Question 1

Who is this for? What will I learn?

Accepted Answer

This class is for adults 50–75 who are approaching or in retirement. We cover when to claim Social Security, spousal/survivor benefits, how RMDs interact with Social Security and taxes, IRMAA/Medicare premium considerations, and common mistakes to avoid.

Question 2

Is this really free? Do I have to be a client?

Accepted Answer

Yes—no cost, no obligation, and you do not have to be a client. It’s strictly educational.

Question 3

What should I bring?

Accepted Answer

Please bring something to write with. Optional: your mySocialSecurity statement, birthdates for you/your spouse, a rough idea of retirement account balances, and a short list of questions. We won’t share or review anyone’s personal statements in the group.

Question 4

How long is it? What’s the format?

Accepted Answer

Plan for 60–75 minutes plus 10–15 minutes of Q&A. Please arrive 10 minutes early for check-in. Phones must be on silent during the session.

Question 5

Can I bring a spouse or guest?

Accepted Answer

Yes—please register them as a guest so we can hold seats together. Seating is limited.

Question 6

Will you give personal advice or sell products?

Accepted Answer

We’ll provide general education. If you want personal recommendations, you’ll have the option to schedule a private follow-up. No product sales are conducted during class.

Question 7

Will you talk about taxes/Medicare?

Accepted Answer

Yes—at an overview level, including RMD timing, tax interactions, and IRMAA basics. This is not tax or legal advice; please consult your CPA/attorney for your situation.

Question 8

Where do I park and is the venue accessible?

Accepted Answer

Free on-site parking. The venue is ADA accessible. If you need accommodations, tell us on the registration form or call/email us.

Question 9

How do I register and what happens after I sign up?

Accepted Answer

Register online or by phone 757-777-3980. You’ll receive a confirmation, a 24-hour reminder, and a morning-of reminder.

Question 10

Can financial advisors, insurance agents, or bank reps attend?

Accepted Answer

Yes, under our Professional Attendance Policy: $1,000 registration fee per attendee, no solicitation, no recording, and advance approval required. Violations may result in removal without refund and potential prosecution.

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