May

6:30 pm: Maximizing Social Security

6:30 pm
May 19, 2026

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Library of the Chathams - Lundt Room - MSBLC0519
214 Main St
Chatham Township, NJ 07928
6:30 PM

REGISTER HERE

6:30 pm: Maximizing Social Security

6:30 pm
May 26, 2026

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Library of the Chathams - Lundt Room - MSBLC0519
214 Main St
Chatham Township, NJ 07928
6:30 PM

REGISTER HERE

June

12:00 pm: live retirement tax workshop - limited seating webinar

12:00 pm
June 3, 2026

Learn The Framework To Confidently Navigate Retirement Taxes and Keep More of What You’ve Earned

Stephen and his team have packed everything they've learned from years of guiding individuals and families through this process – important strategies and insights, mistakes to avoid – into this workshop.

This isn’t financial theory or generic advice.

It’s the real-world framework he uses with clients every day to help them:

Avoid unnecessary taxes
Create tax-efficient income
Protect their wealth and legacy

All distilled into one proven system you can follow, even if you’ve already started retirement or feel overwhelmed by where to begin.

Mon	Tue	Wed	Thu	Fri	Sat	Sun
27	28	29	30	May 1	2	3
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18	19 6:30 pm: Maximizing Social Security 6:30 pm: Maximizing Social Security 6:30 pm May 19, 2026 One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income! Library of the Chathams - Lundt Room - MSBLC0519 214 Main St Chatham Township, NJ 07928 6:30 PM REGISTER HERE	20	21	22	23	24
25	26 6:30 pm: Maximizing Social Security 6:30 pm: Maximizing Social Security 6:30 pm May 26, 2026 One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income! Library of the Chathams - Lundt Room - MSBLC0519 214 Main St Chatham Township, NJ 07928 6:30 PM REGISTER HERE	27	28	29	30	31
June 1	2	3 12:00 pm: live retirement tax workshop - limited seating webinar 12:00 pm: live retirement tax workshop - limited seating webinar 12:00 pm June 3, 2026 Learn The Framework To Confidently Navigate Retirement Taxes and Keep More of What You’ve Earned Stephen and his team have packed everything they've learned from years of guiding individuals and families through this process – important strategies and insights, mistakes to avoid – into this workshop. This isn’t financial theory or generic advice. It’s the real-world framework he uses with clients every day to help them: Avoid unnecessary taxes Create tax-efficient income Protect their wealth and legacy All distilled into one proven system you can follow, even if you’ve already started retirement or feel overwhelmed by where to begin. REGISTER HERE	4	5	6	7
8	9	10	11	12	13	14
15	16	17	18	19	20	21
22	23	24	25	26	27	28
29	30	July 1	2	3	4	5

Events in May–June 2026

May

6:30 pm: Maximizing Social Security

REGISTER HERE

6:30 pm: Maximizing Social Security

REGISTER HERE

June

12:00 pm: live retirement tax workshop - limited seating webinar

REGISTER HERE

July

Our E-newsletter

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The Social Security Guide

The 5 Keys To Modern Retirement Planning

Important Birthdays Over 50

The Ultimate 401(k) Guide

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