Understanding Your Retirement

With Our Educational Events

Click on an event for more information.

Hosted by True Financial Partners, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars.

Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Live Events

Events in May–June 2025

  • June 5, 2025 (1 event)


    June 5, 2025

    Instructor: Tom Stahle

    Location: Davenport Public Library
    Eastern Avenue Branch | Meeting Room A
    6000 Eastern Avenue, Davenport, IA 52807

    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!

    CLICK HERE TO REGISTER

     

  • June 10, 2025 (1 event)


    June 10, 2025

    Instructor: Tom Stahle

    Location: Davenport Public Library
    Eastern Avenue Branch | Meeting Room A
    6000 Eastern Avenue, Davenport, IA 52807

    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!

    CLICK HERE TO REGISTER

     

Webinars

Events in May–June 2025

  • There are no events scheduled during these dates.

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