Savvy Social Security, Medicare & Income Planning

18 June

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, Medicare and lifetime income strategies.

Strategic planning

Learn actionable strategies to maximize your Social Security and Medicare benefits.

Personalized Advice

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

RSVP

Date and Time

Thu, Jun 18, 2026

10:00a - 12:00p PST

Location

Christ The King - Church

199 Brandon Road

Pleasant Hill 94523

Note

Parking is available on site.

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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.