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Most people approaching retirement have a few main questions on their minds:
- Do I have enough to retire?
- When should I retire?
- Am I doing everything right?
Our educational workshops are designed to help you address these questions and eliminate the fear and overwhelming feelings that come with this important life transition. Click on an event date below to learn more about how our team can help you achieve your dream retirement.
Live Events
Events in February–March 2026
February 12, 2026
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February 12, 2026Location:
Rockford Public Library - East Branch
6685 E State St., Rockford, IL 61108Details:
For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER HERE
February 19, 2026
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February 19, 2026Location:
Rockford Public Library - East Branch
6685 E State St., Rockford, IL 61108Details:
For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER HERE
March 11, 2026
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March 11, 2026Dates: This is a two part class held on Wednesdays, March 11th & 18th.
Location: Northern Illinois University, Rockford Convention Center -- 8500 E. State St., Rockford, IL 61108
Details: What everyone ought to know about investments, but your broker may not be telling you.
Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary. Due to global market instability, increasing volatility, and the new speed of information through technology, the basic rules of thumb for retirement may no longer apply. Find out what you can do to help protect yourself and your family.
Come find out:
- How safe is your money really?
- 3 little-known strategies designed to help reduce risk.
- Do "buy and hold" and "modern portfolio theory", still work, or are they out of date?
- What is "drawn-down" risk and why should I care?
- How should I be investing for 2026 and beyond?
- Do you have the proper amount of risk or too much?
- How to retire happy and stress-free the EASY way!
To register, please use the form on this page!
Registration Details:
- This two evening, four module course costs only $49. All payments should be made out to Rockford Retirement Planning. A team member will reach out to provide payment options.
- You may bring your spouse or a guest at no additional cost.
- Includes a copy of my NEW Book, Retire Happy!
- Dates: Two Wednesdays - March 11th & March 18th –OR– Two Thursdays: March 12th & March 19th
March 12, 2026
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March 12, 2026Dates: This is a two part class held on Thursdays, March 12th & 19th
Location: Northern Illinois University, Rockford Convention Center -- 8500 E. State St., Rockford, IL 61108
Details: What everyone ought to know about investments, but your broker may not be telling you.
Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary. Due to global market instability, increasing volatility, and the new speed of information through technology, the basic rules of thumb for retirement may no longer apply. Find out what you can do to help protect yourself and your family.
Come find out:
- How safe is your money really?
- 3 little-known strategies designed to help reduce risk.
- Do "buy and hold" and "modern portfolio theory", still work, or are they out of date?
- What is "drawn-down" risk and why should I care?
- How should I be investing for 2026 and beyond?
- Do you have the proper amount of risk or too much?
- How to retire happy and stress-free the EASY way!
To register, please use the form on this page!
Registration Details:
- This two evening, four module course costs only $49. All payments should be made out to Rockford Retirement Planning. A team member will reach out to provide payment options.
- You may bring your spouse or a guest at no additional cost.
- Includes a copy of my NEW Book, Retire Happy!
- Dates: Two Wednesdays - March 11th & March 18th –OR– Two Thursdays: March 12th & March 19th
Webinars
Events in February–March 2026
- There are no events scheduled during these dates.
