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Seminars

Social Security & Retirement Income Planning

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of income!
Join us for a FREE educational workshop

Savannah Rapids Pavilion

3300 Evans to Locks Road
Martinez, GA 30907

Wednesday, May 22

6:00 pm – 8:00 pm
A complimentary catered lunch or dinner will be provided at each workshop.
For more information or to register, visit www.cofe-edu.org/courses or call 866-828-2295
Educate yourself and know your options BEFORE filing for Social Security benefits…
The wrong choice could cost you more than $100,000 of the course of your retirement! Similarly, retirement income planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. We will show you how to position your assets, reduce risk and taxes, and plan for a financially secure retirement.
  • Learn important RULES that affect WHEN and HOW you file for Social Security benefits
  • Learn OPTIONS to MAXIMIZE YOU BENEFITS
  • Learn HOW to MINIMIZE TAXES on your Social Security
  • Learn STRATEGIES for COORDINATING SOCIAL SECURITY with other income
  • Learn how to ESTIMATE the INCOME you’ll need in retirement
  • Learn how to MANAGE RISK and allocate your assets
  • Learn STRATEGIES to REDUCE or ELIMINATE TAXES on your income
  • Learn how to generate predictable and reliable INCOME FOR LIFE 

Savannah Rapids Pavilion

3300 Evans to Locks Road
Martinez, GA 30907

Wednesday, May 15

11:00 am – 1:00 pm

- OR -

Monday, May 20

6:00 pm – 8:00 pm
A complimentary catered lunch or dinner will be provided at each workshop.
For more information or to register, visit www.cofe-edu.org/courses or call 866-828-2295
Educate yourself and know your options BEFORE filing for Social Security benefits…
The wrong choice could cost you more than $100,000 of the course of your retirement! Similarly, retirement income planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. We will show you how to position your assets, reduce risk and taxes, and plan for a financially secure retirement.
  • Learn important RULES that affect WHEN and HOW you file for Social Security benefits
  • Learn OPTIONS to MAXIMIZE YOU BENEFITS
  • Learn HOW to MINIMIZE TAXES on your Social Security
  • Learn STRATEGIES for COORDINATING SOCIAL SECURITY with other income
  • Learn how to ESTIMATE the INCOME you’ll need in retirement
  • Learn how to MANAGE RISK and allocate your assets
  • Learn STRATEGIES to REDUCE or ELIMINATE TAXES on your income
  • Learn how to generate predictable and reliable INCOME FOR LIFE 

Dates Coming Soon

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THOMSON

244 Jackson St.
Thomson, GA 30824

706-564-5357

Martinez

550 Blackburn Dr.
Martinez, GA 30907

123-456-7891

LINCOLNTON

130 N. Washington St.
Lincolnton, GA 30817

706-318-3824

Facebook-f Instagram Linkedin-in

STAY CONNECTED.

Sign up to read our weekly newsletter!

  • This field is for validation purposes and should be left unchanged.

MARTINEZ

550 Blackburn Dr.
Martinez, GA 30907

123-456-7891

LINCOLNTON

130 N. Washington St.
Lincolnton, GA 30817

706-318-3824

THOMSON

244 Jackson St.
Thomson, GA 30824

706-564-5357

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