family units per night, so you can be assured that all social distancing and safety protocols will be observed! Two options available: Wednesday, July 22 at 6pm, or Thursday, July 23, also at 6pm. Call 207.576.0503 to pre-register!