Social Security: The Rule of 5 (Walnut Creek)

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Social Security: The Rule of 5 (Walnut Creek)

Social Security: The Rule of 5, A Complete Financial Planning Workshop (Walnut Creek- Saturday, April 1st, 2023, at 11:15 am)

By Allworth Financial

When and where

Date and time

Starts on Saturday, April 1 · 11:15am PDT


Embassy Suites by Hilton Walnut Creek 1345 Treat Boulevard Walnut Creek, CA 94597

About this event

  • 1 hour 15 minutes
  • Mobile eTicket

Social Security: The Rule of 5

A Complete Planning Workshop

Join us to discover the critical rules to consider when factoring Social Security into your overall financial plan for today—and tomorrow.

At our live, local workshop, you’ll learn:

• How to determine your retirement income needs

• Social Security considerations and tactics to plan the best time to begin claiming your benefits

• Understanding how Social Security is taxed

• What potential changes could affect the program and your benefits

• Key planning strategies to help maximize your retirement income

Live, free, in-person, no sales or obligation, 100% educational, Social Security workshops hosted by award-winning Allworth Financial. Several locations, dates, and times to choose from. Pens and paper will be provided.

Know more. Plan better.

About the organizer