February

6:00 pm: Maximizing Social Security

6:00 pm – 7:00 pm
February 12, 2026

Location:
Rockford Public Library - East Branch
6685 E State St., Rockford, IL 61108

Details:

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

6:00 pm: Maximizing Social Security

6:00 pm – 7:00 pm
February 19, 2026

Location:
Rockford Public Library - East Branch
6685 E State St., Rockford, IL 61108

Details:

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

6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Wednesdays)

6:30 pm – 8:30 pm
March 11, 2026

Dates: 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

6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Thursdays)

6:30 pm – 8:30 pm
March 12, 2026

Dates: 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

Mon	Tue	Wed	Thu	Fri	Sat	Sun
26	27	28	29	30	31	February 1
2	3	4	5	6	7	8
9	10	11	12 6:00 pm: Maximizing Social Security 6:00 pm: Maximizing Social Security 6:00 pm – 7:00 pm February 12, 2026 Location: Rockford Public Library - East Branch 6685 E State St., Rockford, IL 61108 Details: 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	13	14	15
16	17	18	19 6:00 pm: Maximizing Social Security 6:00 pm: Maximizing Social Security 6:00 pm – 7:00 pm February 19, 2026 Location: Rockford Public Library - East Branch 6685 E State St., Rockford, IL 61108 Details: 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	20	21	22
23	24	25	26	27	28	March 1
2	3	4	5	6	7	8
9	10	11 6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Wednesdays) 6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Wednesdays) 6:30 pm – 8:30 pm March 11, 2026 Dates: 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	12 6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Thursdays) 6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Thursdays) 6:30 pm – 8:30 pm March 12, 2026 Dates: 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	13	14	15
16	17	18	19	20	21	22
23	24	25	26	27	28	29
30	31	April 1	2	3	4	5

Events in February–March 2026

February

6:00 pm: Maximizing Social Security

REGISTER HERE

6:00 pm: Maximizing Social Security

REGISTER HERE

March

6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Wednesdays)

Dates: This is a two part class held on Wednesdays, March 11th & 18th.

6:30 pm: Baby Boomer Retirement Secrets (2 Part Class Held Thursdays)

Dates: This is a two part class held on Thursdays, March 12th & 19th

April

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