Our seminars, offered through Fairfax County Public Shools ACE program, cover the basics of financial planning. The four-session course covers investments, long-term health care, Social Security and Medicare, managing money for income needs, reduced taxes, estate planning, lifestyle issues and pension options.  The fee for the seminar includes one workbook for you and a guest as well as a free financial analysis at our office (also referred to as the fifth session).  This fee also provides you a 30 minute consultation with an elder law/estate planning attorney.  No products or services will be offered at the seminars and there is no obligation.

Our course name is Financial Strategies for Successful Retirement (course number BEO1152).

Seminar Date/All Classes 7:00 –9:30PM	Location
Section 20 Tuesdays -  5/1, 5/8, 5/15 and 5/22	Chantilly High School 4201 Stringfellow Rd Chantilly, VA
Section 21 Thursdays - 5/10, 5/17, 5/24 and 5/31	Lake Braddock Secondary School 9200 Burke Lake Rd Burke, VA

We are offering a new seminar through Fairfax County Public Schools Ace Program regarding Social Security planning. This is a one-session course that covers the five factors to consider when deciding when to apply for benefits, why you should always check your earnings record for accuracy, how to coordinate benefits with your spouse, how to coordinate Social Security with your other sources of retirement income, when it makes sense to delay benefits and when it does not, how to estimate your benefits and how to minimize taxes on Social Security benefits. The fee for the seminar includes a laminated handout for your records and a free Social Security analysis at our office (also referred to as the Social Security Review). No products or services will be offered at the seminar and there is no obligation.

Our course name is Savvy Social Security Planning for Boomers (course number BE01143).

Seminar Date/All Classes 7:00 – 9:00PM	Location
Section 20 Wednesday, April 18th	Woodson High School 9525 Main Street Fairfax, VA
Section 21 Monday, April 23rd	Annandale High School 4700 Medford Drive Annandale, VA