Broker Check

Events

Upcoming Events

May 7, 2026

11:00a - 12:30p

Marin Center Box Office

RSVP

Savvy Social Security and Lifetime Income Planning AM Session

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

May 7, 2026

6:00p - 7:30p

Marin Center Box Office

RSVP

Savvy Social Security and Lifetime Income Planning PM Session

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

May 14, 2026

6:00p - 7:30p

Pleasant Hill Community Center

RSVP

Savvy Social Security and Lifetime Income Planning

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

May 16, 2026

11:00a - 12:00p

Pleasant Hill Community Center

RSVP

Savvy Social Security and Lifetime Income Planning

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

May 28, 2026

6:30p - 8:00p

Marina Community Center - San Leandro

RSVP

Savvy Social Security and Lifetime Income Planning

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

May 30, 2026

10:00p - 11:30p

Marina Community Center - San Leandro

RSVP

Savvy Social Security and Lifetime Income Planning

Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."

Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.

Event Registration

Will you be able to attend this event?