Events
Events & Workshops
Classes are virtual and specially tailored for people
in pre- and early retirement
April 6, 2022
Retirement Income & Social Security for Women
5:30 -7:30 pm
Hosted by Anne Arundel Community College
Discover how smart income planning can impact your income from your 60’s to your 80’s. This class will cover strategies for single and spousal benefits as well as divorced-spouse and survivor benefits. Learn how your choices coordinate with other financial strategies.
June 22, 2022
Smart Social Security Planning for Women
June 22, 2022
5:30 – 7:30 pm
Hosted by Anne Arundel Community College
REGISTRATION OPENING SOON
August 2 & 4, 2022
The Four Stages of Tax Planning in Retirement
2-Night Course: August 2 & 4
5:30 – 7:15 pm
Hosted by Anne Arundel Community College
This virtual seminar will examine the four stages of retirement and important tax actions necessary in each stage. Learn what’s involved in creating a lifetime tax strategy to maximize retirement income and reduce taxes and penalties.
REGISTRATION OPENING SOON
Book Lorie to Speak
Book Lorie to Speak on various retirement planning topics, especially topics concerning Women and Wealth Book Lorie to Speak
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- How to “optimize” your Social Security
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- Key questions to ask yourself to know if you’re on track
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Scheibel Planning Solutions
Helping women and couples retire into freedom and financial well-being with an integrative process and custom retirement plans.