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Upcoming Events

John will be speaking about Social Security again in 2021 - via Zoom. Below is a description of the event, along with dates and locations. To register please email or call (914) 630-1810.

Title: Maximizing Your Social Security

With historic changes in Social Security signed into law in 2015, prepare for your retirement and learn how to get the most out of your social security benefits. Learn to manage longevity risk and strategies to maximize the amount of money you receive throughout retirement. Among the topics included are spousal benefits, the impact of divorce, death, delaying benefits, early retirement, and taxation. You’ll receive Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.


Valhalla Tuesday January 19, 2021 6:30PM

Mamaroneck Monday March 15, 2021 6:30PM

Scarsdale - TBD


Long Island: 

Garden City Thursday February 11, 2021  6:30PM

Garden City Monday March 8, 2021  1:00PM


Greenwich Monday January 25, 2021  7PM

New Jersey: 

Saddle Brook Thursday January 14, 2021  1PM