Events

Events & Workshops

Classes are virtual and specially tailored for people
in pre- and early retirement

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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.

REGISTER HERE


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

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Book Lorie to Speak on various retirement planning topics, especially topics concerning Women and Wealth Book Lorie to Speak

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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.