Events & Workshops

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


June 22, 2022

Smart Social Security Planning for Women

June 22, 2022
5:30 – 7:30 pm
Hosted by Anne Arundel Community College

Learn about your Social Security options and how your choices coordinate with other financial strategies. Discover how smart income planning can impact your income. Explore strategies for single, spousal, divorced spouse and survivor benefits.


To register for a class at AACC, visit for instructions.  If you need assistance, please contact the Instructional Support Center at or call 410-777-2325. If you need technical assistance, please contact the AACC helpdesk at or call 410-777-4357.

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 in-person class 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.


Book Lorie to Speak


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

Sign Up for Updates & Receive a Free Gift!

protect your wealth

6 Powerful Ways

To Protect Your Wealth

Stop worrying over your retirement planning. Download this free guide to discover:

  • How to “optimize” your Social Security
  • The one must-have for any retirement plan–that many advisors miss
  • Key questions to ask yourself to know if you’re on track

Client Resources

Educational Resources

Scheibel Planning Solutions

Helping women and couples retire into freedom and financial well-being with an integrative process and custom retirement plans.