Description
Take control of your financial future and make informed decisions that could increase your lifetime benefits by thousands. All participants will receive a comprehensive Savvy Social Security and Lifetime Income Planning Guide (over 40 pages) with actionable strategies and implementation tools.
- Professional insights
- Strategic planning
- Personalized Advice
Date and Time
Wed, Oct 14, 2026
6:30p - 8:00p PST
Location
San Rafael Community Center
Note
Club Room (4)
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.