Events
Upcoming Events
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.
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.
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.
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.
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.
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.
Savvy Social Security and Lifetime Income Planning and Medicare
Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."
Savvy Social Security and Lifetime Income Planning and Medicare
Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."
Past Events
September 10, 2026
10:00a - 12:00p
Christ the King Church - Parish Hall
Savvy Social Security and Lifetime Income Planning and Medicare
Build a stronger financial future through strategic Social Security decisions during our seminar "Savvy Social Security & Lifetime Income Planning."
September 9, 2026
6:30p - 8:00p
Hill and Valley Club
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."
August 20, 2026
6:30p - 8:00p
Concord Senior Center
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.
August 18, 2026
6:30p - 8:00p
Concord Senior Center
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.
August 1, 2026
11:00a - 12:30p
Oakley Recreation Center
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.
July 28, 2026
6:30p - 8:00p
Oakley Recreation Center
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.
July 15, 2026
6:30p - 8:00p
Pleasanton Cultural Arts Center
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.
July 14, 2026
6:30p - 8:00p
Pleasanton Cultural Arts Center
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.
June 25, 2026
6:30p - 8:00p
Hercules Library (Large Room)
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.
June 23, 2026
6:30p - 8:00p
Hercules Library (Large Room)
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.
June 18, 2026
5:30p - 7:30p
Christ The King - Church
Savvy Social Security, Medicare & Income Planning PM
Build a stronger financial future through strategic Social Security and Medicare 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.
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.
June 18, 2026
10:00a - 12:00p
Christ The King - Church
Savvy Social Security, Medicare & Income Planning
Build a stronger financial future through strategic Social Security and Medicare 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.
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
10:00a - 11:30p
Marina Community Center - San Leandro
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.