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.
A free educational event hosted by the Society for Financial Awareness (SOFA) to learn how Social Security claiming strategies, tax considerations, spousal and survivor benefits, and recent legislative changes can impact your retirement income. Attendees will gain valuable insights to help maximize their lifetime benefits and receive a complimentary personalized Social Security Timing Report.
A free educational event hosted by the Society for Financial Awareness (SOFA) to learn how Social Security claiming strategies, tax considerations, spousal and survivor benefits, and recent legislative changes can impact your retirement income. Attendees will gain valuable insights to help maximize their lifetime benefits and receive a complimentary personalized Social Security Timing Report.
A free educational event covering Social Security strategies and retirement tax planning to help attendees maximize benefits and avoid costly retirement mistakes.
