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For the past 40 years, we have been committed to making a positive difference in our clients’ lives. Most people don’t have the time, energy or desire to learn about the things that make a drastic difference for their financial future.
Please join your instructor, Joyce Palmer, for an upcoming educational event. Using her vast knowledge of financial planning, she has designed this course to give you the important information you need to properly prepare for your retirement.
Live Events
Events in March–April 2026
March 10, 2026 (1 event)
March 10, 2026Instructor: Joyce Palmer
Location: UNC Charlotte, Cone University Center - Room 112:
9025 University Rd, Charlotte, NC 28223For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
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!
CLICK HERE TO REGISTER
March 12, 2026 (1 event)
March 12, 2026Instructor: Joyce Palmer
Location: UNC Charlotte, Cone University Center - Room 112:
9025 University Rd, Charlotte, NC 28223For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
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!
CLICK HERE TO REGISTER
April 14, 2026 (1 event)
April 14, 2026Instructor: Joyce Palmer
Location: Pineville Library
505 Main Street, Suite 100, Pineville, NC 28134Know What You Can Do, So You Know What You Should Do!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!- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How cost-of-living adjustments (COLAs) impact benefits.
- What Medicare does and does not cover, and how to avoid costly gaps.
- The differences between Medicare Parts A, B, C & D, and what each one really means for you.
- What the “One Big Beautiful Bill” means for your Social Security and Medicare.
Webinars
Events in March–April 2026
- There are no events scheduled during these dates.
