Marin Savvy Social Security and Lifetime Income Planning Workshop

07 May

Savvy Social Security and Lifetime Income Planning AM Session

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

Gain knowledge from seasoned financial professionals with deep expertise in Social Security strategies.

Strategic planning

Learn actionable strategies to maximize your Social Security benefits.

Personalized Advice

Understand how to tailor Social Security decisions to your unique situation.

RSVP

Date and Time

Thu, May 07, 2026

11:00a - 12:30p PST

Location

Marin Center Box Office

10 Avenue of the Flags

San Rafael , CA 94903

Note

Friends of Marin Center Conference Room

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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.