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Learn, Connect, and Plan for a Confident Retirement

At The Allan Agency, we believe retirement planning works best when you have the knowledge to make informed decisions. Our events give you the opportunity to learn about financial strategies, Medicare options, and holistic retirement planning — all in a relaxed, interactive setting.

Join us for workshops, seminars, and one-on-one sessions designed to help you connect the dots between your wealth, healthcare, and legacy. Whether you’re just starting to plan or looking to refine your strategy, our events are a chance to get answers, gain clarity, and take actionable steps toward a confident retirement.

Check out our calendar below to see upcoming events — and reserve your spot today.

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  • October 2026

  • Sat 24
    October 24 @ 11:00 am - 12:00 pm

    Educational Seminar: Estate Planning for Today’s Changing Times

    Georgia T. Lord Library 1900 North Civic Square, Goodyear, United States

    Reserve Your Seats by CLICKING HERE for Saturday, October 24 @ 11:00am Mountain

  • Sat 31
    October 31 @ 11:00 am - 12:00 pm

    Educational Seminar: Maximizing Your Social Security Benefits: Claim Smart, Retire Strong!

    Mesa Public Library - Main Library 64 E 1st St, Mesa, AZ, United States

    Reserve Your Seats by CLICKING HERE for Saturday, October 31 @ 11:00am Mountain

  • November 2026

  • Thu 12
    November 12 @ 4:30 pm - 5:30 pm

    Maximizing Your Social Security Benefits: Claim Smart, Retire Strong!

    Desert Foothills Library 38443 N School House Rd, Cave Creek, AZ, United States

    Reserve Your Seats by CLICKING HERE for Thursday, November 12 @ 4:30pm Mountain

  • Sat 14
    November 14 @ 12:30 pm - 1:30 pm

    Maximizing Your Social Security Benefits: Claim Smart, Retire Strong!

    Desert Foothills Library 38443 N School House Rd, Cave Creek, AZ, United States

    Reserve Your Seats by CLICKING HERE for Saturday, November 14 @ 12:30pm Mountain

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2801 E Camelback Rd.
Ste. 200, Phoenix, AZ 85016
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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and the material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory Services offered through Compass Financial Management, an SEC Registered Investment Advisor.

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