Events
Upcoming Events
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.
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.
Past Events
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.
May 27, 2026
6:30p - 8:00p
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.